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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.26% | | 5-Year Average Return: | 2.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.71% | |
Worst 1-Yr Total Return (2008): | -36.53% | |
Best 3-Yr Total Return (2004-6): | 9.96% | |
Worst 3-Yr Total Return (2006-8): | -8.48% |
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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 | AFITX | Category | Diff | Index* | Diff | | Year To Date | 28.26 | 44.15 | -15.89 | 17.05 | 11.21 | | 1-Month | -4.39 | -3.44 | -0.95 | -1.86 | -2.53 | | 3-Month | 0.91 | 4.68 | -3.77 | 5.48 | -4.57 | | 1-Year | 18.80 | 31.89 | -13.09 | 9.80 | 9 | | 3-Year | -3.77 | -1.81 | -1.96 | -7.02 | 3.25 | | 5-Year | 2.23 | 2.63 | -0.4 | 0.33 | 1.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.78 | 57.15 | -9.37 | 45.76 | 2.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.70 | -10.30 | -3.4 | -18.25 | 4.55 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFITX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.53 | -45.33 | 8.80 | | 2007 | | | 8.12 | 16.12 | -8.00 | | 2006 | | | 11.71 | 7.08 | 4.63 | | 2005 | | | 6.61 | 5.76 | 0.85 | | 2004 | | | 11.65 | 4.24 | 7.41 | | 2003 | | | 63.38 | 55.77 | 7.61 | | 2002 | | | -38.79 | -42.86 | 4.07 | | 2001 | | | N/A | -36.89 | N/A | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AFITX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.23 | 17.46 | 14.47 | N/A | | 2008 | -12.45 | 4.85 | -8.61 | -24.35 | | 2007 | 2.19 | 9.15 | 4.03 | -6.82 | | 2006 | 10.22 | -7.75 | 6.07 | 3.58 | | 2005 | -7.86 | 3.90 | 7.87 | 3.23 | | 2004 | 9.37 | 0.88 | -8.57 | 10.68 | | 2003 | -3.29 | 29.29 | 14.19 | 14.43 | | 2002 | -0.35 | -30.93 | -26.21 | 20.52 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 195 | 220 | 88.64 | | 1-Month | 168 | 234 | 71.79 | | 3-Month | 184 | 228 | 80.70 | | 6-Month | 210 | 222 | 94.59 | | 1-Year | 169 | 212 | 79.72 | | 3-Year | 103 | 203 | 50.74 | | 5-Year | 80 | 190 | 42.11 |
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1.23% Nasdaq 0.00%
Performance
