BOGIX - Bogle Investment Mgmt Sm Cp Gr Instl

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return17.07%
5-Year Average Return14.24%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Dec 30, 2017)58.80%
Worst 1 Yr Total Return (Dec 30, 2017)-48.19%
Best 3-Yr Total Return58.80%
Worst 3-Yr Total Return-17.31%

Trailing Returns (%) Vs. Benchmarks

ReturnBOGIXCategory
YTD17.07%12.28%
1-Month1.92%-0.28%
3-Month3.69%3.54%
1-Year17.07%12.28%
3-Year8.98%8.71%
5-Year14.24%12.99%
10-Year8.60%8.13%
Last Bull Market30.94%27.59%
Last Bear Market-26.80%-24.18%

Annual Total Return (%) History

Year
BOGIXCategory
2017
17.07%12.28%
2016
19.77%20.78%
2015
-7.69%-5.38%
2014
2.38%3.79%
2013
46.87%37.39%
2012
26.17%15.46%
2011
-4.92%-4.07%
2010
29.25%25.61%
2009
45.88%31.80%
2008
-48.19%-36.56%
2007
-5.49%-1.10%
2006
15.48%15.03%
2005
17.38%6.75%
2004
10.86%18.94%
2003
58.80%43.41%
2002
-17.58%-16.22%
2001
5.22%8.92%
2000
26.80%11.89%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20172.63%0.20%9.78%3.69%
20160.97%0.84%11.28%5.71%
20156.24%-2.33%-15.35%5.09%
20142.17%4.38%-4.31%0.32%
201313.68%3.38%11.57%12.01%
201217.04%-5.86%8.52%5.52%
201110.19%0.36%-24.05%13.20%
20106.87%-10.62%15.61%17.03%
2009-12.11%33.37%19.77%3.91%
2008-15.25%-4.28%-10.51%-28.63%
20072.23%6.85%-5.89%-8.06%
200615.64%-6.24%-2.32%9.04%
2005-2.65%4.47%9.56%5.34%
20045.54%-1.19%-3.35%9.99%
2003-3.19%24.39%12.51%17.21%
20026.60%-5.36%-18.90%0.73%
2001-8.67%16.42%-13.42%14.30%
200016.01%5.52%7.43%-3.57%

Rank In Category (By Total Return)

YTD11
1-Month5
3-Month45
1-Year11
3-Year52
5-Year32

Load Adjusted Returns

1-Year17.07%
3-Year8.98%
5-Year14.24%
10-Year8.60%