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| Morningstar Return Rating: | Above average | | Year to Date Return: | 50.24% | | 5-Year Average Return: | 3.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.42% | |
Worst 1-Yr Total Return (2008): | -49.49% | |
Best 3-Yr Total Return (2005-7): | 12.66% | |
Worst 3-Yr Total Return (2006-8): | -14.26% |
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| 1-Year: | 2.97% | | 3-Year: | -0.97% | | 5-Year: | 3.72% | | 10-Year: | -1.54% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACPBX | Category | Diff | Index* | Diff | | Year To Date | 50.24 | 24.15 | 26.09 | 17.05 | 33.19 | | 1-Month | -1.95 | -2.25 | 0.3 | -1.86 | -0.09 | | 3-Month | 7.65 | 4.52 | 3.13 | 5.48 | 2.17 | | 1-Year | 29.61 | 15.35 | 14.26 | 9.80 | 19.81 | | 3-Year | -2.16 | -4.95 | 2.79 | -7.02 | 4.86 | | 5-Year | 3.23 | 0.99 | 2.24 | 0.33 | 2.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.40 | 42.81 | 19.59 | 45.76 | 16.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.59 | -17.14 | 2.55 | -18.25 | 3.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.49 | -40.67 | -8.82 | | 2007 | | | 21.42 | 13.35 | 8.07 | | 2006 | | | 2.76 | 7.05 | -4.29 | | 2005 | | | 14.59 | 6.71 | 7.88 | | 2004 | | | 6.25 | 7.81 | -1.56 | | 2003 | | | 20.58 | 28.66 | -8.08 | | 2002 | | | -26.05 | -27.64 | 1.59 | | 2001 | | | -16.77 | -22.30 | 5.53 | | 2000 | | | -13.09 | -13.05 | -0.04 | | 1999 | | | 12.98 | 38.87 | -25.89 |
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| PAST QUARTERLY RETURNS (%) FOR
ACPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.08 | 21.72 | 20.94 | N/A | | 2008 | -12.10 | 2.97 | -20.80 | -29.53 | | 2007 | 2.59 | 6.37 | 10.04 | 1.12 | | 2006 | 0.30 | -4.04 | 0.21 | 6.55 | | 2005 | -5.77 | 5.76 | 6.81 | 7.65 | | 2004 | 0.36 | 1.56 | -5.07 | 9.81 | | 2003 | -2.03 | 12.57 | 1.45 | 7.77 | | 2002 | -1.50 | -13.93 | -17.83 | 6.15 | | 2001 | -16.59 | 5.99 | -13.82 | 9.25 | | 2000 | 1.39 | -3.11 | -1.87 | -9.85 | | 1999 | N/A | N/A | N/A | 12.90 |
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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 | 907 | 1890 | 47.99 | | 3-Month | 169 | 1884 | 8.97 | | 6-Month | 164 | 1827 | 8.98 | | 1-Year | 43 | 1797 | 2.39 | | 3-Year | 158 | 1518 | 10.41 | | 5-Year | 132 | 1251 | 10.55 |
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0.22% Nasdaq 
Performance
