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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.99% | | 5-Year Average Return: | 0.24% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 18.00% | |
Worst 1-Yr Total Return (2008): | -33.92% | |
Best 3-Yr Total Return (2004-6): | 13.08% | |
Worst 3-Yr Total Return (2006-8): | -8.60% |
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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 | BSIDX | Category | Diff | Index* | Diff | | Year To Date | 13.99 | 19.13 | -5.14 | 17.05 | -3.06 | | 1-Month | -6.80 | -5.65 | -1.15 | -1.86 | -4.94 | | 3-Month | 1.38 | 2.75 | -1.37 | 5.48 | -4.1 | | 1-Year | 6.39 | 11.45 | -5.06 | 9.80 | -3.41 | | 3-Year | -8.72 | -8.46 | -0.26 | -7.02 | -1.7 | | 5-Year | 0.24 | 0.52 | -0.28 | 0.33 | -0.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.67 | 57.02 | -0.35 | 45.76 | 10.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.38 | -18.27 | -3.11 | -18.25 | -3.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSIDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.92 | -36.56 | 2.64 | | 2007 | | | -1.94 | -1.10 | -0.84 | | 2006 | | | 17.82 | 15.03 | 2.79 | | 2005 | | | 4.01 | 6.75 | -2.74 | | 2004 | | | 18.00 | 18.94 | -0.94 | | 2003 | | | 46.44 | 43.41 | 3.03 | | 2002 | | | -20.74 | -16.22 | -4.52 | | 2001 | | | 1.67 | 8.92 | -7.25 | | 2000 | | | -3.74 | 11.89 | -15.63 | | 1999 | | | 19.41 | 19.95 | -0.54 |
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| PAST QUARTERLY RETURNS (%) FOR
BSIDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.99 | 20.65 | 19.25 | N/A | | 2008 | -10.01 | 0.60 | -1.18 | -26.12 | | 2007 | 1.80 | 4.33 | -3.22 | -4.59 | | 2006 | 13.82 | -5.20 | 0.38 | 8.79 | | 2005 | -5.41 | 4.23 | 4.56 | 0.89 | | 2004 | 6.12 | 0.62 | -3.02 | 13.95 | | 2003 | -4.67 | 23.37 | 8.76 | 14.49 | | 2002 | 3.86 | -8.52 | -21.21 | 5.88 | | 2001 | -6.66 | 13.97 | -20.84 | 20.74 | | 2000 | 6.72 | -4.22 | 1.01 | -6.76 | | 1999 | N/A | N/A | N/A | 17.94 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 442 | 641 | 68.95 | | 1-Month | 516 | 662 | 77.95 | | 3-Month | 482 | 652 | 73.93 | | 6-Month | 349 | 647 | 53.94 | | 1-Year | 346 | 630 | 54.92 | | 3-Year | 255 | 553 | 46.11 | | 5-Year | 204 | 452 | 45.13 |
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Performance
