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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.92% | | 5-Year Average Return: | -2.69% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 22.56% | |
Worst 1-Yr Total Return (2008): | -42.39% | |
Best 3-Yr Total Return (2004-6): | 11.20% | |
Worst 3-Yr Total Return (2006-8): | -13.11% |
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| 1-Year: | -3.63% | | 3-Year: | -7.24% | | 5-Year: | -0.93% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFCCX | Category | Diff | Index* | Diff | | Year To Date | 21.92 | 21.65 | 0.27 | 17.05 | 4.87 | | 1-Month | -4.44 | -5.90 | 1.46 | -1.86 | -2.58 | | 3-Month | 3.70 | 2.07 | 1.63 | 5.48 | -1.78 | | 1-Year | 13.98 | 13.17 | 0.81 | 9.80 | 4.18 | | 3-Year | -10.08 | -7.45 | -2.63 | -7.02 | -3.06 | | 5-Year | -2.69 | 0.22 | -2.91 | 0.33 | -3.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.50 | 52.20 | -5.7 | 45.76 | 0.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.52 | -18.89 | 3.37 | -18.25 | 2.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.39 | -41.55 | -0.84 | | 2007 | | | 1.48 | 7.59 | -6.11 | | 2006 | | | 12.22 | 10.81 | 1.41 | | 2005 | | | -0.02 | 6.02 | -6.04 | | 2004 | | | 22.56 | 12.41 | 10.15 | | 2003 | | | 49.83 | 45.54 | 4.29 | | 2002 | | | -27.05 | -27.88 | 0.83 | | 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
AFCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.69 | 18.24 | 16.89 | N/A | | 2008 | -18.90 | -2.98 | -4.04 | -23.70 | | 2007 | 3.53 | 5.62 | 0.30 | -7.48 | | 2006 | 12.02 | -9.20 | 3.10 | 7.02 | | 2005 | -5.72 | 4.46 | 0.38 | 1.14 | | 2004 | 12.96 | -0.61 | -4.28 | 14.04 | | 2003 | -7.05 | 30.60 | 11.43 | 10.77 | | 2002 | 4.32 | -12.97 | -22.94 | 4.27 | | 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 | 371 | 790 | 46.96 | | 1-Month | 106 | 820 | 12.93 | | 3-Month | 319 | 819 | 38.95 | | 6-Month | 432 | 800 | 54.00 | | 1-Year | 305 | 783 | 38.95 | | 3-Year | 463 | 669 | 69.21 | | 5-Year | 421 | 554 | 75.99 |
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