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| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.51% | | 5-Year Average Return: | 7.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 31.01% | |
Worst 1-Yr Total Return (2008): | -44.85% | |
Best 3-Yr Total Return (2005-7): | 20.81% | |
Worst 3-Yr Total Return (2006-8): | -5.21% |
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| 1-Year: | 6.58% | | 3-Year: | 3.51% | | 5-Year: | 8.85% | | 10-Year: | 0.18% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ALCCX | Category | Diff | Index* | Diff | | Year To Date | 33.51 | 24.15 | 9.36 | 17.05 | 16.46 | | 1-Month | -3.99 | -2.25 | -1.74 | -1.86 | -2.13 | | 3-Month | 5.07 | 4.52 | 0.55 | 5.48 | -0.41 | | 1-Year | 23.33 | 15.35 | 7.98 | 9.80 | 13.53 | | 3-Year | 0.55 | -4.95 | 5.5 | -7.02 | 7.57 | | 5-Year | 7.49 | 0.99 | 6.5 | 0.33 | 7.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.92 | 42.81 | 11.11 | 45.76 | 8.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.63 | -17.14 | 2.51 | -18.25 | 3.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.85 | -40.67 | -4.18 | | 2007 | | | 31.01 | 13.35 | 17.66 | | 2006 | | | 17.89 | 7.05 | 10.84 | | 2005 | | | 14.16 | 6.71 | 7.45 | | 2004 | | | 6.68 | 7.81 | -1.13 | | 2003 | | | 34.29 | 28.66 | 5.63 | | 2002 | | | -35.76 | -27.64 | -8.12 | | 2001 | | | -18.67 | -22.30 | 3.63 | | 2000 | | | -28.28 | -13.05 | -15.23 | | 1999 | | | 72.79 | 38.87 | 33.92 |
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| PAST QUARTERLY RETURNS (%) FOR
ALCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.93 | 20.37 | 17.79 | N/A | | 2008 | -15.35 | 3.36 | -18.52 | -22.63 | | 2007 | 6.24 | 7.54 | 9.94 | 4.30 | | 2006 | 7.03 | -4.41 | 4.40 | 10.38 | | 2005 | -3.01 | 4.39 | 7.67 | 4.71 | | 2004 | 3.21 | 2.20 | -10.52 | 13.03 | | 2003 | 3.23 | 16.52 | 1.64 | 9.84 | | 2002 | -4.73 | -17.19 | -16.08 | -2.96 | | 2001 | -19.98 | 9.14 | -18.15 | 13.78 | | 2000 | 13.47 | -15.84 | -1.48 | -23.76 | | 1999 | N/A | N/A | N/A | 40.25 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 180 | 1802 | 9.99 | | 1-Month | 1474 | 1890 | 77.99 | | 3-Month | 527 | 1884 | 27.97 | | 6-Month | 91 | 1827 | 4.98 | | 1-Year | 214 | 1797 | 11.91 | | 3-Year | 43 | 1518 | 2.83 | | 5-Year | 13 | 1251 | 1.04 |
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0.22% Nasdaq 0.00%
Performance
