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| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.60% | | 5-Year Average Return: | -0.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.02% | |
Worst 1-Yr Total Return (2008): | -35.38% | |
Best 3-Yr Total Return (2004-6): | 10.67% | |
Worst 3-Yr Total Return (2006-8): | -9.24% |
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| 1-Year: | -12.16% | | 3-Year: | -7.13% | | 5-Year: | -0.18% | | 10-Year: | -0.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AEYCX | Category | Diff | Index* | Diff | | Year To Date | 10.60 | 18.65 | -8.05 | 17.05 | -6.45 | | 1-Month | -2.58 | -2.18 | -0.4 | -1.86 | -0.72 | | 3-Month | 3.97 | 5.08 | -1.11 | 5.48 | -1.51 | | 1-Year | 3.87 | 11.86 | -7.99 | 9.80 | -5.93 | | 3-Year | -9.02 | -6.78 | -2.24 | -7.02 | -2 | | 5-Year | -0.88 | 0.49 | -1.37 | 0.33 | -1.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.96 | 45.26 | -5.3 | 45.76 | -5.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.68 | -15.99 | -5.69 | -18.25 | -3.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AEYCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.38 | -37.79 | 2.41 | | 2007 | | | 2.35 | 6.16 | -3.81 | | 2006 | | | 13.02 | 14.17 | -1.15 | | 2005 | | | 6.23 | 5.88 | 0.35 | | 2004 | | | 12.89 | 10.02 | 2.87 | | 2003 | | | 29.19 | 27.05 | 2.14 | | 2002 | | | -21.23 | -22.25 | 1.02 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AEYCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.34 | 14.13 | 14.79 | N/A | | 2008 | -9.78 | -0.14 | -8.21 | -21.85 | | 2007 | 0.80 | 5.15 | 0.64 | -4.05 | | 2006 | 3.36 | -0.92 | 3.44 | 6.68 | | 2005 | -0.93 | 2.02 | 4.04 | 1.03 | | 2004 | 2.88 | 1.51 | -1.66 | 9.92 | | 2003 | -2.25 | 14.86 | 2.99 | 11.71 | | 2002 | -0.62 | -11.20 | -16.98 | 7.53 | | 2001 | N/A | N/A | N/A | 10.59 | | 2000 | N/A | N/A | N/A | N/A | | 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 | 1831 | 2013 | 90.96 | | 1-Month | 1202 | 2110 | 56.97 | | 3-Month | 1483 | 2090 | 70.96 | | 6-Month | 1372 | 2049 | 66.96 | | 1-Year | 1462 | 1999 | 73.14 | | 3-Year | 1135 | 1694 | 67.00 | | 5-Year | 897 | 1352 | 66.35 |
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0.18% Nasdaq 0.00%
0.02 (0.11%) 
Performance
