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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.71% | | 5-Year Average Return: | -0.97% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.95% | |
Worst 1-Yr Total Return (2008): | -36.71% | |
Best 3-Yr Total Return (2004-6): | 12.58% | |
Worst 3-Yr Total Return (2006-8): | -9.14% |
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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 | ACPIX | Category | Diff | Index* | Diff | | Year To Date | 12.71 | 15.79 | -3.08 | 17.05 | -4.34 | | 1-Month | -1.48 | -2.21 | 0.73 | -1.86 | 0.38 | | 3-Month | 6.61 | 5.62 | 0.99 | 5.48 | 1.13 | | 1-Year | 7.07 | 9.52 | -2.45 | 9.80 | -2.73 | | 3-Year | -9.73 | -8.36 | -1.37 | -7.02 | -2.71 | | 5-Year | -0.97 | 0.18 | -1.15 | 0.33 | -1.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.74 | 46.84 | -0.1 | 45.76 | 0.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.81 | -16.40 | -2.41 | -18.25 | -0.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.71 | -37.09 | 0.38 | | 2007 | | | -1.19 | 1.42 | -2.61 | | 2006 | | | 19.95 | 18.15 | 1.80 | | 2005 | | | 3.90 | 5.95 | -2.05 | | 2004 | | | 14.48 | 12.97 | 1.51 | | 2003 | | | 28.47 | 28.44 | 0.03 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ACPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.62 | 15.63 | 15.88 | N/A | | 2008 | -9.02 | -6.52 | -6.36 | -20.53 | | 2007 | -0.12 | 6.00 | -0.79 | -5.92 | | 2006 | 3.91 | 0.40 | 7.09 | 7.37 | | 2005 | -1.27 | 0.86 | 2.69 | 1.61 | | 2004 | 2.07 | 1.88 | 0.31 | 9.75 | | 2003 | -5.87 | 17.63 | 1.83 | 13.94 | | 2002 | N/A | -7.32 | -17.77 | 9.46 | | 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 | 801 | 1335 | 60.00 | | 1-Month | 344 | 1379 | 24.95 | | 3-Month | 355 | 1368 | 25.95 | | 6-Month | 565 | 1346 | 41.98 | | 1-Year | 636 | 1318 | 48.25 | | 3-Year | 682 | 1124 | 60.68 | | 5-Year | 598 | 934 | 64.03 |
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0.18% Nasdaq 
0.42%
Performance
