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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.76% | | 5-Year Average Return: | 2.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.65% | |
Worst 1-Yr Total Return (2008): | -29.90% | |
Best 3-Yr Total Return (2004-6): | 11.13% | |
Worst 3-Yr Total Return (2006-8): | -8.44% |
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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 | AFMAX | Category | Diff | Index* | Diff | | Year To Date | 16.76 | 23.00 | -6.24 | 17.05 | -0.29 | | 1-Month | -3.95 | -3.83 | -0.12 | -1.86 | -2.09 | | 3-Month | 8.14 | 6.04 | 2.1 | 5.48 | 2.66 | | 1-Year | 16.62 | 17.86 | -1.24 | 9.80 | 6.82 | | 3-Year | -4.36 | -6.76 | 2.4 | -7.02 | 2.66 | | 5-Year | 2.31 | 1.68 | 0.63 | 0.33 | 1.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.32 | 55.15 | -2.83 | 45.76 | 6.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.54 | -15.15 | -3.39 | -18.25 | -0.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.90 | -36.77 | 6.87 | | 2007 | | | 4.18 | 0.83 | 3.35 | | 2006 | | | 5.09 | 15.87 | -10.78 | | 2005 | | | 12.94 | 8.82 | 4.12 | | 2004 | | | 15.65 | 17.85 | -2.20 | | 2003 | | | 43.60 | 33.85 | 9.75 | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AFMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.35 | 20.53 | 20.57 | N/A | | 2008 | -10.17 | 4.91 | -7.37 | -19.70 | | 2007 | 3.28 | 8.65 | -2.91 | -4.38 | | 2006 | 6.77 | -8.43 | 2.20 | 5.17 | | 2005 | -2.72 | 4.21 | 5.60 | 5.50 | | 2004 | 10.21 | -1.81 | -5.92 | 13.58 | | 2003 | -3.73 | 22.97 | 8.39 | 11.91 | | 2002 | N/A | N/A | -18.80 | 8.34 | | 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 | 326 | 424 | 76.89 | | 1-Month | 218 | 445 | 48.99 | | 3-Month | 39 | 440 | 8.86 | | 6-Month | 181 | 433 | 41.80 | | 1-Year | 183 | 419 | 43.68 | | 3-Year | 52 | 339 | 15.34 | | 5-Year | 68 | 249 | 27.31 |
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0.22% Nasdaq 0.00%
Performance
