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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.00% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.24% | |
Worst 1-Yr Total Return (2008): | -42.03% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | BSLIX | Category | Diff | Index* | Diff | | Year To Date | 22.00 | 18.65 | 3.35 | 17.05 | 4.95 | | 1-Month | -2.67 | -2.18 | -0.49 | -1.86 | -0.81 | | 3-Month | 5.07 | 5.08 | -0.01 | 5.48 | -0.41 | | 1-Year | 14.02 | 11.86 | 2.16 | 9.80 | 4.22 | | 3-Year | -8.49 | -6.78 | -1.71 | -7.02 | -1.47 | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.02 | 45.26 | 4.76 | 45.76 | 4.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.27 | -15.99 | -4.28 | -18.25 | -2.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSLIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.03 | -37.79 | -4.24 | | 2007 | | | 5.24 | 6.16 | -0.92 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BSLIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.49 | 17.39 | 16.68 | N/A | | 2008 | -10.95 | -0.91 | -12.86 | -24.61 | | 2007 | 0.29 | 7.42 | 1.19 | -3.46 | | 2006 | N/A | N/A | 4.37 | 5.91 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 442 | 2013 | 21.96 | | 1-Month | 1202 | 2110 | 56.97 | | 3-Month | 1254 | 2090 | 60.00 | | 6-Month | 532 | 2049 | 25.96 | | 1-Year | 358 | 1999 | 17.91 | | 3-Year | 1052 | 1694 | 62.10 | | 5-Year | | 1352 | N/A |
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0.22% Nasdaq 
Performance
