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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.47% | | 5-Year Average Return: | -1.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 14.71% | |
Worst 1-Yr Total Return (2008): | -38.45% | |
Best 3-Yr Total Return (2004-6): | 8.28% | |
Worst 3-Yr Total Return (2006-8): | -13.05% |
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| 1-Year: | -10.03% | | 3-Year: | -7.14% | | 5-Year: | -0.50% | | 10-Year: | 1.46% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BSFBX | Category | Diff | Index* | Diff | | Year To Date | 17.47 | 24.15 | -6.68 | 17.05 | 0.42 | | 1-Month | -3.69 | -2.25 | -1.44 | -1.86 | -1.83 | | 3-Month | 2.44 | 4.52 | -2.08 | 5.48 | -3.04 | | 1-Year | 11.58 | 15.35 | -3.77 | 9.80 | 1.78 | | 3-Year | -8.68 | -4.95 | -3.73 | -7.02 | -1.66 | | 5-Year | -1.04 | 0.99 | -2.03 | 0.33 | -1.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.43 | 42.81 | -2.38 | 45.76 | -5.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.88 | -17.14 | -2.74 | -18.25 | -1.63 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.45 | -40.67 | 2.22 | | 2007 | | | 2.53 | 13.35 | -10.82 | | 2006 | | | 4.17 | 7.05 | -2.88 | | 2005 | | | 14.71 | 6.71 | 8.00 | | 2004 | | | 6.26 | 7.81 | -1.55 | | 2003 | | | 26.91 | 28.66 | -1.75 | | 2002 | | | -10.71 | -27.64 | 16.93 | | 2001 | | | 2.45 | -22.30 | 24.75 | | 2000 | | | -14.21 | -13.05 | -1.16 | | 1999 | | | 25.50 | 38.87 | -13.37 |
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| PAST QUARTERLY RETURNS (%) FOR
BSFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.72 | 17.00 | 12.96 | N/A | | 2008 | -9.55 | 0.00 | -11.42 | -23.17 | | 2007 | -0.32 | 5.30 | 2.36 | -4.57 | | 2006 | 6.50 | -4.53 | -4.05 | 6.77 | | 2005 | -0.94 | 1.26 | 11.42 | 2.63 | | 2004 | 2.11 | -1.09 | -2.41 | 7.80 | | 2003 | -3.25 | 12.13 | 3.94 | 12.56 | | 2002 | 4.84 | -3.64 | -13.13 | 1.75 | | 2001 | -3.97 | 4.80 | -12.87 | 16.83 | | 2000 | 4.75 | -9.32 | -3.74 | -6.19 | | 1999 | N/A | N/A | N/A | 18.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1423 | 1802 | 78.97 | | 1-Month | 1436 | 1890 | 75.98 | | 3-Month | 1601 | 1884 | 84.98 | | 6-Month | 1516 | 1827 | 82.98 | | 1-Year | 1111 | 1797 | 61.83 | | 3-Year | 1139 | 1518 | 75.03 | | 5-Year | 879 | 1251 | 70.26 |
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0.03% Nasdaq 
Performance
