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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.78% | | 5-Year Average Return: | 4.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 5.03% | |
Worst 1-Yr Total Return (2008): | -8.17% | |
Best 3-Yr Total Return (2004-6): | 3.77% | |
Worst 3-Yr Total Return (2006-8): | -0.02% |
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| 1-Year: | 16.14% | | 3-Year: | 3.10% | | 5-Year: | 3.25% | | 10-Year: | 4.98% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACCBX | Category | Diff | Index* | Diff | | Year To Date | 19.78 | 13.54 | 6.24 | 6.24 | 13.54 | | 1-Month | 1.22 | 0.89 | 0.33 | 0.49 | 0.73 | | 3-Month | 4.88 | 4.14 | 0.74 | 2.60 | 2.28 | | 1-Year | 31.39 | 17.86 | 13.53 | 13.79 | 17.6 | | 3-Year | 4.96 | 4.54 | 0.42 | 6.35 | -1.39 | | 5-Year | 4.30 | 3.85 | 0.45 | 5.05 | -0.75 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 20.32 | 13.81 | 6.51 | 7.06 | 13.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.94 | 6.49 | 3.45 | 7.94 | 2 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -8.17 | -4.70 | -3.47 | | 2007 | | | 4.78 | 4.70 | 0.08 | | 2006 | | | 3.86 | 4.15 | -0.29 | | 2005 | | | 2.45 | 1.80 | 0.65 | | 2004 | | | 5.03 | 3.91 | 1.12 | | 2003 | | | 9.79 | 5.10 | 4.69 | | 2002 | | | 3.38 | 8.04 | -4.66 | | 2001 | | | 9.41 | 7.64 | 1.77 | | 2000 | | | 7.82 | 9.44 | -1.62 | | 1999 | | | -3.30 | -1.35 | -1.95 |
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| PAST QUARTERLY RETURNS (%) FOR
ACCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.20 | 11.08 | 8.94 | N/A | | 2008 | -0.34 | -2.35 | -8.41 | 3.03 | | 2007 | 1.51 | -1.09 | 2.33 | 1.99 | | 2006 | -0.82 | -0.21 | 3.87 | 1.02 | | 2005 | -1.01 | 3.59 | -0.65 | 0.56 | | 2004 | 2.20 | -2.68 | 3.86 | 1.68 | | 2003 | 2.12 | 4.68 | 0.92 | 1.77 | | 2002 | -1.54 | 0.43 | 1.39 | 3.12 | | 2001 | 3.33 | 0.86 | 3.42 | 1.51 | | 2000 | 1.13 | 0.23 | 3.06 | 3.20 | | 1999 | N/A | N/A | N/A | 0.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 145 | 1122 | 12.92 | | 1-Month | 81 | 1164 | 6.96 | | 3-Month | 357 | 1154 | 30.94 | | 6-Month | 101 | 1133 | 8.91 | | 1-Year | 54 | 1113 | 4.85 | | 3-Year | 446 | 957 | 46.60 | | 5-Year | 334 | 845 | 39.53 |
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