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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.55% | | 5-Year Average Return: | N/A | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.64% | |
Worst 1-Yr Total Return (2008): | -35.57% | |
Best 3-Yr Total Return (2005-7): | 15.03% | |
Worst 3-Yr Total Return (2006-8): | -4.03% |
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| 1-Year: | -13.42% | | 3-Year: | -4.31% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFDAX | Category | Diff | Index* | Diff | | Year To Date | 13.55 | 18.65 | -5.1 | 17.05 | -3.5 | | 1-Month | -1.77 | -2.18 | 0.41 | -1.86 | 0.09 | | 3-Month | 4.76 | 5.08 | -0.32 | 5.48 | -0.72 | | 1-Year | 8.00 | 11.86 | -3.86 | 9.80 | -1.8 | | 3-Year | -4.42 | -6.78 | 2.36 | -7.02 | 2.6 | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.43 | 45.26 | -5.83 | 45.76 | -6.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.45 | -15.99 | -2.46 | -18.25 | -0.2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFDAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.57 | -37.79 | 2.22 | | 2007 | | | 13.73 | 6.16 | 7.57 | | 2006 | | | 20.64 | 14.17 | 6.47 | | 2005 | | | 10.94 | 5.88 | 5.06 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AFDAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.15 | 13.95 | 15.47 | N/A | | 2008 | -9.23 | -3.24 | -7.70 | -20.53 | | 2007 | 3.77 | 7.92 | 3.30 | -1.69 | | 2006 | 4.92 | -1.11 | 5.95 | 9.75 | | 2005 | -0.67 | 1.16 | 6.42 | 3.75 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 1610 | 2013 | 79.98 | | 1-Month | 844 | 2110 | 40.00 | | 3-Month | 1128 | 2090 | 53.97 | | 6-Month | 1393 | 2049 | 67.98 | | 1-Year | 1246 | 1999 | 62.33 | | 3-Year | 228 | 1694 | 13.46 | | 5-Year | | 1352 | N/A |
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0.83% Nasdaq 0.00%
Performance
