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| Morningstar Return Rating: | High | | Year to Date Return: | 38.13% | | 5-Year Average Return: | 9.14% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 30.05% | |
Worst 1-Yr Total Return (2008): | -44.59% | |
Best 3-Yr Total Return (2006-8): | -2.92% | |
Worst 3-Yr Total Return (2006-8): | -2.92% |
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| 1-Year: | -7.27% | | 3-Year: | -0.34% | | 5-Year: | 9.47% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFJAX | Category | Diff | Index* | Diff | | Year To Date | 38.13 | 28.50 | 9.63 | 29.91 | 8.22 | | 1-Month | 5.72 | 2.93 | 2.79 | 2.00 | 3.72 | | 3-Month | 10.85 | 4.52 | 6.33 | 4.58 | 6.27 | | 1-Year | 48.77 | 37.87 | 10.9 | 37.72 | 11.05 | | 3-Year | 0.35 | -5.94 | 6.29 | -5.52 | 5.87 | | 5-Year | 9.14 | 3.48 | 5.66 | 4.13 | 5.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.56 | 59.57 | 3.99 | 59.35 | 4.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.05 | -11.44 | -11.61 | -14.95 | -8.1 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFJAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.59 | -42.41 | -2.18 | | 2007 | | | 26.97 | 9.01 | 17.96 | | 2006 | | | 30.05 | 25.98 | 4.07 | | 2005 | | | N/A | 13.19 | N/A | | 2004 | | | N/A | 21.99 | N/A | | 2003 | | | N/A | 39.07 | N/A | | 2002 | | | N/A | -12.37 | N/A | | 2001 | | | N/A | -15.98 | N/A | | 2000 | | | N/A | -6.76 | N/A | | 1999 | | | N/A | 30.02 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AFJAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.19 | 26.26 | 18.30 | N/A | | 2008 | -6.94 | 2.15 | -21.19 | -26.03 | | 2007 | 4.46 | 15.18 | 6.83 | -1.22 | | 2006 | 11.78 | -0.91 | 4.61 | 12.24 | | 2005 | N/A | 1.62 | 12.13 | 3.15 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 27 | 340 | 7.94 | | 1-Month | 24 | 354 | 6.78 | | 3-Month | 7 | 354 | 1.98 | | 6-Month | 126 | 352 | 35.80 | | 1-Year | 27 | 338 | 7.99 | | 3-Year | 3 | 265 | 1.13 | | 5-Year | | 199 | N/A |
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