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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.26% | | 5-Year Average Return: | 4.71% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.99% | |
Worst 1-Yr Total Return (2008): | -43.30% | |
Best 3-Yr Total Return (2006-8): | -7.55% | |
Worst 3-Yr Total Return (2006-8): | -7.55% |
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| 1-Year: | -9.60% | | 3-Year: | -3.57% | | 5-Year: | 5.30% | | 10-Year: | 3.68% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACWBX | Category | Diff | Index* | Diff | | Year To Date | 22.26 | 25.91 | -3.65 | 27.36 | -5.1 | | 1-Month | -1.79 | -2.31 | 0.52 | -1.25 | -0.54 | | 3-Month | 5.93 | 5.52 | 0.41 | 8.10 | -2.17 | | 1-Year | 16.10 | 22.45 | -6.35 | 27.71 | -11.61 | | 3-Year | -4.52 | -5.03 | 0.51 | -5.22 | 0.7 | | 5-Year | 4.71 | 3.41 | 1.3 | 5.10 | -0.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.96 | 50.04 | -6.08 | 59.35 | -15.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.62 | -12.42 | -10.2 | -14.95 | -7.67 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACWBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.30 | -41.91 | -1.39 | | 2007 | | | 18.99 | 11.28 | 7.71 | | 2006 | | | 17.11 | 19.72 | -2.61 | | 2005 | | | N/A | 11.61 | N/A | | 2004 | | | N/A | 15.27 | N/A | | 2003 | | | N/A | 34.49 | N/A | | 2002 | | | N/A | -19.36 | N/A | | 2001 | | | N/A | -17.51 | N/A | | 2000 | | | N/A | -9.14 | N/A | | 1999 | | | N/A | 41.13 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ACWBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.36 | 15.71 | 16.13 | N/A | | 2008 | -10.68 | 2.72 | -19.15 | -23.56 | | 2007 | 2.89 | 8.18 | 6.87 | 0.03 | | 2006 | 9.10 | -4.52 | 2.74 | 9.43 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 437 | 767 | 56.98 | | 1-Month | 194 | 844 | 22.99 | | 3-Month | 116 | 830 | 13.98 | | 6-Month | 605 | 787 | 76.87 | | 1-Year | 440 | 741 | 59.38 | | 3-Year | 188 | 530 | 35.47 | | 5-Year | | 434 | N/A |
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