|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 11.45% | | 5-Year Average Return: | 3.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.81% | |
Worst 1-Yr Total Return (2008): | -21.51% | |
Best 3-Yr Total Return (2004-6): | 10.65% | |
Worst 3-Yr Total Return (2006-8): | -0.85% |
|
| 1-Year: | -4.67% | | 3-Year: | -0.12% | | 5-Year: | 3.72% | | 10-Year: | 4.93% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFSCX | Category | Diff | Index* | Diff | | Year To Date | 11.45 | 18.16 | -6.71 | N/A | N/A | | 1-Month | -0.29 | -1.24 | 0.95 | N/A | N/A | | 3-Month | 4.88 | 4.71 | 0.17 | N/A | N/A | | 1-Year | 9.13 | 15.73 | -6.6 | N/A | N/A | | 3-Year | -0.97 | -2.66 | 1.69 | N/A | N/A | | 5-Year | 3.47 | 2.10 | 1.37 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.45 | 33.32 | -6.87 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.63 | -8.51 | -0.12 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.51 | -28.00 | 6.49 | | 2007 | | | 8.17 | 5.99 | 2.18 | | 2006 | | | 14.81 | 11.29 | 3.52 | | 2005 | | | 4.54 | 5.13 | -0.59 | | 2004 | | | 12.88 | 8.86 | 4.02 | | 2003 | | | 25.12 | 20.35 | 4.77 | | 2002 | | | -15.65 | -12.02 | -3.63 | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
AFSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.94 | 9.58 | 10.80 | N/A | | 2008 | -3.88 | -3.70 | -1.56 | -13.86 | | 2007 | 0.36 | 5.70 | 1.82 | 0.15 | | 2006 | 4.40 | 2.01 | 2.66 | 5.01 | | 2005 | -0.20 | 1.27 | 3.98 | -0.53 | | 2004 | 2.51 | 2.76 | 1.66 | 5.41 | | 2003 | -0.04 | 13.23 | 2.44 | 7.92 | | 2002 | 2.23 | -10.60 | -13.29 | 6.44 | | 2001 | N/A | N/A | N/A | 11.12 | | 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 | 1126 | 1211 | 92.98 | | 1-Month | 88 | 1258 | 7.00 | | 3-Month | 464 | 1256 | 36.94 | | 6-Month | 854 | 1220 | 70.00 | | 1-Year | 843 | 1204 | 70.02 | | 3-Year | 180 | 950 | 18.95 | | 5-Year | 122 | 796 | 15.33 |
|
|
|
|
|