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| Morningstar Return Rating: | Average | | Year to Date Return: | 8.87% | | 5-Year Average Return: | 4.14% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 7.63% | |
Worst 1-Yr Total Return (2005): | -2.01% | |
Best 3-Yr Total Return (2004-6): | 4.22% | |
Worst 3-Yr Total Return (2005-7): | 3.37% |
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| 1-Year: | 11.62% | | 3-Year: | 5.05% | | 5-Year: | 4.34% | | 10-Year: | 6.04% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFHCX | Category | Diff | Index* | Diff | | Year To Date | 8.87 | 13.54 | -4.67 | 6.24 | 2.63 | | 1-Month | 0.37 | 0.89 | -0.52 | 0.49 | -0.12 | | 3-Month | 3.54 | 4.14 | -0.6 | 2.60 | 0.94 | | 1-Year | 15.33 | 17.86 | -2.53 | 13.79 | 1.54 | | 3-Year | 4.57 | 4.54 | 0.03 | 6.35 | -1.78 | | 5-Year | 4.14 | 3.85 | 0.29 | 5.05 | -0.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.60 | 13.81 | -3.21 | 7.06 | 3.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.38 | 6.49 | 0.89 | 7.94 | -0.56 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFHCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.34 | -4.70 | 4.36 | | 2007 | | | 4.72 | 4.70 | 0.02 | | 2006 | | | 7.63 | 4.15 | 3.48 | | 2005 | | | -2.01 | 1.80 | -3.81 | | 2004 | | | 7.34 | 3.91 | 3.43 | | 2003 | | | 19.05 | 5.10 | 13.95 | | 2002 | | | 1.38 | 8.04 | -6.66 | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AFHCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.57 | 3.80 | 5.10 | N/A | | 2008 | 0.81 | -2.23 | -2.61 | 3.82 | | 2007 | 1.87 | 0.84 | -0.31 | 2.26 | | 2006 | 4.36 | -1.48 | 2.21 | 2.41 | | 2005 | -3.03 | 1.43 | -0.40 | 0.02 | | 2004 | 2.62 | -0.28 | 1.25 | 3.60 | | 2003 | 2.90 | 8.29 | 2.05 | 4.69 | | 2002 | 1.17 | -2.36 | -1.84 | 4.56 | | 2001 | N/A | N/A | N/A | 2.13 | | 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 | 863 | 1122 | 76.92 | | 1-Month | 989 | 1164 | 84.97 | | 3-Month | 784 | 1154 | 67.94 | | 6-Month | 781 | 1133 | 68.93 | | 1-Year | 587 | 1113 | 52.74 | | 3-Year | 508 | 957 | 53.08 | | 5-Year | 429 | 845 | 50.77 |
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Performance
