|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 33.81% | | 5-Year Average Return: | 0.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.82% | |
Worst 1-Yr Total Return (2008): | -42.17% | |
Best 3-Yr Total Return (2005-7): | 7.62% | |
Worst 3-Yr Total Return (2006-8): | -10.80% |
|
| 1-Year: | -6.75% | | 3-Year: | -4.42% | | 5-Year: | 0.38% | | 10-Year: | -1.81% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACPLX | Category | Diff | Index* | Diff | | Year To Date | 33.81 | 31.20 | 2.61 | 24.07 | 9.74 | | 1-Month | 5.84 | 5.67 | 0.17 | 6.00 | -0.16 | | 3-Month | 7.29 | 8.18 | -0.89 | 7.91 | -0.62 | | 1-Year | 35.87 | 34.04 | 1.83 | 25.39 | 10.48 | | 3-Year | -4.71 | -3.89 | -0.82 | -5.79 | 1.08 | | 5-Year | 0.07 | 1.25 | -1.18 | 0.71 | -0.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.64 | 43.84 | 7.8 | 45.76 | 5.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.55 | -18.03 | -0.52 | -18.25 | -0.3 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACPLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.17 | -40.67 | -1.50 | | 2007 | | | 11.82 | 13.35 | -1.53 | | 2006 | | | 9.74 | 7.05 | 2.69 | | 2005 | | | 1.57 | 6.71 | -5.14 | | 2004 | | | 4.57 | 7.81 | -3.24 | | 2003 | | | 33.68 | 28.66 | 5.02 | | 2002 | | | -34.13 | -27.64 | -6.49 | | 2001 | | | -20.81 | -22.30 | 1.49 | | 2000 | | | -5.85 | -13.05 | 7.20 | | 1999 | | | 45.21 | 38.87 | 6.34 |
|
| PAST QUARTERLY RETURNS (%) FOR
ACPLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.55 | 19.25 | 15.56 | N/A | | 2008 | -12.10 | 3.93 | -15.17 | -25.37 | | 2007 | 2.63 | 6.74 | 4.19 | -2.04 | | 2006 | 6.25 | -4.68 | 2.39 | 5.83 | | 2005 | -5.05 | 1.51 | 4.32 | 1.02 | | 2004 | -1.36 | 1.45 | -4.64 | 9.57 | | 2003 | -1.43 | 16.36 | 3.58 | 12.53 | | 2002 | -8.86 | -18.69 | -14.76 | 4.28 | | 2001 | -14.29 | 3.54 | -22.94 | 15.79 | | 2000 | 14.02 | -3.20 | -3.96 | -11.18 | | 1999 | N/A | N/A | N/A | 27.95 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 454 | 1818 | 24.97 | | 1-Month | 438 | 1906 | 22.98 | | 3-Month | 1485 | 1904 | 77.99 | | 6-Month | 1138 | 1866 | 60.99 | | 1-Year | 444 | 1815 | 24.46 | | 3-Year | 736 | 1537 | 47.89 | | 5-Year | 719 | 1273 | 56.48 |
|
|
|
|
|
0.51% Nasdaq 
Performance
