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| Morningstar Return Rating: | High | | Year to Date Return: | 38.45% | | 5-Year Average Return: | 6.52% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 34.87% | |
Worst 1-Yr Total Return (2008): | -44.30% | |
Best 3-Yr Total Return (2005-7): | 19.01% | |
Worst 3-Yr Total Return (2006-8): | -6.27% |
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| 1-Year: | 1.43% | | 3-Year: | 4.36% | | 5-Year: | 7.60% | | 10-Year: | 3.08% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JACCX | Category | Diff | Index* | Diff | | Year To Date | 38.45 | 31.20 | 7.25 | 24.07 | 14.38 | | 1-Month | 4.02 | 5.67 | -1.65 | 6.00 | -1.98 | | 3-Month | 5.19 | 8.18 | -2.99 | 7.91 | -2.72 | | 1-Year | 42.96 | 34.04 | 8.92 | 25.39 | 17.57 | | 3-Year | 1.22 | -3.89 | 5.11 | -5.79 | 7.01 | | 5-Year | 6.52 | 1.25 | 5.27 | 0.71 | 5.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.90 | 43.84 | 7.06 | 45.76 | 5.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.97 | -18.03 | -1.94 | -18.25 | -1.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JACCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.30 | -40.67 | -3.63 | | 2007 | | | 34.87 | 13.35 | 21.52 | | 2006 | | | 9.63 | 7.05 | 2.58 | | 2005 | | | 14.00 | 6.71 | 7.29 | | 2004 | | | 17.09 | 7.81 | 9.28 | | 2003 | | | 18.29 | 28.66 | -10.37 | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
JACCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.98 | 20.75 | 14.46 | N/A | | 2008 | -5.90 | 5.67 | -25.13 | -25.18 | | 2007 | 2.57 | 7.30 | 14.57 | 6.95 | | 2006 | 3.01 | -3.43 | -0.32 | 10.56 | | 2005 | -2.19 | 7.34 | 6.88 | 1.60 | | 2004 | 5.28 | 0.62 | -1.50 | 12.22 | | 2003 | -1.38 | 8.85 | 1.13 | 8.96 | | 2002 | N/A | N/A | N/A | 0.56 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 327 | 1818 | 17.99 | | 1-Month | 1543 | 1906 | 80.95 | | 3-Month | 1789 | 1904 | 93.96 | | 6-Month | 1380 | 1866 | 73.95 | | 1-Year | 237 | 1815 | 13.06 | | 3-Year | 64 | 1537 | 4.16 | | 5-Year | 33 | 1273 | 2.59 |
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0.11% Nasdaq 0.00%
Performance
