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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.05% | | 5-Year Average Return: | 4.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.69% | |
Worst 1-Yr Total Return (2008): | -45.91% | |
Best 3-Yr Total Return (2004-6): | 16.65% | |
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 | 29.05 | 21.65 | 7.4 | 17.05 | 12 | | 1-Month | -5.91 | -5.90 | -0.01 | -1.86 | -4.05 | | 3-Month | 1.95 | 2.07 | -0.12 | 5.48 | -3.53 | | 1-Year | 20.53 | 13.17 | 7.36 | 9.80 | 10.73 | | 3-Year | -6.03 | -7.45 | 1.42 | -7.02 | 0.99 | | 5-Year | 4.37 | 0.22 | 4.15 | 0.33 | 4.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.61 | 52.20 | 2.41 | 45.76 | 8.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.27 | -18.89 | -0.38 | -18.25 | -1.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALSRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 52.16 | 64.77 | -12.61 |
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| PAST QUARTERLY RETURNS (%) FOR
ALSRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.82 | 20.34 | 16.08 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 29.64 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 126 | 790 | 15.95 | | 1-Month | 147 | 820 | 17.93 | | 3-Month | 212 | 819 | 25.89 | | 6-Month | 216 | 800 | 27.00 | | 1-Year | 119 | 783 | 15.20 | | 3-Year | 168 | 669 | 25.11 | | 5-Year | 27 | 554 | 4.87 |
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0.05% Nasdaq 
0.14%
Performance
