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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.88% | | 5-Year Average Return: | 1.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.68% | |
Worst 1-Yr Total Return (2008): | -41.27% | |
Best 3-Yr Total Return (2004-6): | 13.52% | |
Worst 3-Yr Total Return (2006-8): | -9.81% |
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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 | AFGIX | Category | Diff | Index* | Diff | | Year To Date | 16.88 | 24.15 | -7.27 | 17.05 | -0.17 | | 1-Month | -4.09 | -2.25 | -1.84 | -1.86 | -2.23 | | 3-Month | 2.54 | 4.52 | -1.98 | 5.48 | -2.94 | | 1-Year | 8.76 | 15.35 | -6.59 | 9.80 | -1.04 | | 3-Year | -7.35 | -4.95 | -2.4 | -7.02 | -0.33 | | 5-Year | 1.13 | 0.99 | 0.14 | 0.33 | 0.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.16 | 42.81 | -8.65 | 45.76 | -11.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.98 | -17.14 | -4.84 | -18.25 | -3.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.27 | -40.67 | -0.60 | | 2007 | | | 12.85 | 13.35 | -0.50 | | 2006 | | | 10.67 | 7.05 | 3.62 | | 2005 | | | 13.30 | 6.71 | 6.59 | | 2004 | | | 16.68 | 7.81 | 8.87 | | 2003 | | | 30.30 | 28.66 | 1.64 | | 2002 | | | -29.27 | -27.64 | -1.63 | | 2001 | | | -32.12 | -22.30 | -9.82 | | 2000 | | | -4.27 | -13.05 | 8.78 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AFGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.05 | 10.28 | 13.98 | N/A | | 2008 | -11.85 | 4.06 | -16.92 | -22.92 | | 2007 | 5.51 | 5.82 | 3.89 | -2.71 | | 2006 | 11.16 | -3.11 | -0.75 | 3.54 | | 2005 | -0.39 | 2.36 | 8.95 | 2.00 | | 2004 | 3.50 | 1.91 | -0.58 | 11.27 | | 2003 | -0.20 | 12.30 | 3.36 | 12.48 | | 2002 | -4.62 | -17.33 | -13.50 | 3.70 | | 2001 | -27.83 | 0.53 | -20.81 | 18.14 | | 2000 | 10.95 | -3.12 | 11.99 | -20.47 | | 1999 | N/A | N/A | N/A | 25.24 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1477 | 1802 | 81.96 | | 1-Month | 1493 | 1890 | 78.99 | | 3-Month | 1544 | 1884 | 81.95 | | 6-Month | 1699 | 1827 | 92.99 | | 1-Year | 1239 | 1797 | 68.95 | | 3-Year | 1026 | 1518 | 67.59 | | 5-Year | 499 | 1251 | 39.89 |
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1.23% Nasdaq 
Performance
