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| Morningstar Return Rating: | Average | | Year to Date Return: | -4.06% | | 5-Year Average Return: | 4.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 43.71% | |
Worst 1-Yr Total Return (2008): | -45.91% | |
Best 3-Yr Total Return (2005-7): | 16.33% | |
Worst 3-Yr Total Return (2006-8): | -9.74% |
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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 | ALSRX | Category | Diff | Index* | Diff | | Year To Date | -4.06 | -4.40 | 0.34 | -3.60 | -0.46 | | 1-Month | -4.06 | -4.40 | 0.34 | -3.60 | -0.46 | | 3-Month | 6.83 | 6.57 | 0.26 | 4.16 | 2.67 | | 1-Year | 44.82 | 39.62 | 5.2 | 33.14 | 11.68 | | 3-Year | -5.53 | -6.96 | 1.43 | -7.24 | 1.71 | | 5-Year | 4.10 | 0.25 | 3.85 | 0.18 | 3.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.61 | 52.98 | 1.63 | 45.76 | 8.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.27 | -19.59 | 0.32 | -18.25 | -1.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALSRX | Category | Diff | | 2009 | | | 43.71 | 35.46 | 8.25 | | 2008 | | | -45.91 | -41.55 | -4.36 | | 2007 | | | 15.52 | 7.59 | 7.93 | | 2006 | | | 17.69 | 10.81 | 6.88 | | 2005 | | | 15.79 | 6.02 | 9.77 | | 2004 | | | 16.46 | 12.41 | 4.05 | | 2003 | | | 41.88 | 45.54 | -3.66 | | 2002 | | | -26.84 | -27.88 | 1.04 | | 2001 | | | -27.98 | -8.91 | -19.07 | | 2000 | | | -22.84 | -3.85 | -18.99 |
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| PAST QUARTERLY RETURNS (%) FOR
ALSRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.82 | 20.34 | 16.08 | 4.78 | | 2008 | -16.87 | 1.69 | -12.03 | -27.26 | | 2007 | 3.89 | 7.29 | 3.45 | 0.18 | | 2006 | 13.16 | -3.83 | -1.93 | 10.28 | | 2005 | -3.92 | 6.90 | 10.27 | 2.24 | | 2004 | 7.72 | 1.31 | -7.60 | 15.50 | | 2003 | -1.55 | 17.24 | 9.17 | 12.60 | | 2002 | -0.07 | -14.50 | -18.75 | 5.38 | | 2001 | -26.59 | 7.86 | -22.53 | 17.40 | | 2000 | 9.52 | -6.92 | -7.06 | -18.56 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 177 | 807 | 21.93 | | 1-Month | 209 | 807 | 25.90 | | 3-Month | 248 | 803 | 30.88 | | 6-Month | 335 | 798 | 41.98 | | 1-Year | 152 | 769 | 19.77 | | 3-Year | 178 | 670 | 26.57 | | 5-Year | 38 | 554 | 6.86 |
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1.52% Nasdaq 0.00%
Performance
