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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.34% | | 5-Year Average Return: | 3.95% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.06% | |
Worst 1-Yr Total Return (2008): | -46.42% | |
Best 3-Yr Total Return (2005-7): | 16.16% | |
Worst 3-Yr Total Return (2006-8): | -10.03% |
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| 1-Year: | -5.94% | | 3-Year: | -3.21% | | 5-Year: | 5.40% | | 10-Year: | -1.96% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ALSCX | Category | Diff | Index* | Diff | | Year To Date | 28.34 | 21.65 | 6.69 | 17.05 | 11.29 | | 1-Month | -6.18 | -5.90 | -0.28 | -1.86 | -4.32 | | 3-Month | 1.73 | 2.07 | -0.34 | 5.48 | -3.75 | | 1-Year | 19.54 | 13.17 | 6.37 | 9.80 | 9.74 | | 3-Year | -6.54 | -7.45 | 0.91 | -7.02 | 0.48 | | 5-Year | 3.95 | 0.22 | 3.73 | 0.33 | 3.62 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.46 | 52.20 | 2.26 | 45.76 | 8.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.69 | -18.89 | -0.8 | -18.25 | -1.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.42 | -41.55 | -4.87 | | 2007 | | | 15.13 | 7.59 | 7.54 | | 2006 | | | 18.06 | 10.81 | 7.25 | | 2005 | | | 15.33 | 6.02 | 9.31 | | 2004 | | | 15.00 | 12.41 | 2.59 | | 2003 | | | 41.79 | 45.54 | -3.75 | | 2002 | | | -27.96 | -27.88 | -0.08 | | 2001 | | | -31.74 | -8.91 | -22.83 | | 2000 | | | -29.50 | -3.85 | -25.65 | | 1999 | | | 32.14 | 64.77 | -32.63 |
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| PAST QUARTERLY RETURNS (%) FOR
ALSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.18 | 20.61 | 15.94 | N/A | | 2008 | -16.93 | 1.05 | -11.83 | -27.61 | | 2007 | 3.87 | 7.12 | 3.47 | 0.00 | | 2006 | 13.29 | -3.85 | -2.19 | 10.80 | | 2005 | -3.89 | 6.90 | 10.24 | 1.82 | | 2004 | 7.37 | 0.25 | -7.09 | 15.00 | | 2003 | -2.24 | 18.32 | 9.03 | 12.43 | | 2002 | -0.27 | -14.56 | -19.24 | 4.69 | | 2001 | -27.52 | 7.34 | -23.82 | 15.17 | | 2000 | 7.50 | -8.77 | -9.61 | -20.48 | | 1999 | N/A | N/A | N/A | 26.31 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 142 | 790 | 17.97 | | 1-Month | 139 | 820 | 16.95 | | 3-Month | 229 | 819 | 27.96 | | 6-Month | 240 | 800 | 30.00 | | 1-Year | 129 | 783 | 16.48 | | 3-Year | 205 | 669 | 30.64 | | 5-Year | 40 | 554 | 7.22 |
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0.84% Nasdaq 
0.01 (0.20%) 
Performance
