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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.12% | | 5-Year Average Return: | 2.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.60% | |
Worst 1-Yr Total Return (2008): | -36.71% | |
Best 3-Yr Total Return (2004-6): | 9.77% | |
Worst 3-Yr Total Return (2006-8): | -8.69% |
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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 | AFATX | Category | Diff | Index* | Diff | | Year To Date | 28.12 | 44.15 | -16.03 | 17.05 | 11.07 | | 1-Month | -4.39 | -3.44 | -0.95 | -1.86 | -2.53 | | 3-Month | 0.93 | 4.68 | -3.75 | 5.48 | -4.55 | | 1-Year | 18.63 | 31.89 | -13.26 | 9.80 | 8.83 | | 3-Year | -3.99 | -1.81 | -2.18 | -7.02 | 3.03 | | 5-Year | 2.01 | 2.63 | -0.62 | 0.33 | 1.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.54 | 57.15 | -9.61 | 45.76 | 1.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.88 | -10.30 | -3.58 | -18.25 | 4.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFATX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.71 | -45.33 | 8.62 | | 2007 | | | 7.78 | 16.12 | -8.34 | | 2006 | | | 11.60 | 7.08 | 4.52 | | 2005 | | | 6.25 | 5.76 | 0.49 | | 2004 | | | 11.55 | 4.24 | 7.31 | | 2003 | | | 63.07 | 55.77 | 7.30 | | 2002 | | | -39.00 | -42.86 | 3.86 | | 2001 | | | N/A | -36.89 | N/A | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AFATX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.24 | 17.45 | 14.36 | N/A | | 2008 | -12.51 | 4.85 | -8.69 | -24.44 | | 2007 | 2.07 | 9.06 | 4.02 | -6.92 | | 2006 | 10.18 | -7.77 | 6.06 | 3.55 | | 2005 | -7.91 | 3.85 | 7.68 | 3.18 | | 2004 | 9.43 | 0.81 | -8.63 | 10.67 | | 2003 | -3.16 | 29.08 | 14.14 | 14.30 | | 2002 | -0.35 | -31.05 | -26.28 | 20.42 | | 2001 | N/A | N/A | N/A | N/A | | 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 | 198 | 220 | 90.00 | | 1-Month | 166 | 234 | 70.94 | | 3-Month | 186 | 228 | 81.58 | | 6-Month | 213 | 222 | 95.95 | | 1-Year | 170 | 212 | 80.19 | | 3-Year | 111 | 203 | 54.68 | | 5-Year | 84 | 190 | 44.21 |
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1.48% Nasdaq 0.00%
Performance
