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| Morningstar Return Rating: | High | | Year to Date Return: | 7.57% | | 5-Year Average Return: | 5.63% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 7.62% | |
Worst 1-Yr Total Return (2005): | 2.51% | |
Best 3-Yr Total Return (2006-8): | 5.95% | |
Worst 3-Yr Total Return (2004-6): | 3.30% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACBPX | Category | Diff | Index* | Diff | | Year To Date | 7.57 | 13.54 | -5.97 | 6.24 | 1.33 | | 1-Month | 0.51 | 0.89 | -0.38 | 0.49 | 0.02 | | 3-Month | 2.49 | 4.14 | -1.65 | 2.60 | -0.11 | | 1-Year | 14.18 | 17.86 | -3.68 | 13.79 | 0.39 | | 3-Year | 7.33 | 4.54 | 2.79 | 6.35 | 0.98 | | 5-Year | 5.63 | 3.85 | 1.78 | 5.05 | 0.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.97 | 13.81 | -6.84 | 7.06 | -0.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.10 | 6.49 | 2.61 | 7.94 | 1.16 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACBPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.25 | -4.70 | 10.95 | | 2007 | | | 7.62 | 4.70 | 2.92 | | 2006 | | | 4.01 | 4.15 | -0.14 | | 2005 | | | 2.51 | 1.80 | 0.71 | | 2004 | | | 3.40 | 3.91 | -0.51 | | 2003 | | | 4.23 | 5.10 | -0.87 | | 2002 | | | 8.44 | 8.04 | 0.40 | | 2001 | | | 8.15 | 7.64 | 0.51 | | 2000 | | | 11.10 | 9.44 | 1.66 | | 1999 | | | -1.09 | -1.35 | 0.26 |
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| PAST QUARTERLY RETURNS (%) FOR
ACBPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.46 | 1.55 | 3.87 | N/A | | 2008 | 3.44 | -0.94 | -0.17 | 3.88 | | 2007 | 1.56 | -0.93 | 3.46 | 3.39 | | 2006 | -0.58 | -0.22 | 3.70 | 1.10 | | 2005 | -0.28 | 3.00 | -0.72 | 0.52 | | 2004 | 2.28 | -2.60 | 2.73 | 1.03 | | 2003 | 1.41 | 2.42 | -0.16 | 0.51 | | 2002 | -0.18 | 2.87 | 3.89 | 1.64 | | 2001 | 3.08 | 0.28 | 4.73 | -0.10 | | 2000 | 2.13 | 1.05 | 3.26 | 4.26 | | 1999 | N/A | N/A | N/A | -0.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 908 | 1122 | 80.93 | | 1-Month | 873 | 1164 | 75.00 | | 3-Month | 957 | 1154 | 82.93 | | 6-Month | 1019 | 1133 | 89.94 | | 1-Year | 695 | 1113 | 62.44 | | 3-Year | 65 | 957 | 6.79 | | 5-Year | 59 | 845 | 6.98 |
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