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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.01% | | 5-Year Average Return: | -0.51% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 16.76% | |
Worst 1-Yr Total Return (2008): | -35.93% | |
Best 3-Yr Total Return (2004-6): | 11.62% | |
Worst 3-Yr Total Return (2006-8): | -10.37% |
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| 1-Year: | -9.29% | | 3-Year: | -7.35% | | 5-Year: | -0.16% | | 10-Year: | 3.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACSWX | 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 | -7.87 | -8.36 | 0.49 | -7.02 | -0.85 | | 5-Year | -0.51 | 0.18 | -0.69 | 0.33 | -0.84 | | 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) | -13.63 | -16.40 | 2.77 | -18.25 | 4.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACSWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.93 | -37.09 | 1.16 | | 2007 | | | -2.46 | 1.42 | -3.88 | | 2006 | | | 15.21 | 18.15 | -2.94 | | 2005 | | | 3.37 | 5.95 | -2.58 | | 2004 | | | 16.76 | 12.97 | 3.79 | | 2003 | | | 29.90 | 28.44 | 1.46 | | 2002 | | | -20.21 | -18.69 | -1.52 | | 2001 | | | -2.54 | -4.99 | 2.45 | | 2000 | | | 31.06 | 7.87 | 23.19 | | 1999 | | | 1.57 | 6.72 | -5.15 |
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| PAST QUARTERLY RETURNS (%) FOR
ACSWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.53 | 18.17 | 19.42 | N/A | | 2008 | -8.96 | -8.06 | -0.92 | -22.74 | | 2007 | 0.83 | 5.00 | -1.82 | -6.17 | | 2006 | 2.76 | 0.63 | 5.28 | 5.81 | | 2005 | -1.45 | 0.10 | 1.09 | 3.65 | | 2004 | 3.30 | 1.38 | 2.08 | 9.21 | | 2003 | -4.71 | 18.21 | 3.25 | 11.69 | | 2002 | 3.29 | -14.15 | -19.54 | 11.83 | | 2001 | -1.93 | 7.33 | -13.64 | 7.23 | | 2000 | 0.37 | 1.92 | 11.25 | 15.17 | | 1999 | N/A | N/A | N/A | 3.36 |
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| 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 | 174 | 1346 | 12.93 | | 1-Year | 290 | 1318 | 22.00 | | 3-Year | 380 | 1124 | 33.81 | | 5-Year | 529 | 934 | 56.64 |
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0.22% Nasdaq 
Performance
