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| Morningstar Return Rating: | Above average | | Year to Date Return: | 50.81% | | 5-Year Average Return: | 4.03% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.35% | |
Worst 1-Yr Total Return (2008): | -49.18% | |
Best 3-Yr Total Return (2006-8): | -13.56% | |
Worst 3-Yr Total Return (2006-8): | -13.56% |
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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 | ACPDX | Category | Diff | Index* | Diff | | Year To Date | 50.81 | 24.15 | 26.66 | 17.05 | 33.76 | | 1-Month | -1.92 | -2.25 | 0.33 | -1.86 | -0.06 | | 3-Month | 7.79 | 4.52 | 3.27 | 5.48 | 2.31 | | 1-Year | 30.25 | 15.35 | 14.9 | 9.80 | 20.45 | | 3-Year | -1.52 | -4.95 | 3.43 | -7.02 | 5.5 | | 5-Year | 4.03 | 0.99 | 3.04 | 0.33 | 3.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.87 | 42.81 | 20.06 | 45.76 | 17.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.25 | -17.14 | 2.89 | -18.25 | 4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACPDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.18 | -40.67 | -8.51 | | 2007 | | | 22.35 | 13.35 | 9.00 | | 2006 | | | 3.89 | 7.05 | -3.16 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ACPDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.12 | 21.78 | 21.25 | N/A | | 2008 | -11.93 | 3.13 | -20.61 | -29.53 | | 2007 | 2.83 | 6.65 | 10.23 | 1.21 | | 2006 | 0.57 | -3.77 | 0.39 | 6.93 | | 2005 | N/A | N/A | N/A | 7.87 | | 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 | 36 | 1802 | 2.00 | | 1-Month | 888 | 1890 | 46.98 | | 3-Month | 131 | 1884 | 6.95 | | 6-Month | 127 | 1827 | 6.95 | | 1-Year | 38 | 1797 | 2.11 | | 3-Year | 120 | 1518 | 7.91 | | 5-Year | | 1251 | N/A |
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0.22% Nasdaq 0.00%
Performance
