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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.08% | | 5-Year Average Return: | -1.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 23.71% | |
Worst 1-Yr Total Return (2008): | -41.86% | |
Best 3-Yr Total Return (2004-6): | 12.30% | |
Worst 3-Yr Total Return (2006-8): | -12.26% |
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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 | AFCIX | Category | Diff | Index* | Diff | | Year To Date | 23.08 | 21.65 | 1.43 | 17.05 | 6.03 | | 1-Month | -4.33 | -5.90 | 1.57 | -1.86 | -2.47 | | 3-Month | 4.04 | 2.07 | 1.97 | 5.48 | -1.44 | | 1-Year | 15.01 | 13.17 | 1.84 | 9.80 | 5.21 | | 3-Year | -9.17 | -7.45 | -1.72 | -7.02 | -2.15 | | 5-Year | -1.71 | 0.22 | -1.93 | 0.33 | -2.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.42 | 52.20 | -4.78 | 45.76 | 1.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.61 | -18.89 | 4.28 | -18.25 | 3.64 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.86 | -41.55 | -0.31 | | 2007 | | | 2.51 | 7.59 | -5.08 | | 2006 | | | 13.35 | 10.81 | 2.54 | | 2005 | | | 1.01 | 6.02 | -5.01 | | 2004 | | | 23.71 | 12.41 | 11.30 | | 2003 | | | 51.41 | 45.54 | 5.87 | | 2002 | | | -26.35 | -27.88 | 1.53 | | 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
AFCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.43 | 18.62 | 17.15 | N/A | | 2008 | -18.70 | -2.81 | -3.67 | -23.61 | | 2007 | 3.79 | 5.89 | 0.59 | -7.27 | | 2006 | 12.31 | -8.96 | 3.31 | 7.31 | | 2005 | -5.43 | 4.69 | 0.61 | 1.40 | | 2004 | 13.20 | -0.33 | -4.10 | 14.33 | | 2003 | -6.75 | 30.88 | 11.71 | 11.06 | | 2002 | 4.56 | -12.68 | -22.78 | 4.47 | | 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 | 331 | 790 | 41.90 | | 1-Month | 106 | 820 | 12.93 | | 3-Month | 253 | 819 | 30.89 | | 6-Month | 376 | 800 | 47.00 | | 1-Year | 272 | 783 | 34.74 | | 3-Year | 418 | 669 | 62.48 | | 5-Year | 380 | 554 | 68.59 |
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