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| Morningstar Return Rating: | | | Year to Date Return: | 49.78% | | 5-Year Average Return: | 12.54% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -60.20% | |
Worst 1-Yr Total Return (2008): | -60.20% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 4.79% | | 3-Year: | 0.11% | | 5-Year: | 13.50% | | 10-Year: | 8.58% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACKBX | Category | Diff | Index* | Diff | | Year To Date | 49.78 | 59.14 | -9.36 | 27.36 | 22.42 | | 1-Month | -2.59 | -1.32 | -1.27 | -1.25 | -1.34 | | 3-Month | 7.12 | 7.70 | -0.58 | 8.10 | -0.98 | | 1-Year | 50.44 | 56.66 | -6.22 | 27.71 | 22.73 | | 3-Year | -1.58 | 2.92 | -4.5 | -5.22 | 3.64 | | 5-Year | 12.54 | 14.22 | -1.68 | 5.10 | 7.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 81.94 | 84.39 | -2.45 | 59.35 | 22.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.57 | -6.80 | -12.77 | -14.95 | -4.62 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACKBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -60.20 | -54.44 | -5.76 | | 2007 | | | N/A | 36.68 | N/A | | 2006 | | | N/A | 32.06 | N/A | | 2005 | | | N/A | 31.54 | N/A | | 2004 | | | N/A | 23.54 | N/A | | 2003 | | | N/A | 55.19 | N/A | | 2002 | | | N/A | -6.05 | N/A | | 2001 | | | N/A | -3.83 | N/A | | 2000 | | | N/A | -30.33 | N/A | | 1999 | | | N/A | 70.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ACKBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.87 | 31.16 | 23.23 | N/A | | 2008 | -16.35 | 0.21 | -33.51 | -28.59 | | 2007 | N/A | N/A | N/A | 4.82 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 302 | 365 | 82.74 | | 1-Month | 60 | 381 | 15.75 | | 3-Month | 100 | 374 | 26.74 | | 6-Month | 222 | 371 | 59.84 | | 1-Year | 207 | 346 | 59.83 | | 3-Year | | 260 | N/A | | 5-Year | | 193 | N/A |
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