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| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.24% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.32% | |
Worst 1-Yr Total Return (2008): | -35.76% | |
Best 3-Yr Total Return (2006-8): | -4.28% | |
Worst 3-Yr Total Return (2006-8): | -4.28% |
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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 | AFDRX | Category | Diff | Index* | Diff | | Year To Date | 13.24 | 18.65 | -5.41 | 17.05 | -3.81 | | 1-Month | -1.87 | -2.18 | 0.31 | -1.86 | -0.01 | | 3-Month | 4.57 | 5.08 | -0.51 | 5.48 | -0.91 | | 1-Year | 7.64 | 11.86 | -4.22 | 9.80 | -2.16 | | 3-Year | -4.68 | -6.78 | 2.1 | -7.02 | 2.34 | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.22 | 45.26 | -6.04 | 45.76 | -6.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.64 | -15.99 | -2.65 | -18.25 | -0.39 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFDRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.76 | -37.79 | 2.03 | | 2007 | | | 13.46 | 6.16 | 7.30 | | 2006 | | | 20.32 | 14.17 | 6.15 | | 2005 | | | N/A | 5.88 | N/A | | 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
AFDRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.16 | 13.85 | 15.39 | N/A | | 2008 | -9.30 | -3.24 | -7.87 | -20.54 | | 2007 | 3.70 | 7.86 | 3.17 | -1.68 | | 2006 | 4.83 | -1.20 | 5.88 | 9.71 | | 2005 | N/A | N/A | N/A | 3.69 | | 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 | 1630 | 2013 | 80.97 | | 1-Month | 928 | 2110 | 43.98 | | 3-Month | 1170 | 2090 | 55.98 | | 6-Month | 1475 | 2049 | 71.99 | | 1-Year | 1270 | 1999 | 63.53 | | 3-Year | 267 | 1694 | 15.76 | | 5-Year | | 1352 | N/A |
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0.22% Nasdaq 
Performance
