25.34%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| BJBIX | 25.34 | -43.00 | 17.00 | 31.00 | 17.00 | 23.00 | 35.00 | -3.00 | -18.00 | -8.00 | 76.00 |
| Index (S&P 500) | 25.20 | -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 % | 2.34 | 1.65 | -1.54 | 25.34 | 42.41 | -4.57 | 6.43 | 7.14 |
| +/- Index (S&P 500) | + 0.97 | - 0.15 | - 2.94 | + 0.14 | + 0.61 | + 1.03 | + 5.63 | + 7.74 |
| +/- Classification Avg. | + 0.35 | + 0.34 | - 0.74 | - 5.10 | - 9.89 | + 0.02 | + 1.76 | + 5.58 |
| % Rank in Classification | 2 | 24 | 83 | 82 | 88 | 47 | 20 | 4 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Ivy:Intl Core Eqty;Y (IVVYX) | 1.33% | ![]() |
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| 2. American Funds EuPc;R-5 (RERFX) | 1.23% | ![]() |
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| 3. American Funds EuPc;5F-1 (CEUFX) | 1.11% | ![]() |
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| 4. Ivy:Intl Core Eqty;A (IVIAX) | 1.10% | ![]() |
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| 5. Harbor:Intl;Inst (HAINX) | 1.01% | ![]() |
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| 6. American Funds EuPc;A (AEPGX) | 0.96% | ![]() |
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| 7. American Funds EuPc;R-4 (REREX) | 0.94% | ![]() |
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| 8. American Funds EuPc;F-1 (AEGFX) | 0.94% | ![]() |
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| 9. American Funds EuPc;5A (CEUAX) | 0.92% | ![]() |
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| 10. Hartfd:Intl Oppty;Y (HAOYX) | 0.78% | ![]() |
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| 143. Artio:Intl Eq;A (BJBIX) | -4.57% | ![]() |
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| Amount | Date | |
| Dividend | 0.46 | 12/29/2008 |
| Capital Gains | NA | NA |
| Dividend Frequency | Annually | NA |