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| Morningstar Return Rating: | Above average | | Year to Date Return: | 9.85% | | 5-Year Average Return: | 4.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.95% | |
Worst 1-Yr Total Return (2008): | -1.01% | |
Best 3-Yr Total Return (2005-7): | 4.37% | |
Worst 3-Yr Total Return (2006-8): | 3.19% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACITX | Category | Diff | Index* | Diff | | Year To Date | 9.85 | 10.39 | -0.54 | 6.24 | 3.61 | | 1-Month | 1.31 | 1.31 | 0 | 0.49 | 0.82 | | 3-Month | 4.13 | 4.45 | -0.32 | 2.60 | 1.53 | | 1-Year | 16.23 | 16.20 | 0.03 | 13.79 | 2.44 | | 3-Year | 5.99 | 4.77 | 1.22 | 6.35 | -0.36 | | 5-Year | 4.65 | 4.21 | 0.44 | 5.05 | -0.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.05 | 10.71 | -1.66 | 7.06 | 1.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.14 | -1.75 | 1.61 | 7.94 | -8.08 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACITX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.01 | -4.08 | 3.07 | | 2007 | | | 10.95 | 9.86 | 1.09 | | 2006 | | | 0.06 | 0.09 | -0.03 | | 2005 | | | 2.42 | 2.09 | 0.33 | | 2004 | | | 7.95 | 7.48 | 0.47 | | 2003 | | | 7.35 | 7.15 | 0.20 | | 2002 | | | 15.15 | 14.81 | 0.34 | | 2001 | | | 7.65 | 7.27 | 0.38 | | 2000 | | | 12.08 | 12.36 | -0.28 | | 1999 | | | 1.69 | 1.80 | -0.11 |
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| PAST QUARTERLY RETURNS (%) FOR
ACITX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.73 | 0.27 | 3.25 | N/A | | 2008 | 5.26 | -0.20 | -3.63 | -2.22 | | 2007 | 2.36 | -0.92 | 4.32 | 4.87 | | 2006 | -2.19 | 0.40 | 3.38 | -1.45 | | 2005 | -0.38 | 2.88 | -0.06 | -0.02 | | 2004 | 4.87 | -3.16 | 3.73 | 2.48 | | 2003 | 2.30 | 3.50 | 0.10 | 1.28 | | 2002 | 1.19 | 5.44 | 7.23 | 0.65 | | 2001 | 4.62 | 1.45 | 2.53 | -1.07 | | 2000 | 4.09 | 2.15 | 2.03 | 3.33 | | 1999 | N/A | N/A | N/A | -0.07 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 66 | 158 | 41.77 | | 1-Month | 27 | 162 | 16.67 | | 3-Month | 91 | 158 | 57.59 | | 6-Month | 72 | 158 | 45.57 | | 1-Year | 62 | 156 | 39.74 | | 3-Year | 30 | 138 | 21.74 | | 5-Year | 15 | 82 | 18.29 |
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1.23% Nasdaq 
0.02 (0.17%) 
Performance
