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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.52% | | 5-Year Average Return: | 1.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 11.52% | |
Worst 1-Yr Total Return (2008): | -41.46% | |
Best 3-Yr Total Return (2005-7): | 10.46% | |
Worst 3-Yr Total Return (2006-8): | -10.89% |
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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 | BSRIX | Category | Diff | Index* | Diff | | Year To Date | 22.52 | 24.15 | -1.63 | 17.05 | 5.47 | | 1-Month | -4.44 | -2.25 | -2.19 | -1.86 | -2.58 | | 3-Month | 0.30 | 4.52 | -4.22 | 5.48 | -5.18 | | 1-Year | 13.79 | 15.35 | -1.56 | 9.80 | 3.99 | | 3-Year | -6.71 | -4.95 | -1.76 | -7.02 | 0.31 | | 5-Year | 1.38 | 0.99 | 0.39 | 0.33 | 1.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.81 | 42.81 | -3 | 45.76 | -5.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.95 | -17.14 | -0.81 | -18.25 | 0.3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSRIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.46 | -40.67 | -0.79 | | 2007 | | | 10.10 | 13.35 | -3.25 | | 2006 | | | 9.78 | 7.05 | 2.73 | | 2005 | | | 11.52 | 6.71 | 4.81 | | 2004 | | | 9.64 | 7.81 | 1.83 | | 2003 | | | 38.08 | 28.66 | 9.42 | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BSRIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.00 | 16.09 | 10.45 | N/A | | 2008 | -14.23 | 1.74 | -12.07 | -23.70 | | 2007 | 1.01 | 7.40 | 1.67 | -0.18 | | 2006 | 4.67 | -6.13 | 3.77 | 7.66 | | 2005 | -2.68 | 1.89 | 6.29 | 5.81 | | 2004 | 3.35 | 0.00 | -5.19 | 11.89 | | 2003 | 0.35 | 18.92 | 4.36 | 10.87 | | 2002 | N/A | N/A | N/A | 4.22 | | 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 | 1009 | 1802 | 55.99 | | 1-Month | 1795 | 1890 | 94.97 | | 3-Month | 1846 | 1884 | 97.98 | | 6-Month | 1699 | 1827 | 92.99 | | 1-Year | 847 | 1797 | 47.13 | | 3-Year | 933 | 1518 | 61.46 | | 5-Year | 465 | 1251 | 37.17 |
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0.24% Nasdaq 
Performance
