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| Morningstar Return Rating: | Average | | Year to Date Return: | -7.75% | | 5-Year Average Return: | 0.53% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 45.02% | |
Worst 1-Yr Total Return (2008): | -54.50% | |
Best 3-Yr Total Return (2005-7): | 16.92% | |
Worst 3-Yr Total Return (2006-8): | -11.04% |
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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 | BSMAX | Category | Diff | Index* | Diff | | Year To Date | -7.75 | -4.40 | -3.35 | -3.60 | -4.15 | | 1-Month | -7.75 | -4.40 | -3.35 | -3.60 | -4.15 | | 3-Month | 2.63 | 6.57 | -3.94 | 4.16 | -1.53 | | 1-Year | 43.02 | 39.62 | 3.4 | 33.14 | 9.88 | | 3-Year | -8.05 | -6.96 | -1.09 | -7.24 | -0.81 | | 5-Year | 0.53 | 0.25 | 0.28 | 0.18 | 0.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.07 | 52.98 | 7.09 | 45.76 | 14.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.90 | -19.59 | -6.31 | -18.25 | -7.65 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSMAX | Category | Diff | | 2009 | | | 45.02 | 35.46 | 9.56 | | 2008 | | | -54.50 | -41.55 | -12.95 | | 2007 | | | 32.97 | 7.59 | 25.38 | | 2006 | | | 16.37 | 10.81 | 5.56 | | 2005 | | | 3.30 | 6.02 | -2.72 | | 2004 | | | 5.34 | 12.41 | -7.07 | | 2003 | | | 32.20 | 45.54 | -13.34 | | 2002 | | | -31.39 | -27.88 | -3.51 | | 2001 | | | -9.46 | -8.91 | -0.55 | | 2000 | | | 4.56 | -3.85 | 8.41 |
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| PAST QUARTERLY RETURNS (%) FOR
BSMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.26 | 22.71 | 19.26 | 4.60 | | 2008 | -22.99 | 10.22 | -19.22 | -33.63 | | 2007 | 6.82 | 10.91 | 10.36 | 1.70 | | 2006 | 11.91 | -6.11 | 1.57 | 9.04 | | 2005 | -6.83 | 4.10 | 7.69 | -1.09 | | 2004 | -0.84 | -0.18 | -7.27 | 14.77 | | 2003 | -4.04 | 16.86 | 5.45 | 11.80 | | 2002 | -3.81 | -12.90 | -17.66 | -0.55 | | 2001 | -17.44 | 15.57 | -14.20 | 10.59 | | 2000 | 5.81 | -2.92 | 6.15 | -4.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 807 | 0.00 | | 1-Month | 0 | 807 | 0.00 | | 3-Month | 0 | 803 | 0.00 | | 6-Month | 518 | 798 | 64.91 | | 1-Year | | 769 | N/A | | 3-Year | | 670 | N/A | | 5-Year | | 554 | N/A |
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1.52% Nasdaq 
0.46 (2.58%) 
Performance
