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| Morningstar Return Rating: | Below average | | Year to Date Return: | 8.60% | | 5-Year Average Return: | 4.43% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.47% | |
Worst 1-Yr Total Return (2005): | 1.01% | |
Best 3-Yr Total Return (2006-8): | 4.33% | |
Worst 3-Yr Total Return (2004-6): | 2.37% |
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| 1-Year: | 6.63% | | 3-Year: | 4.51% | | 5-Year: | 3.50% | | 10-Year: | 4.71% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFIRX | Category | Diff | Index* | Diff | | Year To Date | 8.60 | 13.54 | -4.94 | 6.24 | 2.36 | | 1-Month | 0.50 | 0.89 | -0.39 | 0.49 | 0.01 | | 3-Month | 2.27 | 4.14 | -1.87 | 2.60 | -0.33 | | 1-Year | 14.79 | 17.86 | -3.07 | 13.79 | 1 | | 3-Year | 6.15 | 4.54 | 1.61 | 6.35 | -0.2 | | 5-Year | 4.43 | 3.85 | 0.58 | 5.05 | -0.62 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.62 | 13.81 | -6.19 | 7.06 | 0.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.29 | 6.49 | 1.8 | 7.94 | 0.35 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFIRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.99 | -4.70 | 7.69 | | 2007 | | | 6.47 | 4.70 | 1.77 | | 2006 | | | 3.55 | 4.15 | -0.60 | | 2005 | | | 1.01 | 1.80 | -0.79 | | 2004 | | | 2.57 | 3.91 | -1.34 | | 2003 | | | 3.75 | 5.10 | -1.35 | | 2002 | | | 9.67 | 8.04 | 1.63 | | 2001 | | | 7.60 | 7.64 | -0.04 | | 2000 | | | 6.51 | 9.44 | -2.93 | | 1999 | | | -0.37 | -1.35 | 0.98 |
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| PAST QUARTERLY RETURNS (%) FOR
AFIRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.79 | 2.65 | 3.42 | N/A | | 2008 | 2.56 | -0.81 | -2.02 | 3.32 | | 2007 | 1.52 | -0.40 | 2.63 | 2.59 | | 2006 | -0.31 | 0.03 | 2.95 | 0.87 | | 2005 | -0.94 | 2.35 | -0.64 | 0.26 | | 2004 | 2.25 | -2.53 | 2.57 | 0.34 | | 2003 | 1.24 | 2.40 | -0.10 | 0.18 | | 2002 | 0.08 | 3.56 | 4.70 | 1.07 | | 2001 | 3.23 | 0.49 | 4.36 | -0.61 | | 2000 | 1.05 | 1.01 | 2.57 | 1.74 | | 1999 | N/A | N/A | N/A | 0.06 |
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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 | 710 | 1164 | 61.00 | | 3-Month | 1050 | 1154 | 90.99 | | 6-Month | 997 | 1133 | 88.00 | | 1-Year | 629 | 1113 | 56.51 | | 3-Year | 204 | 957 | 21.32 | | 5-Year | 280 | 845 | 33.14 |
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0.34% Nasdaq 
Performance
