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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.89% | | 5-Year Average Return: | -8.25% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2004): | 15.79% | |
Worst 1-Yr Total Return (2008): | -45.49% | |
Best 3-Yr Total Return (2004-6): | 9.98% | |
Worst 3-Yr Total Return (2006-8): | -19.68% |
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| 1-Year: | -3.67% | | 3-Year: | -16.47% | | 5-Year: | -7.36% | | 10-Year: | 4.13% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BSGCX | Category | Diff | Index* | Diff | | Year To Date | 23.89 | 24.03 | -0.14 | 24.07 | -0.18 | | 1-Month | 4.25 | 3.09 | 1.16 | 6.00 | -1.75 | | 3-Month | 2.65 | 0.88 | 1.77 | 7.91 | -5.26 | | 1-Year | 28.31 | 25.06 | 3.25 | 25.39 | 2.92 | | 3-Year | -17.14 | -14.98 | -2.16 | -5.79 | -11.35 | | 5-Year | -8.25 | -5.72 | -2.53 | 0.71 | -8.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 98.81 | 76.37 | 22.44 | 45.76 | 53.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.20 | -13.82 | -0.38 | -18.25 | 4.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.49 | -43.91 | -1.58 | | 2007 | | | -17.68 | -11.64 | -6.04 | | 2006 | | | 15.47 | 16.90 | -1.43 | | 2005 | | | -0.49 | 6.74 | -7.23 | | 2004 | | | 15.79 | 14.02 | 1.77 | | 2003 | | | 40.85 | 33.56 | 7.29 | | 2002 | | | 10.55 | -10.28 | 20.83 | | 2001 | | | 23.35 | -2.05 | 25.40 | | 2000 | | | 12.66 | 27.74 | -15.08 | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BSGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -29.31 | 41.64 | 23.49 | N/A | | 2008 | -8.78 | -21.86 | -2.79 | -21.34 | | 2007 | -2.14 | 2.80 | -4.25 | -14.53 | | 2006 | 3.87 | 0.92 | 4.87 | 5.04 | | 2005 | -5.05 | 2.46 | -1.95 | 4.32 | | 2004 | 3.62 | 1.28 | 3.07 | 7.05 | | 2003 | -2.55 | 17.81 | 5.89 | 15.87 | | 2002 | 10.53 | 5.15 | -10.41 | 6.17 | | 2001 | 2.02 | 14.72 | 3.45 | 1.89 | | 2000 | -9.69 | -5.48 | 15.41 | 14.36 | | 1999 | N/A | N/A | N/A | -6.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 68 | 129 | 52.71 | | 1-Month | 38 | 129 | 29.46 | | 3-Month | 33 | 129 | 25.58 | | 6-Month | 6 | 129 | 4.65 | | 1-Year | 47 | 122 | 38.52 | | 3-Year | 52 | 107 | 48.60 | | 5-Year | 54 | 101 | 53.47 |
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1.27% Nasdaq 0.00%
Performance
