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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.39% | | 5-Year Average Return: | -2.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 23.48% | |
Worst 1-Yr Total Return (2008): | -41.98% | |
Best 3-Yr Total Return (2004-6): | 12.03% | |
Worst 3-Yr Total Return (2006-8): | -12.46% |
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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 | AFCAX | Category | Diff | Index* | Diff | | Year To Date | 26.39 | 25.65 | 0.74 | 24.07 | 2.32 | | 1-Month | 3.09 | 3.38 | -0.29 | 6.00 | -2.91 | | 3-Month | 4.01 | 3.71 | 0.3 | 7.91 | -3.9 | | 1-Year | 33.31 | 31.83 | 1.48 | 25.39 | 7.92 | | 3-Year | -9.01 | -7.28 | -1.73 | -5.79 | -3.22 | | 5-Year | -2.39 | -0.38 | -2.01 | 0.71 | -3.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.98 | 53.06 | -6.08 | 45.76 | 1.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.95 | -19.68 | 4.73 | -18.25 | 3.3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.98 | -41.55 | -0.43 | | 2007 | | | 2.26 | 7.59 | -5.33 | | 2006 | | | 13.07 | 10.81 | 2.26 | | 2005 | | | 0.71 | 6.02 | -5.31 | | 2004 | | | 23.48 | 12.41 | 11.07 | | 2003 | | | 50.85 | 45.54 | 5.31 | | 2002 | | | -26.45 | -27.88 | 1.43 | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AFCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.58 | 18.59 | 17.04 | N/A | | 2008 | -18.83 | -2.79 | -3.76 | -23.60 | | 2007 | 3.73 | 5.81 | 0.50 | -7.30 | | 2006 | 12.26 | -9.01 | 3.23 | 7.23 | | 2005 | -5.53 | 4.60 | 0.56 | 1.35 | | 2004 | 13.13 | -0.40 | -4.13 | 14.30 | | 2003 | -6.88 | 30.75 | 11.67 | 10.95 | | 2002 | 4.48 | -12.70 | -22.82 | 4.48 | | 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 | 337 | 786 | 42.88 | | 1-Month | 399 | 816 | 48.90 | | 3-Month | 187 | 815 | 22.94 | | 6-Month | 336 | 802 | 41.90 | | 1-Year | 307 | 781 | 39.31 | | 3-Year | 399 | 667 | 59.82 | | 5-Year | 370 | 563 | 65.72 |
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