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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.23% | | 5-Year Average Return: | -0.81% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 16.75% | |
Worst 1-Yr Total Return (2008): | -36.35% | |
Best 3-Yr Total Return (2004-6): | 11.61% | |
Worst 3-Yr Total Return (2006-8): | -10.62% |
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| 1-Year: | -6.25% | | 3-Year: | -6.98% | | 5-Year: | -0.22% | | 10-Year: | 3.77% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACSYX | Category | Diff | Index* | Diff | | Year To Date | 20.23 | 15.79 | 4.44 | 17.05 | 3.18 | | 1-Month | -2.04 | -2.21 | 0.17 | -1.86 | -0.18 | | 3-Month | 7.36 | 5.62 | 1.74 | 5.48 | 1.88 | | 1-Year | 12.36 | 9.52 | 2.84 | 9.80 | 2.56 | | 3-Year | -8.33 | -8.36 | 0.03 | -7.02 | -1.31 | | 5-Year | -0.81 | 0.18 | -0.99 | 0.33 | -1.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.01 | 46.84 | 10.17 | 45.76 | 11.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.27 | -16.40 | 2.13 | -18.25 | 3.98 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACSYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.35 | -37.09 | 0.74 | | 2007 | | | -2.63 | 1.42 | -4.05 | | 2006 | | | 15.20 | 18.15 | -2.95 | | 2005 | | | 3.37 | 5.95 | -2.58 | | 2004 | | | 16.75 | 12.97 | 3.78 | | 2003 | | | 29.98 | 28.44 | 1.54 | | 2002 | | | -20.21 | -18.69 | -1.52 | | 2001 | | | -2.54 | -4.99 | 2.45 | | 2000 | | | 30.97 | 7.87 | 23.10 | | 1999 | | | 1.64 | 6.72 | -5.08 |
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| PAST QUARTERLY RETURNS (%) FOR
ACSYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.68 | 17.93 | 19.19 | N/A | | 2008 | -9.07 | -8.24 | -1.10 | -22.86 | | 2007 | 0.83 | 5.00 | -1.81 | -6.33 | | 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 | 3.32 | 11.68 | | 2002 | 3.36 | -14.20 | -19.47 | 11.73 | | 2001 | -1.93 | 7.33 | -13.64 | 7.23 | | 2000 | 0.30 | 1.92 | 11.25 | 15.16 | | 1999 | N/A | N/A | N/A | 3.43 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 307 | 1335 | 23.00 | | 1-Month | 620 | 1379 | 44.96 | | 3-Month | 259 | 1368 | 18.93 | | 6-Month | 188 | 1346 | 13.97 | | 1-Year | 338 | 1318 | 25.64 | | 3-Year | 440 | 1124 | 39.15 | | 5-Year | 585 | 934 | 62.63 |
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1.23% Nasdaq 
Performance
