|
| Morningstar Return Rating: | Average | | Year to Date Return: | 21.01% | | 5-Year Average Return: | -0.06% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 17.57% | |
Worst 1-Yr Total Return (2008): | -35.89% | |
Best 3-Yr Total Return (2004-6): | 12.45% | |
Worst 3-Yr Total Return (2006-8): | -9.96% |
|
| 1-Year: | -10.11% | | 3-Year: | -8.10% | | 5-Year: | -0.64% | | 10-Year: | 3.93% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACSTX | Category | Diff | Index* | Diff | | Year To Date | 21.01 | 15.79 | 5.22 | 17.05 | 3.96 | | 1-Month | -1.97 | -2.21 | 0.24 | -1.86 | -0.11 | | 3-Month | 7.56 | 5.62 | 1.94 | 5.48 | 2.08 | | 1-Year | 13.19 | 9.52 | 3.67 | 9.80 | 3.39 | | 3-Year | -7.64 | -8.36 | 0.72 | -7.02 | -0.62 | | 5-Year | -0.06 | 0.18 | -0.24 | 0.33 | -0.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.58 | 46.84 | 10.74 | 45.76 | 11.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.70 | -16.40 | 2.7 | -18.25 | 4.55 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACSTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.89 | -37.09 | 1.20 | | 2007 | | | -1.89 | 1.42 | -3.31 | | 2006 | | | 16.06 | 18.15 | -2.09 | | 2005 | | | 4.19 | 5.95 | -1.76 | | 2004 | | | 17.57 | 12.97 | 4.60 | | 2003 | | | 30.98 | 28.44 | 2.54 | | 2002 | | | -19.59 | -18.69 | -0.90 | | 2001 | | | -1.79 | -4.99 | 3.20 | | 2000 | | | 31.91 | 7.87 | 24.04 | | 1999 | | | 2.38 | 6.72 | -4.34 |
|
| PAST QUARTERLY RETURNS (%) FOR
ACSTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.53 | 18.17 | 19.42 | N/A | | 2008 | -8.90 | -8.06 | -0.92 | -22.74 | | 2007 | 1.02 | 5.20 | -1.63 | -6.15 | | 2006 | 2.90 | 0.83 | 5.48 | 6.05 | | 2005 | -1.26 | 0.28 | 1.33 | 3.84 | | 2004 | 3.43 | 1.57 | 2.27 | 9.43 | | 2003 | -4.53 | 18.45 | 3.44 | 11.97 | | 2002 | 3.49 | -13.96 | -19.33 | 11.95 | | 2001 | -1.70 | 7.51 | -13.50 | 7.44 | | 2000 | 0.44 | 2.12 | 11.47 | 15.36 | | 1999 | N/A | N/A | N/A | 3.56 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 253 | 1335 | 18.95 | | 1-Month | 565 | 1379 | 40.97 | | 3-Month | 177 | 1368 | 12.94 | | 6-Month | 161 | 1346 | 11.96 | | 1-Year | 291 | 1318 | 22.08 | | 3-Year | 348 | 1124 | 30.96 | | 5-Year | 450 | 934 | 48.18 |
|
|
|
|
|