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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.80% | | 5-Year Average Return: | -1.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.68% | |
Worst 1-Yr Total Return (2008): | -44.63% | |
Best 3-Yr Total Return (2005-7): | 9.83% | |
Worst 3-Yr Total Return (2006-8): | -10.93% |
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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 | AFSGX | Category | Diff | Index* | Diff | | Year To Date | 15.80 | 25.80 | -10 | 17.05 | -1.25 | | 1-Month | -6.17 | -4.37 | -1.8 | -1.86 | -4.31 | | 3-Month | 1.47 | 4.09 | -2.62 | 5.48 | -4.01 | | 1-Year | 6.40 | 16.23 | -9.83 | 9.80 | -3.4 | | 3-Year | -8.43 | -5.36 | -3.07 | -7.02 | -1.41 | | 5-Year | -1.81 | 1.68 | -3.49 | 0.33 | -2.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.90 | 47.87 | -0.97 | 45.76 | 1.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.44 | -19.87 | -5.57 | -18.25 | -7.19 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFSGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.63 | -43.77 | -0.86 | | 2007 | | | 15.68 | 15.09 | 0.59 | | 2006 | | | 10.31 | 9.00 | 1.31 | | 2005 | | | 3.81 | 9.84 | -6.03 | | 2004 | | | 10.59 | 13.23 | -2.64 | | 2003 | | | 39.72 | 35.96 | 3.76 | | 2002 | | | -30.97 | -27.24 | -3.73 | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AFSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.92 | 17.35 | 15.48 | N/A | | 2008 | -17.35 | 8.07 | -15.63 | -26.52 | | 2007 | 6.61 | 8.92 | 0.60 | -0.97 | | 2006 | 12.17 | -7.08 | -3.55 | 9.73 | | 2005 | -7.76 | 4.48 | 5.65 | 1.96 | | 2004 | 4.91 | 0.85 | -4.43 | 9.37 | | 2003 | -0.93 | 20.13 | 4.06 | 12.83 | | 2002 | -3.66 | -19.64 | -19.44 | 10.69 | | 2001 | N/A | N/A | -28.30 | 29.71 | | 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 | 695 | 848 | 81.96 | | 1-Month | 738 | 901 | 81.91 | | 3-Month | 637 | 898 | 70.94 | | 6-Month | 720 | 868 | 82.95 | | 1-Year | 566 | 847 | 66.82 | | 3-Year | 477 | 749 | 63.68 | | 5-Year | 458 | 636 | 72.01 |
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