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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.95% | | 5-Year Average Return: | -0.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.09% | |
Worst 1-Yr Total Return (2008): | -37.35% | |
Best 3-Yr Total Return (2004-6): | 9.78% | |
Worst 3-Yr Total Return (2006-8): | -8.90% |
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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 | AAFPX | Category | Diff | Index* | Diff | | Year To Date | 16.95 | 18.65 | -1.7 | 17.05 | -0.1 | | 1-Month | -1.92 | -2.18 | 0.26 | -1.86 | -0.06 | | 3-Month | 5.34 | 5.08 | 0.26 | 5.48 | -0.14 | | 1-Year | 9.64 | 11.86 | -2.22 | 9.80 | -0.16 | | 3-Year | -7.43 | -6.78 | -0.65 | -7.02 | -0.41 | | 5-Year | -0.18 | 0.49 | -0.67 | 0.33 | -0.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.85 | 45.26 | 0.59 | 45.76 | 0.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.36 | -15.99 | -2.37 | -18.25 | -0.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AAFPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.35 | -37.79 | 0.44 | | 2007 | | | 4.88 | 6.16 | -1.28 | | 2006 | | | 15.09 | 14.17 | 0.92 | | 2005 | | | 4.32 | 5.88 | -1.56 | | 2004 | | | 10.21 | 10.02 | 0.19 | | 2003 | | | 27.74 | 27.05 | 0.69 | | 2002 | | | -22.59 | -22.25 | -0.34 | | 2001 | | | -12.49 | -13.50 | 1.01 | | 2000 | | | -9.54 | -6.31 | -3.23 | | 1999 | | | 20.24 | 20.16 | 0.08 |
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| PAST QUARTERLY RETURNS (%) FOR
AAFPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.57 | 15.71 | 15.24 | N/A | | 2008 | -9.64 | -2.87 | -8.50 | -21.99 | | 2007 | 0.47 | 6.14 | 1.93 | -3.52 | | 2006 | 4.01 | -1.56 | 5.51 | 6.54 | | 2005 | -2.28 | 1.21 | 3.45 | 1.96 | | 2004 | 1.54 | 1.58 | -2.01 | 9.04 | | 2003 | -3.37 | 15.16 | 2.52 | 11.97 | | 2002 | 0.13 | -13.49 | -17.46 | 8.28 | | 2001 | -12.01 | 5.70 | -14.74 | 10.36 | | 2000 | 2.19 | -2.63 | -1.30 | -7.88 | | 1999 | N/A | N/A | N/A | 14.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1107 | 2013 | 54.99 | | 1-Month | 548 | 2110 | 25.97 | | 3-Month | 815 | 2090 | 39.00 | | 6-Month | 799 | 2049 | 38.99 | | 1-Year | 948 | 1999 | 47.42 | | 3-Year | 820 | 1694 | 48.41 | | 5-Year | 694 | 1352 | 51.33 |
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1.00% Nasdaq 0.00%
Performance
