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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.45% | | 5-Year Average Return: | 5.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 25.29% | |
Worst 1-Yr Total Return (2008): | -49.03% | |
Best 3-Yr Total Return (2005-7): | 20.18% | |
Worst 3-Yr Total Return (2006-8): | -9.25% |
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| 1-Year: | -3.19% | | 3-Year: | -0.64% | | 5-Year: | 7.03% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ALMCX | Category | Diff | Index* | Diff | | Year To Date | 29.45 | 25.80 | 3.65 | 17.05 | 12.4 | | 1-Month | -5.38 | -4.37 | -1.01 | -1.86 | -3.52 | | 3-Month | 3.12 | 4.09 | -0.97 | 5.48 | -2.36 | | 1-Year | 17.97 | 16.23 | 1.74 | 9.80 | 8.17 | | 3-Year | -4.68 | -5.36 | 0.68 | -7.02 | 2.34 | | 5-Year | 5.35 | 1.68 | 3.67 | 0.33 | 5.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.98 | 47.87 | 4.11 | 45.76 | 6.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.44 | -19.87 | -1.57 | -18.25 | -3.19 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.03 | -43.77 | -5.26 | | 2007 | | | 25.29 | 15.09 | 10.20 | | 2006 | | | 17.04 | 9.00 | 8.04 | | 2005 | | | 18.37 | 9.84 | 8.53 | | 2004 | | | 14.65 | 13.23 | 1.42 | | 2003 | | | 36.06 | 35.96 | 0.10 | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ALMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.48 | 17.54 | 16.95 | N/A | | 2008 | -16.77 | -0.07 | -14.26 | -28.52 | | 2007 | 5.75 | 8.33 | 6.32 | 2.87 | | 2006 | 11.38 | -3.28 | -3.24 | 12.28 | | 2005 | -2.22 | 4.45 | 10.14 | 5.23 | | 2004 | 5.81 | -0.19 | -6.44 | 16.02 | | 2003 | -3.08 | 17.84 | 5.75 | 12.65 | | 2002 | N/A | N/A | -18.53 | 3.47 | | 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 | 296 | 848 | 34.91 | | 1-Month | 648 | 901 | 71.92 | | 3-Month | 493 | 898 | 54.90 | | 6-Month | 364 | 868 | 41.94 | | 1-Year | 320 | 847 | 37.78 | | 3-Year | 298 | 749 | 39.79 | | 5-Year | 48 | 636 | 7.55 |
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1.48% Nasdaq 
Performance
