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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.42% | | 5-Year Average Return: | -0.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.58% | |
Worst 1-Yr Total Return (2008): | -38.01% | |
Best 3-Yr Total Return (2004-6): | 8.26% | |
Worst 3-Yr Total Return (2006-8): | -9.45% |
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| 1-Year: | -11.88% | | 3-Year: | -7.27% | | 5-Year: | -0.73% | | 10-Year: | -1.29% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AALGX | Category | Diff | Index* | Diff | | Year To Date | 17.42 | 18.65 | -1.23 | 17.05 | 0.37 | | 1-Month | -2.28 | -2.18 | -0.1 | -1.86 | -0.42 | | 3-Month | 4.95 | 5.08 | -0.13 | 5.48 | -0.53 | | 1-Year | 8.55 | 11.86 | -3.31 | 9.80 | -1.25 | | 3-Year | -7.00 | -6.78 | -0.22 | -7.02 | 0.02 | | 5-Year | -0.33 | 0.49 | -0.82 | 0.33 | -0.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.21 | 45.26 | -1.05 | 45.76 | -1.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.13 | -15.99 | -2.14 | -18.25 | 0.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AALGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.01 | -37.79 | -0.22 | | 2007 | | | 7.33 | 6.16 | 1.17 | | 2006 | | | 11.58 | 14.17 | -2.59 | | 2005 | | | 5.10 | 5.88 | -0.78 | | 2004 | | | 8.21 | 10.02 | -1.81 | | 2003 | | | 21.13 | 27.05 | -5.92 | | 2002 | | | -22.75 | -22.25 | -0.50 | | 2001 | | | -13.95 | -13.50 | -0.45 | | 2000 | | | -1.09 | -6.31 | 5.22 | | 1999 | | | 22.61 | 20.16 | 2.45 |
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| PAST QUARTERLY RETURNS (%) FOR
AALGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.27 | 15.33 | 16.12 | N/A | | 2008 | -9.87 | -2.57 | -9.03 | -22.40 | | 2007 | 0.75 | 5.71 | 3.05 | -2.21 | | 2006 | 3.07 | -2.21 | 4.89 | 5.54 | | 2005 | -1.64 | 0.88 | 3.75 | 2.10 | | 2004 | 0.48 | 0.71 | -1.73 | 8.82 | | 2003 | -2.18 | 11.90 | 1.73 | 8.78 | | 2002 | 0.19 | -13.20 | -17.71 | 7.95 | | 2001 | -10.35 | 0.95 | -14.44 | 11.13 | | 2000 | 0.45 | 0.16 | -1.51 | -0.19 | | 1999 | N/A | N/A | N/A | 15.03 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 986 | 2013 | 48.98 | | 1-Month | 1413 | 2110 | 66.97 | | 3-Month | 1316 | 2090 | 62.97 | | 6-Month | 1126 | 2049 | 54.95 | | 1-Year | 975 | 1999 | 48.77 | | 3-Year | 652 | 1694 | 38.49 | | 5-Year | 740 | 1352 | 54.73 |
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1.00% Nasdaq 
Performance
