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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.85% | | 5-Year Average Return: | 2.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.94% | |
Worst 1-Yr Total Return (2008): | -29.78% | |
Best 3-Yr Total Return (2004-6): | 11.43% | |
Worst 3-Yr Total Return (2006-8): | -8.24% |
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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 | AFMIX | Category | Diff | Index* | Diff | | Year To Date | 16.85 | 23.00 | -6.15 | 17.05 | -0.2 | | 1-Month | -3.99 | -3.83 | -0.16 | -1.86 | -2.13 | | 3-Month | 8.10 | 6.04 | 2.06 | 5.48 | 2.62 | | 1-Year | 16.67 | 17.86 | -1.19 | 9.80 | 6.87 | | 3-Year | -4.19 | -6.76 | 2.57 | -7.02 | 2.83 | | 5-Year | 2.50 | 1.68 | 0.82 | 0.33 | 2.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.53 | 55.15 | -2.62 | 45.76 | 6.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.51 | -15.15 | -3.36 | -18.25 | -0.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.78 | -36.77 | 6.99 | | 2007 | | | 4.41 | 0.83 | 3.58 | | 2006 | | | 5.38 | 15.87 | -10.49 | | 2005 | | | 13.23 | 8.82 | 4.41 | | 2004 | | | 15.94 | 17.85 | -1.91 | | 2003 | | | 43.92 | 33.85 | 10.07 | | 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
AFMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.31 | 20.61 | 20.56 | N/A | | 2008 | -10.06 | 4.91 | -7.40 | -19.63 | | 2007 | 3.37 | 8.66 | -2.87 | -4.30 | | 2006 | 6.85 | -8.35 | 2.25 | 5.25 | | 2005 | -2.63 | 4.26 | 5.63 | 5.60 | | 2004 | 10.34 | -1.80 | -5.81 | 13.59 | | 2003 | -3.60 | 22.91 | 8.59 | 11.86 | | 2002 | N/A | N/A | -18.69 | 8.33 | | 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 | 318 | 424 | 75.00 | | 1-Month | 218 | 445 | 48.99 | | 3-Month | 44 | 440 | 10.00 | | 6-Month | 181 | 433 | 41.80 | | 1-Year | 182 | 419 | 43.44 | | 3-Year | 51 | 339 | 15.04 | | 5-Year | 59 | 249 | 23.69 |
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1.23% Nasdaq 
Performance
