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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.13% | | 5-Year Average Return: | 2.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 22.16% | |
Worst 1-Yr Total Return (2008): | -40.24% | |
Best 3-Yr Total Return (2004-6): | 13.96% | |
Worst 3-Yr Total Return (2006-8): | -9.29% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BSCFX | Category | Diff | Index* | Diff | | Year To Date | 22.13 | 21.65 | 0.48 | 17.05 | 5.08 | | 1-Month | -3.17 | -5.90 | 2.73 | -1.86 | -1.31 | | 3-Month | 4.51 | 2.07 | 2.44 | 5.48 | -0.97 | | 1-Year | 15.40 | 13.17 | 2.23 | 9.80 | 5.6 | | 3-Year | -5.42 | -7.45 | 2.03 | -7.02 | 1.6 | | 5-Year | 2.31 | 0.22 | 2.09 | 0.33 | 1.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.59 | 52.20 | -4.61 | 45.76 | 1.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.99 | -18.89 | 0.9 | -18.25 | 0.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSCFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.24 | -41.55 | 1.31 | | 2007 | | | 11.69 | 7.59 | 4.10 | | 2006 | | | 11.83 | 10.81 | 1.02 | | 2005 | | | 8.34 | 6.02 | 2.32 | | 2004 | | | 22.16 | 12.41 | 9.75 | | 2003 | | | 38.82 | 45.54 | -6.72 | | 2002 | | | -9.66 | -27.88 | 18.22 | | 2001 | | | 5.19 | -8.91 | 14.10 | | 2000 | | | -17.53 | -3.85 | -13.68 | | 1999 | | | 70.78 | 64.77 | 6.01 |
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| PAST QUARTERLY RETURNS (%) FOR
BSCFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.65 | 20.31 | 13.53 | N/A | | 2008 | -13.64 | -1.94 | -7.33 | -23.85 | | 2007 | 3.85 | 6.12 | 1.23 | 0.12 | | 2006 | 11.31 | -7.41 | -1.21 | 9.83 | | 2005 | 0.45 | 3.38 | 0.65 | 3.64 | | 2004 | 7.22 | 1.61 | -5.14 | 18.21 | | 2003 | 0.22 | 19.55 | 7.74 | 7.53 | | 2002 | 9.01 | -1.45 | -15.97 | 0.08 | | 2001 | -8.78 | 19.41 | -19.43 | 19.86 | | 2000 | -0.89 | 0.28 | -10.29 | -7.51 | | 1999 | N/A | N/A | N/A | 34.63 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 347 | 790 | 43.92 | | 1-Month | 73 | 820 | 8.90 | | 3-Month | 114 | 819 | 13.92 | | 6-Month | 448 | 800 | 56.00 | | 1-Year | 279 | 783 | 35.63 | | 3-Year | 134 | 669 | 20.03 | | 5-Year | 116 | 554 | 20.94 |
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