|
| Morningstar Return Rating: | Low | | Year to Date Return: | 2.25% | | 5-Year Average Return: | 2.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.92% | |
Worst 1-Yr Total Return (2008): | -1.52% | |
Best 3-Yr Total Return (2005-7): | 3.46% | |
Worst 3-Yr Total Return (2006-8): | 2.13% |
|
| 1-Year: | 0.31% | | 3-Year: | 1.08% | | 5-Year: | 1.82% | | 10-Year: | 3.79% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACGTX | Category | Diff | Index* | Diff | | Year To Date | 2.25 | 6.47 | -4.22 | 7.61 | -5.36 | | 1-Month | 0.91 | 1.23 | -0.32 | 1.29 | -0.38 | | 3-Month | 1.96 | 2.69 | -0.73 | 2.86 | -0.9 | | 1-Year | 5.83 | 9.04 | -3.21 | 11.63 | -5.8 | | 3-Year | 2.02 | 5.62 | -3.6 | 6.40 | -4.38 | | 5-Year | 2.36 | 4.68 | -2.32 | 5.49 | -3.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.04 | 4.86 | -1.82 | 7.06 | -4.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.43 | 7.38 | -3.95 | 7.94 | -4.51 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACGTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.52 | 4.76 | -6.28 | | 2007 | | | 5.92 | 6.09 | -0.17 | | 2006 | | | 2.11 | 3.47 | -1.36 | | 2005 | | | 2.39 | 1.91 | 0.48 | | 2004 | | | 2.66 | 3.01 | -0.35 | | 2003 | | | 0.51 | 1.90 | -1.39 | | 2002 | | | 8.75 | 9.23 | -0.48 | | 2001 | | | 6.16 | 6.81 | -0.65 | | 2000 | | | 11.38 | 10.86 | 0.52 | | 1999 | | | -3.73 | -1.35 | -2.38 |
|
| PAST QUARTERLY RETURNS (%) FOR
ACGTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.03 | -0.97 | 2.01 | N/A | | 2008 | -1.28 | -2.06 | -1.33 | 3.22 | | 2007 | 1.17 | -0.34 | 2.51 | 2.48 | | 2006 | -1.01 | -0.22 | 2.69 | 0.67 | | 2005 | -0.26 | 2.99 | -0.83 | 0.51 | | 2004 | 1.53 | -1.70 | 2.30 | 0.54 | | 2003 | 0.52 | 1.06 | -0.67 | -0.38 | | 2002 | -0.40 | 3.93 | 4.59 | 0.45 | | 2001 | 2.20 | -0.48 | 4.81 | -0.41 | | 2000 | 2.49 | 1.38 | 2.62 | 4.46 | | 1999 | N/A | N/A | N/A | -0.81 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 304 | 367 | 82.83 | | 1-Month | 302 | 374 | 80.75 | | 3-Month | 336 | 374 | 89.84 | | 6-Month | 329 | 374 | 87.97 | | 1-Year | 243 | 358 | 67.88 | | 3-Year | 283 | 345 | 82.03 | | 5-Year | 255 | 318 | 80.19 |
|
|
|
|
|
0.20% Nasdaq 
0.02 (0.21%) 
Performance
