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| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.79% | | 5-Year Average Return: | 1.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.80% | |
Worst 1-Yr Total Return (2008): | -30.40% | |
Best 3-Yr Total Return (2004-6): | 10.31% | |
Worst 3-Yr Total Return (2006-8): | -9.13% |
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| 1-Year: | -4.17% | | 3-Year: | -3.03% | | 5-Year: | 2.87% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFMCX | Category | Diff | Index* | Diff | | Year To Date | 15.79 | 23.00 | -7.21 | 17.05 | -1.26 | | 1-Month | -4.12 | -3.83 | -0.29 | -1.86 | -2.26 | | 3-Month | 7.90 | 6.04 | 1.86 | 5.48 | 2.42 | | 1-Year | 15.54 | 17.86 | -2.32 | 9.80 | 5.74 | | 3-Year | -5.14 | -6.76 | 1.62 | -7.02 | 1.88 | | 5-Year | 1.49 | 1.68 | -0.19 | 0.33 | 1.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.84 | 55.15 | -3.31 | 45.76 | 6.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.27 | -15.15 | -4.12 | -18.25 | -1.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.40 | -36.77 | 6.37 | | 2007 | | | 3.39 | 0.83 | 2.56 | | 2006 | | | 4.27 | 15.87 | -11.60 | | 2005 | | | 12.12 | 8.82 | 3.30 | | 2004 | | | 14.80 | 17.85 | -3.05 | | 2003 | | | 42.63 | 33.85 | 8.78 | | 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
AFMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.67 | 20.35 | 20.41 | N/A | | 2008 | -10.26 | 4.69 | -7.58 | -19.85 | | 2007 | 3.14 | 8.39 | -3.09 | -4.57 | | 2006 | 6.55 | -8.62 | 2.06 | 4.93 | | 2005 | -2.93 | 4.07 | 5.35 | 5.36 | | 2004 | 9.99 | -1.99 | -6.10 | 13.41 | | 2003 | -3.88 | 22.76 | 8.26 | 11.64 | | 2002 | N/A | N/A | -18.93 | 7.96 | | 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 | 347 | 424 | 81.84 | | 1-Month | 222 | 445 | 49.89 | | 3-Month | 57 | 440 | 12.95 | | 6-Month | 203 | 433 | 46.88 | | 1-Year | 196 | 419 | 46.78 | | 3-Year | 64 | 339 | 18.88 | | 5-Year | 103 | 249 | 41.37 |
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