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| Morningstar Return Rating: | Average | | Year to Date Return: | 6.79% | | 5-Year Average Return: | -1.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 29.69% | |
Worst 1-Yr Total Return (2008): | -45.79% | |
Best 3-Yr Total Return (2005-7): | 14.62% | |
Worst 3-Yr Total Return (2006-8): | -7.79% |
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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 | AFGLX | Category | Diff | Index* | Diff | | Year To Date | 6.79 | 24.15 | -17.36 | 17.05 | -10.26 | | 1-Month | -3.41 | -2.25 | -1.16 | -1.86 | -1.55 | | 3-Month | 2.91 | 4.52 | -1.61 | 5.48 | -2.57 | | 1-Year | -1.88 | 15.35 | -17.23 | 9.80 | -11.68 | | 3-Year | -8.20 | -4.95 | -3.25 | -7.02 | -1.18 | | 5-Year | -1.44 | 0.99 | -2.43 | 0.33 | -1.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.71 | 42.81 | -11.1 | 45.76 | -14.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.37 | -17.14 | -11.23 | -18.25 | -10.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFGLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.79 | -40.67 | -5.12 | | 2007 | | | 29.69 | 13.35 | 16.34 | | 2006 | | | 11.54 | 7.05 | 4.49 | | 2005 | | | 4.11 | 6.71 | -2.60 | | 2004 | | | 6.62 | 7.81 | -1.19 | | 2003 | | | 37.50 | 28.66 | 8.84 | | 2002 | | | -27.01 | -27.64 | 0.63 | | 2001 | | | -10.53 | -22.30 | 11.77 | | 2000 | | | 8.73 | -13.05 | 21.78 | | 1999 | | | 32.15 | 38.87 | -6.72 |
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| PAST QUARTERLY RETURNS (%) FOR
AFGLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.31 | 9.96 | 13.37 | N/A | | 2008 | -16.65 | 5.05 | -19.41 | -23.18 | | 2007 | 4.16 | 5.48 | 13.21 | 4.26 | | 2006 | 4.38 | -3.62 | 4.75 | 5.85 | | 2005 | -4.07 | 2.53 | 5.89 | -0.04 | | 2004 | 3.89 | 1.98 | -5.74 | 6.78 | | 2003 | -3.83 | 17.82 | 6.49 | 13.95 | | 2002 | 4.71 | -17.57 | -21.91 | 8.30 | | 2001 | -13.89 | 8.18 | -17.60 | 16.55 | | 2000 | 16.07 | 1.07 | -5.39 | -2.04 | | 1999 | N/A | N/A | N/A | 19.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1765 | 1802 | 97.95 | | 1-Month | 1341 | 1890 | 70.95 | | 3-Month | 1186 | 1884 | 62.95 | | 6-Month | 1790 | 1827 | 97.97 | | 1-Year | 1467 | 1797 | 81.64 | | 3-Year | 1106 | 1518 | 72.86 | | 5-Year | 892 | 1251 | 71.30 |
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