20.39%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| BJBIX | 20.39 | -43.00 | 17.00 | 31.00 | 17.00 | 23.00 | 35.00 | -3.00 | -18.00 | -8.00 | 76.00 |
| Index (S&P 500) | 20.90 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | -0.17 | -0.48 | -2.30 | 20.39 | 22.52 | -5.24 | 5.95 | 7.14 |
| +/- Index (S&P 500) | - 0.43 | - 0.88 | - 2.80 | - 0.51 | + 1.22 | + 0.86 | + 5.65 | + 7.84 |
| +/- Classification Avg. | - 0.25 | - 0.51 | - 1.40 | - 6.37 | - 10.76 | + 0.00 | + 1.63 | + 5.45 |
| % Rank in Classification | 95 | 95 | 97 | 85 | 97 | 49 | 20 | 2 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Ivy:Intl Core Eqty;Y (IVVYX) | 0.85% | ![]() |
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| 2. Ivy:Intl Core Eqty;A (IVIAX) | 0.60% | ![]() |
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| 3. American Funds EuPc;R-5 (RERFX) | 0.52% | ![]() |
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| 4. American Funds EuPc;5F-1 (CEUFX) | 0.39% | ![]() |
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| 5. Hartfd:Intl Oppty;Y (HAOYX) | 0.29% | ![]() |
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| 6. American Funds EuPc;A (AEPGX) | 0.24% | ![]() |
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| 7. American Funds EuPc;R-4 (REREX) | 0.22% | ![]() |
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| 8. American Funds EuPc;F-1 (AEGFX) | 0.22% | ![]() |
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| 9. American Funds EuPc;5A (CEUAX) | 0.20% | ![]() |
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| 10. Harbor:Intl;Inst (HAINX) | 0.15% | ![]() |
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| 149. Artio:Intl Eq;A (BJBIX) | -5.24% | ![]() |
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| Amount | Date | |
| Dividend | 0.46 | 12/29/2008 |
| Capital Gains | NA | NA |
| Dividend Frequency | Annually | NA |