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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.17% | | 5-Year Average Return: | 4.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.01% | |
Worst 1-Yr Total Return (2008): | -45.96% | |
Best 3-Yr Total Return (2005-7): | 17.03% | |
Worst 3-Yr Total Return (2006-8): | -9.31% |
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| 1-Year: | -5.25% | | 3-Year: | -3.25% | | 5-Year: | 5.38% | | 10-Year: | -1.75% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ALSAX | Category | Diff | Index* | Diff | | Year To Date | 29.17 | 21.65 | 7.52 | 17.05 | 12.12 | | 1-Month | -6.06 | -5.90 | -0.16 | -1.86 | -4.2 | | 3-Month | 1.93 | 2.07 | -0.14 | 5.48 | -3.55 | | 1-Year | 20.59 | 13.17 | 7.42 | 9.80 | 10.79 | | 3-Year | -5.83 | -7.45 | 1.62 | -7.02 | 1.19 | | 5-Year | 4.74 | 0.22 | 4.52 | 0.33 | 4.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.40 | 52.20 | 3.2 | 45.76 | 9.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.01 | -18.89 | -0.12 | -18.25 | -0.76 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.96 | -41.55 | -4.41 | | 2007 | | | 15.98 | 7.59 | 8.39 | | 2006 | | | 19.01 | 10.81 | 8.20 | | 2005 | | | 16.14 | 6.02 | 10.12 | | 2004 | | | 15.72 | 12.41 | 3.31 | | 2003 | | | 42.81 | 45.54 | -2.73 | | 2002 | | | -27.48 | -27.88 | 0.40 | | 2001 | | | -31.29 | -8.91 | -22.38 | | 2000 | | | -28.79 | -3.85 | -24.94 | | 1999 | | | 32.73 | 64.77 | -32.04 |
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| PAST QUARTERLY RETURNS (%) FOR
ALSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.96 | 20.75 | 16.15 | N/A | | 2008 | -16.82 | 1.27 | -11.79 | -27.27 | | 2007 | 4.15 | 7.37 | 3.57 | 0.13 | | 2006 | 13.53 | -3.54 | -2.00 | 10.90 | | 2005 | -3.61 | 7.05 | 10.49 | 1.86 | | 2004 | 7.37 | 0.69 | -7.05 | 15.16 | | 2003 | -2.11 | 18.28 | 9.39 | 12.74 | | 2002 | -0.25 | -14.29 | -19.35 | 5.17 | | 2001 | -27.45 | 7.47 | -23.77 | 15.59 | | 2000 | 7.77 | -8.60 | -9.32 | -20.28 | | 1999 | N/A | N/A | N/A | 26.60 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 118 | 790 | 14.94 | | 1-Month | 155 | 820 | 18.90 | | 3-Month | 212 | 819 | 25.89 | | 6-Month | 176 | 800 | 22.00 | | 1-Year | 115 | 783 | 14.69 | | 3-Year | 149 | 669 | 22.27 | | 5-Year | 20 | 554 | 3.61 |
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0.34% Nasdaq 0.00%
0.01 (0.18%) 
Performance
