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| Morningstar Return Rating: | Low | | Year to Date Return: | 20.93% | | 5-Year Average Return: | -4.83% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 10.23% | |
Worst 1-Yr Total Return (2008): | -44.62% | |
Best 3-Yr Total Return (2004-6): | 8.08% | |
Worst 3-Yr Total Return (2006-8): | -15.63% |
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| 1-Year: | -22.15% | | 3-Year: | -12.65% | | 5-Year: | -4.97% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | XLACX | Category | Diff | Index* | Diff | | Year To Date | 20.93 | 38.44 | -17.51 | 7.61 | 13.32 | | 1-Month | 0.58 | 0.16 | 0.42 | 1.29 | -0.71 | | 3-Month | 7.68 | 3.72 | 3.96 | 2.86 | 4.82 | | 1-Year | 13.19 | 33.19 | -20 | 11.63 | 1.56 | | 3-Year | -12.69 | -1.51 | -11.18 | 6.40 | -19.09 | | 5-Year | -4.83 | 1.14 | -5.97 | 5.49 | -10.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.94 | 27.31 | -13.37 | 7.06 | 6.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.97 | -4.33 | -26.64 | 7.94 | -38.91 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | XLACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.62 | -29.72 | -14.90 | | 2007 | | | -1.64 | 1.09 | -2.73 | | 2006 | | | 10.23 | 6.57 | 3.66 | | 2005 | | | 7.07 | 4.58 | 2.49 | | 2004 | | | 6.98 | 5.12 | 1.86 | | 2003 | | | 21.12 | 10.43 | 10.69 | | 2002 | | | -1.47 | 0.84 | -2.31 | | 2001 | | | 2.21 | 1.64 | 0.57 | | 2000 | | | N/A | 5.52 | N/A | | 1999 | | | N/A | 5.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
XLACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.60 | 6.84 | 11.85 | N/A | | 2008 | -9.81 | 2.22 | -9.15 | -33.87 | | 2007 | 2.52 | 1.53 | -2.77 | -2.81 | | 2006 | 2.84 | 2.07 | 1.96 | 2.99 | | 2005 | 1.55 | 0.77 | 3.24 | 1.35 | | 2004 | 2.88 | 1.43 | 1.01 | 1.49 | | 2003 | 2.86 | 8.84 | 2.99 | 5.04 | | 2002 | 2.71 | -0.45 | -6.51 | 3.09 | | 2001 | 0.93 | 0.14 | 0.83 | 0.30 | | 2000 | N/A | 2.53 | 2.67 | 1.68 | | 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 | 128 | 134 | 95.52 | | 1-Month | 134 | 134 | 100.00 | | 3-Month | 36 | 134 | 26.87 | | 6-Month | 30 | 134 | 22.39 | | 1-Year | 105 | 134 | 78.36 | | 3-Year | 72 | 88 | 81.82 | | 5-Year | 51 | 63 | 80.95 |
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0.83% Nasdaq 
Performance
