|
| Morningstar Return Rating: | | | Year to Date Return: | 21.59% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -36.16% | |
Worst 1-Yr Total Return (2008): | -36.16% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | -8.00% | | 3-Year: | -4.82% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFGAX | Category | Diff | Index* | Diff | | Year To Date | 21.59 | 24.15 | -2.56 | 17.05 | 4.54 | | 1-Month | -1.58 | -2.25 | 0.67 | -1.86 | 0.28 | | 3-Month | 4.43 | 4.52 | -0.09 | 5.48 | -1.05 | | 1-Year | 13.48 | 15.35 | -1.87 | 9.80 | 3.68 | | 3-Year | -3.94 | -4.95 | 1.01 | -7.02 | 3.08 | | 5-Year | N/A | 0.99 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.25 | 42.81 | -3.56 | 45.76 | -6.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.29 | -17.14 | 0.85 | -18.25 | 1.96 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.16 | -40.67 | 4.51 | | 2007 | | | N/A | 13.35 | N/A | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
AFGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.18 | 14.68 | 12.42 | N/A | | 2008 | -7.79 | 0.19 | -12.55 | -20.98 | | 2007 | N/A | N/A | N/A | 1.46 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1099 | 1802 | 60.99 | | 1-Month | 585 | 1890 | 30.95 | | 3-Month | 904 | 1884 | 47.98 | | 6-Month | 1297 | 1827 | 70.99 | | 1-Year | 1029 | 1797 | 57.26 | | 3-Year | | 1518 | N/A | | 5-Year | | 1251 | N/A |
|
|
|
|
|
0.22% Nasdaq 
Performance
