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Tuesday, December 29, 2009, 11:01PM ET - U.S. Markets Closed. Dow Down 0.02% Nasdaq Down 0.12%
AllianceBern Balance Wealth Strat I (ABWIX)On Dec 29: 10.91  Up 0.01 (0.09%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:28.11%
5-Year Average Return:3.06%
Number of Years Up:2
Number of Years Down:1
Best 1-Yr Total Return (2006):14.18%
Worst 1-Yr Total Return (2008):-32.10%
Best 3-Yr Total Return (2006-8):-6.51%
Worst 3-Yr Total Return (2006-8):-6.51%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnABWIXCategoryDiffIndex*Diff
Year To Date28.1122.215.9N/AN/A
1-Month3.163.58-0.42N/AN/A
3-Month6.525.740.78N/AN/A
1-Year34.1026.147.96N/AN/A
3-Year-2.40-2.18-0.22N/AN/A
5-Year3.062.200.86N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)43.9333.999.94N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-8.73-9.130.4N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearABWIXCategoryDiff
2009N/AN/AN/A
2008
 
-32.10-28.00-4.10
2007
 
5.415.99-0.58
2006
 
14.1811.292.89
2005N/A5.13N/A
2004N/A8.86N/A
2003N/A20.35N/A
2002N/A-12.02N/A
2001N/A-5.05N/A
2000N/A1.82N/A
1999N/A10.71N/A
PAST QUARTERLY RETURNS (%) FOR ABWIX 
Q1Q2Q3Q4
2009-6.8816.1816.22N/A
2008-6.60-1.90-11.00-16.74
20072.272.592.57-2.05
20064.68-1.644.226.39
2005N/A3.154.363.00
2004N/AN/AN/AN/A
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date177118414.95
1-Month1146123392.94
3-Month737122959.97
6-Month132120810.93
1-Year136118311.50
3-Year45793249.03
5-Year784N/A

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