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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.08% | | 5-Year Average Return: | 1.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.12% | |
Worst 1-Yr Total Return (2008): | -41.12% | |
Best 3-Yr Total Return (2005-7): | 11.89% | |
Worst 3-Yr Total Return (2006-8): | -8.51% |
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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 | BSGRX | Category | Diff | Index* | Diff | | Year To Date | 19.08 | 21.65 | -2.57 | 17.05 | 2.03 | | 1-Month | -4.93 | -5.90 | 0.97 | -1.86 | -3.07 | | 3-Month | 2.34 | 2.07 | 0.27 | 5.48 | -3.14 | | 1-Year | 11.53 | 13.17 | -1.64 | 9.80 | 1.73 | | 3-Year | -7.15 | -7.45 | 0.3 | -7.02 | -0.13 | | 5-Year | 1.56 | 0.22 | 1.34 | 0.33 | 1.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.74 | 52.20 | -6.46 | 45.76 | -0.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.70 | -18.89 | -4.81 | -18.25 | -5.45 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.12 | -41.55 | 0.43 | | 2007 | | | 11.06 | 7.59 | 3.47 | | 2006 | | | 17.12 | 10.81 | 6.31 | | 2005 | | | 7.68 | 6.02 | 1.66 | | 2004 | | | 5.22 | 12.41 | -7.19 | | 2003 | | | 36.50 | 45.54 | -9.04 | | 2002 | | | -25.91 | -27.88 | 1.97 | | 2001 | | | -21.52 | -8.91 | -12.61 | | 2000 | | | -11.76 | -3.85 | -7.91 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BSGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.19 | 21.41 | 14.87 | N/A | | 2008 | -13.84 | 3.72 | -9.63 | -27.09 | | 2007 | 4.40 | 5.66 | 0.42 | 0.25 | | 2006 | 15.26 | -5.05 | -0.30 | 7.34 | | 2005 | -1.77 | 3.25 | 3.38 | 2.71 | | 2004 | 0.75 | -3.33 | -4.21 | 12.80 | | 2003 | -6.11 | 20.98 | 7.32 | 11.98 | | 2002 | -0.13 | -8.31 | -15.11 | -4.69 | | 2001 | -23.69 | 13.97 | -21.34 | 14.72 | | 2000 | 12.80 | -2.47 | 2.61 | -21.84 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 387 | 790 | 48.99 | | 1-Month | 98 | 820 | 11.95 | | 3-Month | 114 | 819 | 13.92 | | 6-Month | 448 | 800 | 56.00 | | 1-Year | 296 | 783 | 37.80 | | 3-Year | 238 | 669 | 35.58 | | 5-Year | 144 | 554 | 25.99 |
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0.22% Nasdaq 
Performance
