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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.26% | | 5-Year Average Return: | 2.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.08% | |
Worst 1-Yr Total Return (2008): | -32.81% | |
Best 3-Yr Total Return (2004-6): | 10.20% | |
Worst 3-Yr Total Return (2006-8): | -7.44% |
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| 1-Year: | 2.74% | | 3-Year: | -2.40% | | 5-Year: | 2.65% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ABWCX | Category | Diff | Index* | Diff | | Year To Date | 23.26 | 18.16 | 5.1 | N/A | N/A | | 1-Month | -1.33 | -1.24 | -0.09 | N/A | N/A | | 3-Month | 6.50 | 4.71 | 1.79 | N/A | N/A | | 1-Year | 20.93 | 15.73 | 5.2 | N/A | N/A | | 3-Year | -3.60 | -2.66 | -0.94 | N/A | N/A | | 5-Year | 2.04 | 2.10 | -0.06 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.07 | 33.32 | 9.75 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.69 | -8.51 | -1.18 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ABWCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.81 | -28.00 | -4.81 | | 2007 | | | 4.36 | 5.99 | -1.63 | | 2006 | | | 13.08 | 11.29 | 1.79 | | 2005 | | | 7.04 | 5.13 | 1.91 | | 2004 | | | 10.56 | 8.86 | 1.70 | | 2003 | | | N/A | 20.35 | N/A | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ABWCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.13 | 15.96 | 16.00 | N/A | | 2008 | -6.78 | -2.15 | -11.28 | -16.98 | | 2007 | 2.01 | 2.37 | 2.28 | -2.28 | | 2006 | 4.49 | -1.88 | 3.91 | 6.15 | | 2005 | -2.75 | 2.82 | 4.26 | 2.67 | | 2004 | 3.13 | -1.07 | 0.82 | 7.48 | | 2003 | N/A | N/A | N/A | 6.27 | | 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 | 181 | 1211 | 14.95 | | 1-Month | 943 | 1258 | 74.96 | | 3-Month | 125 | 1256 | 9.95 | | 6-Month | 97 | 1220 | 7.95 | | 1-Year | 130 | 1204 | 10.80 | | 3-Year | 495 | 950 | 52.11 | | 5-Year | 299 | 796 | 37.56 |
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