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| Morningstar Return Rating: | Above average | | Year to Date Return: | 56.29% | | 5-Year Average Return: | 3.54% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.68% | |
Worst 1-Yr Total Return (2008): | -49.18% | |
Best 3-Yr Total Return (2004-6): | 16.38% | |
Worst 3-Yr Total Return (2006-8): | -12.75% |
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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 | ACTWX | Category | Diff | Index* | Diff | | Year To Date | 56.29 | 31.59 | 24.7 | 24.07 | 32.22 | | 1-Month | 6.44 | 4.49 | 1.95 | 6.00 | 0.44 | | 3-Month | 9.79 | 6.16 | 3.63 | 7.91 | 1.88 | | 1-Year | 61.45 | 35.24 | 26.21 | 25.39 | 36.06 | | 3-Year | -3.52 | -5.04 | 1.52 | -5.79 | 2.27 | | 5-Year | 3.54 | 1.47 | 2.07 | 0.71 | 2.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 74.22 | 48.99 | 25.23 | 45.76 | 28.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.89 | -20.53 | -0.36 | -18.25 | -2.64 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACTWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.18 | -43.77 | -5.41 | | 2007 | | | 9.20 | 15.09 | -5.89 | | 2006 | | | 19.68 | 9.00 | 10.68 | | 2005 | | | 11.08 | 9.84 | 1.24 | | 2004 | | | 18.58 | 13.23 | 5.35 | | 2003 | | | 30.61 | 35.96 | -5.35 | | 2002 | | | -7.81 | -27.24 | 19.43 | | 2001 | | | 8.00 | -19.98 | 27.98 | | 2000 | | | 11.68 | -4.78 | 16.46 | | 1999 | | | 29.30 | 60.49 | -31.19 |
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| PAST QUARTERLY RETURNS (%) FOR
ACTWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.91 | 28.11 | 23.94 | N/A | | 2008 | -13.90 | 9.42 | -22.78 | -30.14 | | 2007 | 7.00 | 9.12 | -1.30 | -5.24 | | 2006 | 7.82 | -2.22 | 2.72 | 10.51 | | 2005 | -5.30 | 5.45 | 4.29 | 6.66 | | 2004 | 5.38 | 1.93 | -3.02 | 13.82 | | 2003 | 1.85 | 14.41 | 6.78 | 4.97 | | 2002 | -0.72 | -4.30 | -8.50 | 6.04 | | 2001 | -6.86 | 11.25 | -11.34 | 17.57 | | 2000 | 2.34 | 1.05 | 10.32 | -2.11 | | 1999 | N/A | N/A | N/A | 14.35 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 8 | 827 | 0.97 | | 1-Month | 325 | 881 | 36.89 | | 3-Month | 123 | 879 | 13.99 | | 6-Month | 8 | 862 | 0.93 | | 1-Year | 1 | 825 | 0.12 | | 3-Year | 255 | 734 | 34.74 | | 5-Year | 122 | 632 | 19.30 |
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0.49% Nasdaq 
Performance
