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| Morningstar Return Rating: | Low | | Year to Date Return: | 16.11% | | 5-Year Average Return: | -2.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.04% | |
Worst 1-Yr Total Return (2008): | -42.30% | |
Best 3-Yr Total Return (2004-6): | 6.94% | |
Worst 3-Yr Total Return (2006-8): | -12.74% |
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| 1-Year: | -13.38% | | 3-Year: | -8.91% | | 5-Year: | -2.05% | | 10-Year: | -1.75% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACQCX | Category | Diff | Index* | Diff | | Year To Date | 16.11 | 24.15 | -8.04 | 17.05 | -0.94 | | 1-Month | -1.57 | -2.25 | 0.68 | -1.86 | 0.29 | | 3-Month | 3.16 | 4.52 | -1.36 | 5.48 | -2.32 | | 1-Year | 2.56 | 15.35 | -12.79 | 9.80 | -7.24 | | 3-Year | -10.35 | -4.95 | -5.4 | -7.02 | -3.33 | | 5-Year | -2.61 | 0.99 | -3.6 | 0.33 | -2.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.37 | 42.81 | -8.44 | 45.76 | -11.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.13 | -17.14 | -5.99 | -18.25 | -4.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACQCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.30 | -40.67 | -1.63 | | 2007 | | | 5.60 | 13.35 | -7.75 | | 2006 | | | 9.04 | 7.05 | 1.99 | | 2005 | | | 5.37 | 6.71 | -1.34 | | 2004 | | | 6.45 | 7.81 | -1.36 | | 2003 | | | 25.67 | 28.66 | -2.99 | | 2002 | | | -20.93 | -27.64 | 6.71 | | 2001 | | | -15.02 | -22.30 | 7.28 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ACQCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.34 | 11.75 | 12.70 | N/A | | 2008 | -11.44 | -1.58 | -10.72 | -25.85 | | 2007 | -0.17 | 5.32 | 4.77 | -4.14 | | 2006 | 4.41 | -3.39 | 2.83 | 5.14 | | 2005 | -2.67 | 1.66 | 3.78 | 2.60 | | 2004 | -0.84 | 0.61 | -2.25 | 9.15 | | 2003 | -3.28 | 13.40 | 1.61 | 12.75 | | 2002 | 2.13 | -9.24 | -17.86 | 3.86 | | 2001 | -14.58 | 4.22 | -15.60 | 13.10 | | 2000 | N/A | -3.30 | 4.64 | -2.57 | | 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 | 1549 | 1802 | 85.96 | | 1-Month | 850 | 1890 | 44.97 | | 3-Month | 1337 | 1884 | 70.97 | | 6-Month | 1224 | 1827 | 67.00 | | 1-Year | 1406 | 1797 | 78.24 | | 3-Year | 1239 | 1518 | 81.62 | | 5-Year | 1029 | 1251 | 82.25 |
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0.22% Nasdaq 
Performance
