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| Morningstar Return Rating: | High | | Year to Date Return: | 19.40% | | 5-Year Average Return: | 3.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.78% | |
Worst 1-Yr Total Return (2008): | -30.53% | |
Best 3-Yr Total Return (2004-6): | 13.19% | |
Worst 3-Yr Total Return (2006-8): | -6.19% |
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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 | BVEFX | Category | Diff | Index* | Diff | | Year To Date | 19.40 | 15.79 | 3.61 | 17.05 | 2.35 | | 1-Month | -1.42 | -2.21 | 0.79 | -1.86 | 0.44 | | 3-Month | 6.64 | 5.62 | 1.02 | 5.48 | 1.16 | | 1-Year | 13.91 | 9.52 | 4.39 | 9.80 | 4.11 | | 3-Year | -3.86 | -8.36 | 4.5 | -7.02 | 3.16 | | 5-Year | 3.66 | 0.18 | 3.48 | 0.33 | 3.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.60 | 46.84 | -1.24 | 45.76 | -0.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.31 | -16.40 | 0.09 | -18.25 | 1.94 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BVEFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.53 | -37.09 | 6.56 | | 2007 | | | 2.65 | 1.42 | 1.23 | | 2006 | | | 15.78 | 18.15 | -2.37 | | 2005 | | | 9.24 | 5.95 | 3.29 | | 2004 | | | 14.67 | 12.97 | 1.70 | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BVEFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.53 | 17.05 | 16.96 | N/A | | 2008 | -5.17 | -0.08 | -6.16 | -21.87 | | 2007 | 0.77 | 6.90 | -2.67 | -2.10 | | 2006 | 3.91 | -0.68 | 4.47 | 7.39 | | 2005 | -0.98 | 3.13 | 2.00 | 4.87 | | 2004 | 2.51 | 4.81 | -3.55 | 10.66 | | 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 | 360 | 1335 | 26.97 | | 1-Month | 358 | 1379 | 25.96 | | 3-Month | 164 | 1368 | 11.99 | | 6-Month | 430 | 1346 | 31.95 | | 1-Year | 279 | 1318 | 21.17 | | 3-Year | 63 | 1124 | 5.60 | | 5-Year | 23 | 934 | 2.46 |
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1.48% Nasdaq 
Performance
