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| Morningstar Return Rating: | Low | | Year to Date Return: | 14.31% | | 5-Year Average Return: | -2.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.52% | |
Worst 1-Yr Total Return (2008): | -43.39% | |
Best 3-Yr Total Return (2005-7): | 7.23% | |
Worst 3-Yr Total Return (2006-8): | -12.64% |
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| 1-Year: | -14.55% | | 3-Year: | -8.49% | | 5-Year: | -2.45% | | 10-Year: | -4.29% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AEWCX | Category | Diff | Index* | Diff | | Year To Date | 14.31 | 24.15 | -9.84 | 17.05 | -2.74 | | 1-Month | -1.18 | -2.25 | 1.07 | -1.86 | 0.68 | | 3-Month | 2.90 | 4.52 | -1.62 | 5.48 | -2.58 | | 1-Year | 2.85 | 15.35 | -12.5 | 9.80 | -6.95 | | 3-Year | -10.04 | -4.95 | -5.09 | -7.02 | -3.02 | | 5-Year | -2.96 | 0.99 | -3.95 | 0.33 | -3.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.97 | 42.81 | -9.84 | 45.76 | -12.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.62 | -17.14 | -9.48 | -18.25 | -8.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AEWCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.39 | -40.67 | -2.72 | | 2007 | | | 10.52 | 13.35 | -2.83 | | 2006 | | | 6.57 | 7.05 | -0.48 | | 2005 | | | 4.68 | 6.71 | -2.03 | | 2004 | | | 2.79 | 7.81 | -5.02 | | 2003 | | | 18.97 | 28.66 | -9.69 | | 2002 | | | -28.88 | -27.64 | -1.24 | | 2001 | | | -17.09 | -22.30 | 5.21 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AEWCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.35 | 11.21 | 11.08 | N/A | | 2008 | -12.89 | -1.14 | -11.89 | -25.38 | | 2007 | 1.39 | 5.53 | 5.40 | -2.00 | | 2006 | 2.68 | -4.27 | 2.40 | 5.89 | | 2005 | -4.28 | 0.51 | 4.95 | 3.67 | | 2004 | -1.70 | 0.95 | -5.31 | 9.40 | | 2003 | -2.81 | 10.61 | 1.82 | 8.68 | | 2002 | -3.71 | -15.91 | -15.42 | 3.86 | | 2001 | -16.32 | 4.65 | -15.50 | 12.04 | | 2000 | N/A | -3.00 | -0.82 | -6.41 | | 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 | 1639 | 1802 | 90.95 | | 1-Month | 585 | 1890 | 30.95 | | 3-Month | 1168 | 1884 | 62.00 | | 6-Month | 1534 | 1827 | 83.96 | | 1-Year | 1434 | 1797 | 79.80 | | 3-Year | 1226 | 1518 | 80.76 | | 5-Year | 1039 | 1251 | 83.05 |
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0.22% Nasdaq 
Performance
