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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.16% | | 5-Year Average Return: | -1.08% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 17.66% | |
Worst 1-Yr Total Return (2008): | -40.95% | |
Best 3-Yr Total Return (2004-6): | 14.01% | |
Worst 3-Yr Total Return (2006-8): | -13.84% |
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| 1-Year: | -7.09% | | 3-Year: | -8.37% | | 5-Year: | 0.37% | | 10-Year: | 0.54% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACSMX | Category | Diff | Index* | Diff | | Year To Date | 18.16 | 25.56 | -7.4 | 17.05 | 1.11 | | 1-Month | -5.99 | -4.12 | -1.87 | -1.86 | -4.13 | | 3-Month | 3.52 | 5.04 | -1.52 | 5.48 | -1.96 | | 1-Year | 9.48 | 18.21 | -8.73 | 9.80 | -0.32 | | 3-Year | -11.63 | -6.38 | -5.25 | -7.02 | -4.61 | | 5-Year | -1.08 | 1.42 | -2.5 | 0.33 | -1.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.00 | 53.89 | -0.89 | 45.76 | 7.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.94 | -16.12 | -4.82 | -18.25 | -2.69 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACSMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.95 | -39.18 | -1.77 | | 2007 | | | -3.83 | 4.85 | -8.68 | | 2006 | | | 12.62 | 14.03 | -1.41 | | 2005 | | | 11.83 | 9.25 | 2.58 | | 2004 | | | 17.66 | 16.30 | 1.36 | | 2003 | | | 42.54 | 36.28 | 6.26 | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ACSMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.08 | 17.51 | 20.29 | N/A | | 2008 | -9.17 | -0.97 | -12.08 | -25.33 | | 2007 | 3.76 | 4.65 | -5.04 | -6.73 | | 2006 | 9.45 | -4.03 | -0.52 | 7.78 | | 2005 | -1.26 | 4.75 | 5.76 | 2.24 | | 2004 | 5.09 | -0.14 | -1.05 | 13.31 | | 2003 | -4.31 | 20.94 | 7.21 | 14.88 | | 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 | 382 | 461 | 82.86 | | 1-Month | 445 | 484 | 91.94 | | 3-Month | 385 | 482 | 79.88 | | 6-Month | 382 | 466 | 81.97 | | 1-Year | 331 | 459 | 72.11 | | 3-Year | 290 | 378 | 76.72 | | 5-Year | 220 | 298 | 73.83 |
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