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| Morningstar Return Rating: | Below average | | Year to Date Return: | 32.63% | | 5-Year Average Return: | 0.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.43% | |
Worst 1-Yr Total Return (2008): | -47.50% | |
Best 3-Yr Total Return (2004-6): | 12.93% | |
Worst 3-Yr Total Return (2006-8): | -12.69% |
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| 1-Year: | -5.35% | | 3-Year: | -6.38% | | 5-Year: | 1.80% | | 10-Year: | 4.12% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACDCX | Category | Diff | Index* | Diff | | Year To Date | 32.63 | 31.59 | 1.04 | 24.07 | 8.56 | | 1-Month | 4.07 | 4.49 | -0.42 | 6.00 | -1.93 | | 3-Month | 6.03 | 6.16 | -0.13 | 7.91 | -1.88 | | 1-Year | 35.01 | 35.24 | -0.23 | 25.39 | 9.62 | | 3-Year | -8.72 | -5.04 | -3.68 | -5.79 | -2.93 | | 5-Year | 0.03 | 1.47 | -1.44 | 0.71 | -0.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.53 | 48.99 | 1.54 | 45.76 | 4.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.32 | -20.53 | -2.79 | -18.25 | -5.07 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACDCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.50 | -43.77 | -3.73 | | 2007 | | | 9.82 | 15.09 | -5.27 | | 2006 | | | 15.43 | 9.00 | 6.43 | | 2005 | | | 8.79 | 9.84 | -1.05 | | 2004 | | | 14.68 | 13.23 | 1.45 | | 2003 | | | 34.36 | 35.96 | -1.60 | | 2002 | | | -22.22 | -27.24 | 5.02 | | 2001 | | | -9.20 | -19.98 | 10.78 | | 2000 | | | 9.04 | -4.78 | 13.82 | | 1999 | | | 26.74 | 60.49 | -33.75 |
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| PAST QUARTERLY RETURNS (%) FOR
ACDCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.53 | 15.75 | 19.41 | N/A | | 2008 | -14.97 | 2.69 | -16.15 | -28.29 | | 2007 | 5.25 | 8.65 | -0.21 | -3.76 | | 2006 | 11.33 | -2.85 | 0.00 | 6.73 | | 2005 | -2.57 | 3.12 | 5.88 | 2.28 | | 2004 | 5.32 | -0.23 | -3.59 | 13.21 | | 2003 | -2.51 | 16.93 | 4.05 | 13.28 | | 2002 | 5.03 | -10.07 | -21.45 | 4.83 | | 2001 | -13.20 | 12.97 | -19.46 | 14.98 | | 2000 | 22.12 | -8.18 | 3.19 | -5.76 | | 1999 | N/A | N/A | N/A | 30.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 388 | 827 | 46.92 | | 1-Month | 202 | 881 | 22.93 | | 3-Month | 439 | 879 | 49.94 | | 6-Month | 336 | 862 | 38.98 | | 1-Year | 303 | 825 | 36.73 | | 3-Year | 511 | 734 | 69.62 | | 5-Year | 366 | 632 | 57.91 |
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0.03% Nasdaq 
0.01 (0.08%) 
Performance
