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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.70% | | 5-Year Average Return: | 0.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.40% | |
Worst 1-Yr Total Return (2008): | -37.20% | |
Best 3-Yr Total Return (2004-6): | 10.16% | |
Worst 3-Yr Total Return (2006-8): | -8.63% |
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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 | ACQIX | Category | Diff | Index* | Diff | | Year To Date | 16.70 | 18.65 | -1.95 | 17.05 | -0.35 | | 1-Month | -1.90 | -2.18 | 0.28 | -1.86 | -0.04 | | 3-Month | 5.28 | 5.08 | 0.2 | 5.48 | -0.2 | | 1-Year | 9.36 | 11.86 | -2.5 | 9.80 | -0.44 | | 3-Year | -7.30 | -6.78 | -0.52 | -7.02 | -0.28 | | 5-Year | 0.06 | 0.49 | -0.43 | 0.33 | -0.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.77 | 45.26 | 0.51 | 45.76 | 0.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.62 | -15.99 | -2.63 | -18.25 | -0.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACQIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.20 | -37.79 | 0.59 | | 2007 | | | 5.25 | 6.16 | -0.91 | | 2006 | | | 15.40 | 14.17 | 1.23 | | 2005 | | | 4.76 | 5.88 | -1.12 | | 2004 | | | 10.59 | 10.02 | 0.57 | | 2003 | | | 27.91 | 27.05 | 0.86 | | 2002 | | | -22.23 | -22.25 | 0.02 | | 2001 | | | -11.93 | -13.50 | 1.57 | | 2000 | | | -9.29 | -6.31 | -2.98 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ACQIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.04 | 15.73 | 15.56 | N/A | | 2008 | -9.54 | -2.65 | -8.53 | -22.05 | | 2007 | 0.51 | 6.26 | 2.10 | -3.49 | | 2006 | 4.02 | -1.37 | 5.55 | 6.57 | | 2005 | -2.13 | 1.22 | 3.55 | 2.13 | | 2004 | 1.65 | 1.65 | -1.84 | 9.03 | | 2003 | -3.35 | 15.10 | 2.66 | 12.00 | | 2002 | 0.05 | -13.45 | -17.14 | 8.40 | | 2001 | -11.74 | 5.68 | -14.65 | 10.62 | | 2000 | 2.27 | -2.74 | -0.96 | -7.92 | | 1999 | N/A | N/A | N/A | 14.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1207 | 2013 | 59.96 | | 1-Month | 633 | 2110 | 30.00 | | 3-Month | 877 | 2090 | 41.96 | | 6-Month | 963 | 2049 | 47.00 | | 1-Year | 1032 | 1999 | 51.63 | | 3-Year | 787 | 1694 | 46.46 | | 5-Year | 626 | 1352 | 46.30 |
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1.00% Nasdaq 
Performance
