|
| Morningstar Return Rating: | Average | | Year to Date Return: | 27.28% | | 5-Year Average Return: | 1.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.68% | |
Worst 1-Yr Total Return (2008): | -37.19% | |
Best 3-Yr Total Return (2004-6): | 8.92% | |
Worst 3-Yr Total Return (2006-8): | -9.38% |
|
| 1-Year: | -0.53% | | 3-Year: | -2.57% | | 5-Year: | 2.92% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFCTX | Category | Diff | Index* | Diff | | Year To Date | 27.28 | 44.15 | -16.87 | 17.05 | 10.23 | | 1-Month | -4.42 | -3.44 | -0.98 | -1.86 | -2.56 | | 3-Month | 0.69 | 4.68 | -3.99 | 5.48 | -4.79 | | 1-Year | 17.71 | 31.89 | -14.18 | 9.80 | 7.91 | | 3-Year | -4.71 | -1.81 | -2.9 | -7.02 | 2.31 | | 5-Year | 1.23 | 2.63 | -1.4 | 0.33 | 0.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.96 | 57.15 | -10.19 | 45.76 | 1.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.48 | -10.30 | -4.18 | -18.25 | 3.77 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFCTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.19 | -45.33 | 8.14 | | 2007 | | | 7.04 | 16.12 | -9.08 | | 2006 | | | 10.68 | 7.08 | 3.60 | | 2005 | | | 5.51 | 5.76 | -0.25 | | 2004 | | | 10.66 | 4.24 | 6.42 | | 2003 | | | 61.88 | 55.77 | 6.11 | | 2002 | | | -39.42 | -42.86 | 3.44 | | 2001 | | | N/A | -36.89 | N/A | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
AFCTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.38 | 17.21 | 14.04 | N/A | | 2008 | -12.66 | 4.59 | -8.86 | -24.55 | | 2007 | 1.93 | 8.87 | 3.79 | -7.06 | | 2006 | 10.03 | -8.04 | 5.88 | 3.30 | | 2005 | -8.10 | 3.69 | 7.55 | 2.95 | | 2004 | 9.13 | 0.74 | -8.88 | 10.46 | | 2003 | -3.33 | 28.79 | 13.97 | 14.10 | | 2002 | -0.53 | -31.16 | -26.41 | 20.21 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 202 | 220 | 91.82 | | 1-Month | 168 | 234 | 71.79 | | 3-Month | 189 | 228 | 82.89 | | 6-Month | 215 | 222 | 96.85 | | 1-Year | 172 | 212 | 81.13 | | 3-Year | 124 | 203 | 61.08 | | 5-Year | 94 | 190 | 49.47 |
|
|
|
|
|
0.04% Nasdaq 
0.47%
Performance
