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| Morningstar Return Rating: | Low | | Year to Date Return: | -8.91% | | 5-Year Average Return: | -7.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.66% | |
Worst 1-Yr Total Return (2008): | -31.94% | |
Best 3-Yr Total Return (2005-7): | 3.33% | |
Worst 3-Yr Total Return (2006-8): | -9.71% |
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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 | ASCPX | Category | Diff | Index* | Diff | | Year To Date | -8.91 | 9.09 | -18 | 6.24 | -15.15 | | 1-Month | 0.68 | 0.68 | 0 | 0.49 | 0.19 | | 3-Month | -0.95 | 2.53 | -3.48 | 2.60 | -3.55 | | 1-Year | -15.66 | 9.59 | -25.25 | 13.79 | -29.45 | | 3-Year | -13.59 | 3.61 | -17.2 | 6.35 | -19.94 | | 5-Year | -7.31 | 3.21 | -10.52 | 5.05 | -12.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | -1.84 | 7.68 | -9.52 | 7.06 | -8.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.53 | 4.17 | -28.7 | 7.94 | -32.47 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ASCPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.94 | -4.23 | -27.71 | | 2007 | | | 3.35 | 4.29 | -0.94 | | 2006 | | | 4.66 | 4.05 | 0.61 | | 2005 | | | 2.00 | 1.45 | 0.55 | | 2004 | | | 2.16 | 1.63 | 0.53 | | 2003 | | | 1.55 | 2.54 | -0.99 | | 2002 | | | 5.62 | 5.47 | 0.15 | | 2001 | | | 7.27 | 7.27 | 0.00 | | 2000 | | | 9.74 | 7.59 | 2.15 | | 1999 | | | 1.48 | 2.21 | -0.73 |
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| PAST QUARTERLY RETURNS (%) FOR
ASCPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.79 | -0.80 | -0.01 | N/A | | 2008 | -5.38 | -7.01 | -11.86 | -12.24 | | 2007 | 1.58 | 0.10 | 1.54 | 0.10 | | 2006 | 0.14 | 0.75 | 2.46 | 1.25 | | 2005 | -0.27 | 1.68 | -0.09 | 0.68 | | 2004 | 1.53 | -1.68 | 1.76 | 0.58 | | 2003 | 0.82 | 0.55 | -0.12 | 0.29 | | 2002 | 0.48 | 2.42 | 2.03 | 0.58 | | 2001 | 2.79 | 0.41 | 3.70 | 0.22 | | 2000 | 1.00 | 1.82 | 2.95 | 3.66 | | 1999 | N/A | N/A | N/A | 0.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 419 | 419 | 100.00 | | 1-Month | 435 | 435 | 100.00 | | 3-Month | 416 | 434 | 95.85 | | 6-Month | 411 | 420 | 97.86 | | 1-Year | 348 | 419 | 83.05 | | 3-Year | 301 | 360 | 83.61 | | 5-Year | 257 | 305 | 84.26 |
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