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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.81% | | 5-Year Average Return: | -0.44% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 18.35% | |
Worst 1-Yr Total Return (2008): | -40.56% | |
Best 3-Yr Total Return (2004-6): | 14.73% | |
Worst 3-Yr Total Return (2006-8): | -13.28% |
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| 1-Year: | -10.93% | | 3-Year: | -9.57% | | 5-Year: | -0.16% | | 10-Year: | 0.58% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACCMX | Category | Diff | Index* | Diff | | Year To Date | 18.81 | 25.56 | -6.75 | 17.05 | 1.76 | | 1-Month | -5.96 | -4.12 | -1.84 | -1.86 | -4.1 | | 3-Month | 3.68 | 5.04 | -1.36 | 5.48 | -1.8 | | 1-Year | 10.22 | 18.21 | -7.99 | 9.80 | 0.42 | | 3-Year | -11.05 | -6.38 | -4.67 | -7.02 | -4.03 | | 5-Year | -0.44 | 1.42 | -1.86 | 0.33 | -0.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.59 | 53.89 | -0.3 | 45.76 | 7.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.41 | -16.12 | -4.29 | -18.25 | -2.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACCMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.56 | -39.18 | -1.38 | | 2007 | | | -3.24 | 4.85 | -8.09 | | 2006 | | | 13.39 | 14.03 | -0.64 | | 2005 | | | 12.53 | 9.25 | 3.28 | | 2004 | | | 18.35 | 16.30 | 2.05 | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ACCMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.91 | 17.68 | 20.51 | N/A | | 2008 | -9.02 | -0.79 | -11.96 | -25.21 | | 2007 | 3.88 | 4.83 | -4.90 | -6.57 | | 2006 | 9.59 | -3.85 | -0.35 | 7.98 | | 2005 | -1.17 | 4.93 | 5.94 | 2.42 | | 2004 | 5.20 | 0.05 | -0.95 | 13.53 | | 2003 | N/A | N/A | N/A | 15.02 | | 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 | 368 | 461 | 79.83 | | 1-Month | 445 | 484 | 91.94 | | 3-Month | 375 | 482 | 77.80 | | 6-Month | 358 | 466 | 76.82 | | 1-Year | 324 | 459 | 70.59 | | 3-Year | 285 | 378 | 75.40 | | 5-Year | 206 | 298 | 69.13 |
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0.83% Nasdaq 0.00%
Performance
