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| Morningstar Return Rating: | Low | | Year to Date Return: | -2.21% | | 5-Year Average Return: | -4.57% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 22.40% | |
Worst 1-Yr Total Return (2008): | -33.79% | |
Best 3-Yr Total Return (2004-6): | 14.69% | |
Worst 3-Yr Total Return (2006-8): | -11.92% |
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| 1-Year: | -21.35% | | 3-Year: | -11.88% | | 5-Year: | -2.91% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BTVCX | Category | Diff | Index* | Diff | | Year To Date | -2.21 | 19.13 | -21.34 | 17.05 | -19.26 | | 1-Month | -7.43 | -5.65 | -1.78 | -1.86 | -5.57 | | 3-Month | -3.28 | 2.75 | -6.03 | 5.48 | -8.76 | | 1-Year | -10.35 | 11.45 | -21.8 | 9.80 | -20.15 | | 3-Year | -15.27 | -8.46 | -6.81 | -7.02 | -8.25 | | 5-Year | -4.57 | 0.52 | -5.09 | 0.33 | -4.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.85 | 57.02 | -26.17 | 45.76 | -14.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.87 | -18.27 | -12.6 | -18.25 | -12.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BTVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.79 | -36.56 | 2.77 | | 2007 | | | -9.15 | -1.10 | -8.05 | | 2006 | | | 13.61 | 15.03 | -1.42 | | 2005 | | | 8.49 | 6.75 | 1.74 | | 2004 | | | 22.40 | 18.94 | 3.46 | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BTVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.83 | 12.24 | 11.82 | N/A | | 2008 | -8.29 | 2.57 | -6.41 | -24.80 | | 2007 | 2.76 | 3.60 | -8.97 | -6.25 | | 2006 | 10.43 | -4.74 | 0.27 | 7.70 | | 2005 | -0.85 | 5.74 | 2.81 | 0.65 | | 2004 | 5.85 | 3.44 | 1.52 | 10.13 | | 2003 | N/A | N/A | 6.15 | 12.07 | | 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 | 634 | 641 | 98.91 | | 1-Month | 628 | 662 | 94.86 | | 3-Month | 638 | 652 | 97.85 | | 6-Month | 640 | 647 | 98.92 | | 1-Year | 532 | 630 | 84.44 | | 3-Year | 441 | 553 | 79.75 | | 5-Year | 364 | 452 | 80.53 |
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