|
| Morningstar Return Rating: | Average | | Year to Date Return: | 17.47% | | 5-Year Average Return: | -1.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 14.73% | |
Worst 1-Yr Total Return (2008): | -38.40% | |
Best 3-Yr Total Return (2004-6): | 8.34% | |
Worst 3-Yr Total Return (2006-8): | -12.99% |
|
| 1-Year: | -7.08% | | 3-Year: | -6.27% | | 5-Year: | -0.12% | | 10-Year: | 1.50% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BSFCX | Category | Diff | Index* | Diff | | Year To Date | 17.47 | 24.15 | -6.68 | 17.05 | 0.42 | | 1-Month | -3.73 | -2.25 | -1.48 | -1.86 | -1.87 | | 3-Month | 2.43 | 4.52 | -2.09 | 5.48 | -3.05 | | 1-Year | 11.70 | 15.35 | -3.65 | 9.80 | 1.9 | | 3-Year | -8.63 | -4.95 | -3.68 | -7.02 | -1.61 | | 5-Year | -1.00 | 0.99 | -1.99 | 0.33 | -1.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.66 | 42.81 | -2.15 | 45.76 | -5.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.80 | -17.14 | -2.66 | -18.25 | -1.55 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.40 | -40.67 | 2.27 | | 2007 | | | 2.62 | 13.35 | -10.73 | | 2006 | | | 4.21 | 7.05 | -2.84 | | 2005 | | | 14.73 | 6.71 | 8.02 | | 2004 | | | 6.35 | 7.81 | -1.46 | | 2003 | | | 26.96 | 28.66 | -1.70 | | 2002 | | | -10.65 | -27.64 | 16.99 | | 2001 | | | 2.39 | -22.30 | 24.69 | | 2000 | | | -14.21 | -13.05 | -1.16 | | 1999 | | | 25.41 | 38.87 | -13.46 |
|
| PAST QUARTERLY RETURNS (%) FOR
BSFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.76 | 17.02 | 13.06 | N/A | | 2008 | -9.57 | 0.00 | -11.44 | -23.08 | | 2007 | -0.27 | 5.28 | 2.40 | -4.56 | | 2006 | 6.49 | -4.47 | -4.04 | 6.75 | | 2005 | -0.94 | 1.26 | 11.45 | 2.62 | | 2004 | 2.16 | -1.04 | -2.41 | 7.79 | | 2003 | -3.19 | 12.11 | 3.93 | 12.54 | | 2002 | 4.90 | -3.69 | -13.19 | 1.88 | | 2001 | -4.02 | 4.86 | -12.92 | 16.83 | | 2000 | 4.75 | -9.31 | -3.74 | -6.18 | | 1999 | N/A | N/A | N/A | 18.71 |
|
| 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 | 1102 | 1797 | 61.32 | | 3-Year | 1136 | 1518 | 74.84 | | 5-Year | 869 | 1251 | 69.46 |
|
|
|
|
|
0.20% Nasdaq 
0.19%
Performance
