|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 42.53% | | 5-Year Average Return: | 1.38% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 0.93% | |
Worst 1-Yr Total Return (2008): | -33.96% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFRRX | Category | Diff | Index* | Diff | | Year To Date | 42.53 | 38.37 | 4.16 | 6.24 | 36.29 | | 1-Month | -0.17 | 0.70 | -0.87 | 0.49 | -0.66 | | 3-Month | 4.46 | 5.37 | -0.91 | 2.60 | 1.86 | | 1-Year | 22.18 | 22.58 | -0.4 | 13.79 | 8.39 | | 3-Year | -1.26 | -1.38 | 0.12 | 6.35 | -7.61 | | 5-Year | 1.38 | 1.19 | 0.19 | 5.05 | -3.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.14 | 27.44 | 3.7 | 7.06 | 24.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.20 | -2.24 | -2.96 | 7.94 | -13.14 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFRRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.96 | -29.72 | -4.24 | | 2007 | | | 0.93 | 1.09 | -0.16 | | 2006 | | | N/A | 6.57 | N/A | | 2005 | | | N/A | 4.58 | N/A | | 2004 | | | N/A | 5.12 | N/A | | 2003 | | | N/A | 10.43 | N/A | | 2002 | | | N/A | 0.84 | N/A | | 2001 | | | N/A | 1.64 | N/A | | 2000 | | | N/A | 5.52 | N/A | | 1999 | | | N/A | 5.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
AFRRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 10.25 | 19.34 | 8.52 | N/A | | 2008 | -7.19 | 5.66 | -7.49 | -27.20 | | 2007 | 1.90 | 1.15 | -1.64 | -0.46 | | 2006 | N/A | N/A | 1.49 | 1.98 | | 2005 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 40 | 135 | 29.63 | | 1-Month | 122 | 135 | 90.37 | | 3-Month | 86 | 135 | 63.70 | | 6-Month | 54 | 135 | 40.00 | | 1-Year | 68 | 135 | 50.37 | | 3-Year | 51 | 89 | 57.30 | | 5-Year | | 64 | N/A |
|
|
|
|
|
0.01% Nasdaq 0.00%
Performance
