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| Morningstar Return Rating: | Low | | Year to Date Return: | 2.37% | | 5-Year Average Return: | 2.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.83% | |
Worst 1-Yr Total Return (2008): | -1.53% | |
Best 3-Yr Total Return (2005-7): | 3.44% | |
Worst 3-Yr Total Return (2006-8): | 2.10% |
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| 1-Year: | 3.33% | | 3-Year: | 1.97% | | 5-Year: | 2.06% | | 10-Year: | 3.78% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACGSX | Category | Diff | Index* | Diff | | Year To Date | 2.37 | 6.47 | -4.1 | 7.61 | -5.24 | | 1-Month | 0.91 | 1.23 | -0.32 | 1.29 | -0.38 | | 3-Month | 2.08 | 2.69 | -0.61 | 2.86 | -0.78 | | 1-Year | 5.85 | 9.04 | -3.19 | 11.63 | -5.78 | | 3-Year | 2.03 | 5.62 | -3.59 | 6.40 | -4.37 | | 5-Year | 2.37 | 4.68 | -2.31 | 5.49 | -3.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.95 | 4.86 | -1.91 | 7.06 | -4.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.45 | 7.38 | -3.93 | 7.94 | -4.49 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACGSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.53 | 4.76 | -6.29 | | 2007 | | | 5.83 | 6.09 | -0.26 | | 2006 | | | 2.12 | 3.47 | -1.35 | | 2005 | | | 2.39 | 1.91 | 0.48 | | 2004 | | | 2.67 | 3.01 | -0.34 | | 2003 | | | 0.52 | 1.90 | -1.38 | | 2002 | | | 8.77 | 9.23 | -0.46 | | 2001 | | | 6.08 | 6.81 | -0.73 | | 2000 | | | 11.53 | 10.86 | 0.67 | | 1999 | | | -3.84 | -1.35 | -2.49 |
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| PAST QUARTERLY RETURNS (%) FOR
ACGSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.03 | -0.97 | 2.01 | N/A | | 2008 | -1.18 | -2.06 | -1.44 | 3.23 | | 2007 | 1.17 | -0.34 | 2.52 | 2.39 | | 2006 | -1.01 | -0.22 | 2.70 | 0.67 | | 2005 | -0.26 | 3.00 | -0.84 | 0.52 | | 2004 | 1.53 | -1.70 | 2.31 | 0.55 | | 2003 | 0.52 | 1.06 | -0.67 | -0.38 | | 2002 | -0.30 | 3.93 | 4.50 | 0.46 | | 2001 | 2.10 | -0.48 | 4.82 | -0.41 | | 2000 | 2.50 | 1.49 | 2.62 | 4.47 | | 1999 | N/A | N/A | N/A | -0.92 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 300 | 367 | 81.74 | | 1-Month | 302 | 374 | 80.75 | | 3-Month | 336 | 374 | 89.84 | | 6-Month | 310 | 374 | 82.89 | | 1-Year | 239 | 358 | 66.76 | | 3-Year | 282 | 345 | 81.74 | | 5-Year | 254 | 318 | 79.87 |
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Performance
