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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.98% | | 5-Year Average Return: | -0.93% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.32% | |
Worst 1-Yr Total Return (2008): | -37.85% | |
Best 3-Yr Total Return (2004-6): | 8.99% | |
Worst 3-Yr Total Return (2006-8): | -9.51% |
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| 1-Year: | -8.92% | | 3-Year: | -6.60% | | 5-Year: | -0.27% | | 10-Year: | -1.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AEXCX | Category | Diff | Index* | Diff | | Year To Date | 15.98 | 18.65 | -2.67 | 17.05 | -1.07 | | 1-Month | -1.87 | -2.18 | 0.31 | -1.86 | -0.01 | | 3-Month | 5.21 | 5.08 | 0.13 | 5.48 | -0.27 | | 1-Year | 8.57 | 11.86 | -3.29 | 9.80 | -1.23 | | 3-Year | -8.15 | -6.78 | -1.37 | -7.02 | -1.13 | | 5-Year | -0.93 | 0.49 | -1.42 | 0.33 | -1.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.64 | 45.26 | -0.62 | 45.76 | -1.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.15 | -15.99 | -3.16 | -18.25 | -0.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AEXCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.85 | -37.79 | -0.06 | | 2007 | | | 4.28 | 6.16 | -1.88 | | 2006 | | | 14.32 | 14.17 | 0.15 | | 2005 | | | 3.44 | 5.88 | -2.44 | | 2004 | | | 9.49 | 10.02 | -0.53 | | 2003 | | | 26.92 | 27.05 | -0.13 | | 2002 | | | -23.28 | -22.25 | -1.03 | | 2001 | | | -13.09 | -13.50 | 0.41 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AEXCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.11 | 15.42 | 15.20 | N/A | | 2008 | -9.84 | -3.02 | -8.66 | -22.19 | | 2007 | 0.33 | 5.94 | 1.67 | -3.50 | | 2006 | 3.94 | -1.83 | 5.34 | 6.35 | | 2005 | -2.51 | 1.07 | 3.17 | 1.75 | | 2004 | 1.26 | 1.47 | -2.17 | 8.93 | | 2003 | -3.59 | 15.14 | 2.26 | 11.80 | | 2002 | -0.10 | -13.72 | -17.69 | 8.15 | | 2001 | -12.16 | 5.52 | -15.02 | 10.34 | | 2000 | N/A | -2.95 | -1.25 | -7.93 | | 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 | 1368 | 2013 | 67.96 | | 1-Month | 569 | 2110 | 26.97 | | 3-Month | 1045 | 2090 | 50.00 | | 6-Month | 1208 | 2049 | 58.96 | | 1-Year | 1147 | 1999 | 57.38 | | 3-Year | 999 | 1694 | 58.97 | | 5-Year | 892 | 1352 | 65.98 |
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0.06% Nasdaq 
0.28%
Performance
