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| Morningstar Return Rating: | Above average | | Year to Date Return: | 12.77% | | 5-Year Average Return: | N/A | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.79% | |
Worst 1-Yr Total Return (2008): | -36.08% | |
Best 3-Yr Total Return (2005-7): | 14.19% | |
Worst 3-Yr Total Return (2006-8): | -4.74% |
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| 1-Year: | -9.68% | | 3-Year: | -3.14% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFDCX | Category | Diff | Index* | Diff | | Year To Date | 12.77 | 18.65 | -5.88 | 17.05 | -4.28 | | 1-Month | -1.88 | -2.18 | 0.3 | -1.86 | -0.02 | | 3-Month | 4.51 | 5.08 | -0.57 | 5.48 | -0.97 | | 1-Year | 7.06 | 11.86 | -4.8 | 9.80 | -2.74 | | 3-Year | -5.15 | -6.78 | 1.63 | -7.02 | 1.87 | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.82 | 45.26 | -6.44 | 45.76 | -6.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.06 | -15.99 | -3.07 | -18.25 | -0.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFDCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.08 | -37.79 | 1.71 | | 2007 | | | 12.88 | 6.16 | 6.72 | | 2006 | | | 19.79 | 14.17 | 5.62 | | 2005 | | | 10.10 | 5.88 | 4.22 | | 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
AFDCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.34 | 13.83 | 15.18 | N/A | | 2008 | -9.42 | -3.42 | -7.94 | -20.63 | | 2007 | 3.57 | 7.69 | 3.06 | -1.79 | | 2006 | 4.75 | -1.28 | 5.72 | 9.58 | | 2005 | -0.87 | 0.97 | 6.26 | 3.52 | | 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 | 1690 | 2013 | 83.95 | | 1-Month | 907 | 2110 | 42.99 | | 3-Month | 1254 | 2090 | 60.00 | | 6-Month | 1536 | 2049 | 74.96 | | 1-Year | 1320 | 1999 | 66.03 | | 3-Year | 338 | 1694 | 19.95 | | 5-Year | | 1352 | N/A |
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0.22% Nasdaq 
Performance
