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| Morningstar Return Rating: | Below average | | Year to Date Return: | 42.25% | | 5-Year Average Return: | 1.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.45% | |
Worst 1-Yr Total Return (2008): | -34.27% | |
Best 3-Yr Total Return (2004-6): | 5.76% | |
Worst 3-Yr Total Return (2006-8): | -11.06% |
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| 1-Year: | 2.56% | | 3-Year: | -1.35% | | 5-Year: | 1.28% | | 10-Year: | 2.38% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFRCX | Category | Diff | Index* | Diff | | Year To Date | 42.25 | 38.37 | 3.88 | 6.24 | 36.01 | | 1-Month | -0.20 | 0.70 | -0.9 | 0.49 | -0.69 | | 3-Month | 4.86 | 5.37 | -0.51 | 2.60 | 2.26 | | 1-Year | 21.78 | 22.58 | -0.8 | 13.79 | 7.99 | | 3-Year | -1.62 | -1.38 | -0.24 | 6.35 | -7.97 | | 5-Year | 1.13 | 1.19 | -0.06 | 5.05 | -3.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.15 | 27.44 | 3.71 | 7.06 | 24.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.62 | -2.24 | -3.38 | 7.94 | -13.56 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.27 | -29.72 | -4.55 | | 2007 | | | 0.55 | 1.09 | -0.54 | | 2006 | | | 6.45 | 6.57 | -0.12 | | 2005 | | | 4.85 | 4.58 | 0.27 | | 2004 | | | 5.98 | 5.12 | 0.86 | | 2003 | | | 6.80 | 10.43 | -3.63 | | 2002 | | | 2.49 | 0.84 | 1.65 | | 2001 | | | -1.75 | 1.64 | -3.39 | | 2000 | | | N/A | 5.52 | N/A | | 1999 | | | N/A | 5.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AFRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 10.04 | 19.04 | 8.81 | N/A | | 2008 | -7.28 | 5.61 | -7.59 | -27.36 | | 2007 | 1.84 | 1.09 | -1.81 | -0.53 | | 2006 | 1.99 | 0.97 | 1.43 | 1.91 | | 2005 | 1.40 | 0.41 | 1.81 | 1.15 | | 2004 | 1.53 | 1.10 | 1.90 | 1.32 | | 2003 | 1.09 | 3.06 | 1.24 | 1.27 | | 2002 | 2.13 | 1.53 | -1.12 | -0.04 | | 2001 | 0.79 | -0.20 | -0.38 | -1.95 | | 2000 | N/A | 1.40 | 1.08 | 0.68 | | 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 | 41 | 135 | 30.37 | | 1-Month | 110 | 135 | 81.48 | | 3-Month | 78 | 135 | 57.78 | | 6-Month | 55 | 135 | 40.74 | | 1-Year | 73 | 135 | 54.07 | | 3-Year | 54 | 89 | 60.67 | | 5-Year | 38 | 64 | 59.38 |
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0.22% Nasdaq 0.00%
Performance
