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| Morningstar Return Rating: | Low | | Year to Date Return: | 16.94% | | 5-Year Average Return: | -1.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.38% | |
Worst 1-Yr Total Return (2008): | -39.13% | |
Best 3-Yr Total Return (2004-6): | 6.92% | |
Worst 3-Yr Total Return (2006-8): | -11.49% |
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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 | ALCGX | Category | Diff | Index* | Diff | | Year To Date | 16.94 | 24.15 | -7.21 | 17.05 | -0.11 | | 1-Month | -2.93 | -2.25 | -0.68 | -1.86 | -1.07 | | 3-Month | 3.33 | 4.52 | -1.19 | 5.48 | -2.15 | | 1-Year | 12.34 | 15.35 | -3.01 | 9.80 | 2.54 | | 3-Year | -8.73 | -4.95 | -3.78 | -7.02 | -1.71 | | 5-Year | -1.83 | 0.99 | -2.82 | 0.33 | -2.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.38 | 42.81 | -4.43 | 45.76 | -7.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.06 | -17.14 | -2.92 | -18.25 | -1.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.13 | -40.67 | 1.54 | | 2007 | | | 5.70 | 13.35 | -7.65 | | 2006 | | | 7.77 | 7.05 | 0.72 | | 2005 | | | 3.70 | 6.71 | -3.01 | | 2004 | | | 9.38 | 7.81 | 1.57 | | 2003 | | | 31.52 | 28.66 | 2.86 | | 2002 | | | -29.03 | -27.64 | -1.39 | | 2001 | | | -20.97 | -22.30 | 1.33 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ALCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.59 | 13.60 | 13.53 | N/A | | 2008 | -11.03 | 1.27 | -13.66 | -21.75 | | 2007 | 0.58 | 5.88 | 1.49 | -2.20 | | 2006 | 3.41 | -4.04 | 4.37 | 4.07 | | 2005 | -5.75 | 2.37 | 4.30 | 3.04 | | 2004 | 1.73 | 1.87 | -3.51 | 9.38 | | 2003 | -0.45 | 14.84 | 3.38 | 11.29 | | 2002 | -3.22 | -17.94 | -14.98 | 5.11 | | 2001 | -21.98 | 9.61 | -19.61 | 14.97 | | 2000 | N/A | N/A | N/A | -21.16 | | 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 | 1441 | 1802 | 79.97 | | 1-Month | 1266 | 1890 | 66.98 | | 3-Month | 1281 | 1884 | 67.99 | | 6-Month | 1425 | 1827 | 78.00 | | 1-Year | 1060 | 1797 | 58.99 | | 3-Year | 1126 | 1518 | 74.18 | | 5-Year | 973 | 1251 | 77.78 |
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0.18% Nasdaq 0.00%
Performance
