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| Morningstar Return Rating: | Average | | Year to Date Return: | 49.89% | | 5-Year Average Return: | 3.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.21% | |
Worst 1-Yr Total Return (2008): | -44.10% | |
Best 3-Yr Total Return (2005-7): | 8.71% | |
Worst 3-Yr Total Return (2006-8): | -12.58% |
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| 1-Year: | 6.69% | | 3-Year: | -1.88% | | 5-Year: | 2.48% | | 10-Year: | -2.33% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACENX | Category | Diff | Index* | Diff | | Year To Date | 49.89 | 24.15 | 25.74 | 17.05 | 32.84 | | 1-Month | -1.86 | -2.25 | 0.39 | -1.86 | 0 | | 3-Month | 7.78 | 4.52 | 3.26 | 5.48 | 2.3 | | 1-Year | 34.66 | 15.35 | 19.31 | 9.80 | 24.86 | | 3-Year | -1.26 | -4.95 | 3.69 | -7.02 | 5.76 | | 5-Year | 3.04 | 0.99 | 2.05 | 0.33 | 2.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.74 | 42.81 | 19.93 | 45.76 | 16.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.56 | -17.14 | 8.58 | -18.25 | 9.69 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACENX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.10 | -40.67 | -3.43 | | 2007 | | | 12.21 | 13.35 | -1.14 | | 2006 | | | 6.52 | 7.05 | -0.53 | | 2005 | | | 7.49 | 6.71 | 0.78 | | 2004 | | | 3.54 | 7.81 | -4.27 | | 2003 | | | 25.64 | 28.66 | -3.02 | | 2002 | | | -29.60 | -27.64 | -1.96 | | 2001 | | | -20.75 | -22.30 | 1.55 | | 2000 | | | -14.98 | -13.05 | -1.93 | | 1999 | | | 26.47 | 38.87 | -12.40 |
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| PAST QUARTERLY RETURNS (%) FOR
ACENX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.53 | 22.44 | 20.49 | N/A | | 2008 | -13.02 | 1.61 | -14.66 | -25.89 | | 2007 | 2.84 | 6.98 | 5.24 | -3.09 | | 2006 | 4.24 | -5.45 | 3.31 | 4.61 | | 2005 | -2.85 | 3.27 | 3.25 | 3.77 | | 2004 | -0.17 | 0.08 | -5.23 | 9.35 | | 2003 | -1.80 | 12.73 | 2.11 | 11.15 | | 2002 | -4.18 | -15.33 | -16.82 | 4.31 | | 2001 | -21.46 | 5.79 | -17.35 | 15.40 | | 2000 | 11.78 | -4.65 | -3.36 | -17.46 | | 1999 | N/A | N/A | N/A | 23.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 36 | 1802 | 2.00 | | 1-Month | 869 | 1890 | 45.98 | | 3-Month | 131 | 1884 | 6.95 | | 6-Month | 164 | 1827 | 8.98 | | 1-Year | 30 | 1797 | 1.67 | | 3-Year | 84 | 1518 | 5.53 | | 5-Year | 157 | 1251 | 12.55 |
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1.23% Nasdaq 
Performance
