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| Morningstar Return Rating: | Above average | | Year to Date Return: | 52.26% | | 5-Year Average Return: | 2.11% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 13.11% | |
Worst 1-Yr Total Return (2008): | -45.04% | |
Best 3-Yr Total Return (2005-7): | 6.88% | |
Worst 3-Yr Total Return (2006-8): | -14.91% |
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| 1-Year: | 15.31% | | 3-Year: | 2.39% | | 5-Year: | 3.95% | | 10-Year: | 2.79% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AESCX | Category | Diff | Index* | Diff | | Year To Date | 52.26 | 25.80 | 26.46 | 17.05 | 35.21 | | 1-Month | -6.35 | -4.37 | -1.98 | -1.86 | -4.49 | | 3-Month | 7.93 | 4.09 | 3.84 | 5.48 | 2.45 | | 1-Year | 40.76 | 16.23 | 24.53 | 9.80 | 30.96 | | 3-Year | -0.84 | -5.36 | 4.52 | -7.02 | 6.18 | | 5-Year | 2.11 | 1.68 | 0.43 | 0.33 | 1.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 77.88 | 47.87 | 30.01 | 45.76 | 32.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.51 | -19.87 | 10.36 | -18.25 | 8.74 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AESCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.04 | -43.77 | -1.27 | | 2007 | | | 13.11 | 15.09 | -1.98 | | 2006 | | | -0.92 | 9.00 | -9.92 | | 2005 | | | 8.96 | 9.84 | -0.88 | | 2004 | | | 8.65 | 13.23 | -4.58 | | 2003 | | | 21.98 | 35.96 | -13.98 | | 2002 | | | -14.39 | -27.24 | 12.85 | | 2001 | | | -13.36 | -19.98 | 6.62 | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AESCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.44 | 26.61 | 24.14 | N/A | | 2008 | -13.95 | 2.61 | -12.99 | -28.46 | | 2007 | 3.83 | 7.38 | 3.44 | -1.92 | | 2006 | 4.34 | -7.30 | -3.54 | 6.20 | | 2005 | -4.39 | 3.56 | 8.04 | 1.86 | | 2004 | 1.71 | 1.51 | -5.41 | 11.25 | | 2003 | -4.62 | 12.44 | 2.97 | 10.45 | | 2002 | 2.45 | -10.65 | -13.77 | 8.46 | | 2001 | -19.56 | 8.81 | -17.60 | 20.12 | | 2000 | N/A | N/A | 11.14 | -15.59 | | 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 | 16 | 848 | 1.89 | | 1-Month | 864 | 901 | 95.89 | | 3-Month | 844 | 898 | 93.99 | | 6-Month | 60 | 868 | 6.91 | | 1-Year | 7 | 847 | 0.83 | | 3-Year | 112 | 749 | 14.95 | | 5-Year | 298 | 636 | 46.86 |
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1.48% Nasdaq 0.00%
Performance
