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| Morningstar Return Rating: | Average | | Year to Date Return: | 2.86% | | 5-Year Average Return: | 3.42% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.36% | |
Worst 1-Yr Total Return (2005): | 1.21% | |
Best 3-Yr Total Return (2006-8): | 4.39% | |
Worst 3-Yr Total Return (2004-6): | 2.23% |
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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 | AFTRX | Category | Diff | Index* | Diff | | Year To Date | 2.86 | 9.09 | -6.23 | 6.24 | -3.38 | | 1-Month | 0.26 | 0.68 | -0.42 | 0.49 | -0.23 | | 3-Month | 1.66 | 2.53 | -0.87 | 2.60 | -0.94 | | 1-Year | 5.07 | 9.59 | -4.52 | 13.79 | -8.72 | | 3-Year | 4.12 | 3.61 | 0.51 | 6.35 | -2.23 | | 5-Year | 3.42 | 3.21 | 0.21 | 5.05 | -1.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.31 | 7.68 | -3.37 | 7.06 | -2.75 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.70 | 4.17 | -1.47 | 7.94 | -5.24 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFTRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.53 | -4.23 | 6.76 | | 2007 | | | 6.36 | 4.29 | 2.07 | | 2006 | | | 4.31 | 4.05 | 0.26 | | 2005 | | | 1.21 | 1.45 | -0.24 | | 2004 | | | 1.21 | 1.63 | -0.42 | | 2003 | | | 3.19 | 2.54 | 0.65 | | 2002 | | | 2.09 | 5.47 | -3.38 | | 2001 | | | 8.56 | 7.27 | 1.29 | | 2000 | | | 6.74 | 7.59 | -0.85 | | 1999 | | | 0.55 | 2.21 | -1.66 |
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| PAST QUARTERLY RETURNS (%) FOR
AFTRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.32 | 1.47 | 2.46 | N/A | | 2008 | 2.03 | -0.18 | -1.34 | 2.05 | | 2007 | 1.27 | 0.57 | 1.76 | 2.62 | | 2006 | 0.63 | 0.49 | 2.01 | 1.12 | | 2005 | -0.45 | 1.05 | 0.18 | 0.43 | | 2004 | 1.04 | -0.92 | 0.99 | 0.11 | | 2003 | -0.12 | 2.47 | 0.58 | 0.24 | | 2002 | 0.83 | 0.08 | 0.30 | 0.87 | | 2001 | 3.30 | 1.87 | 2.24 | 0.89 | | 2000 | 1.11 | 1.58 | 2.30 | 1.59 | | 1999 | N/A | N/A | N/A | -0.66 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 389 | 419 | 92.84 | | 1-Month | 413 | 435 | 94.94 | | 3-Month | 347 | 434 | 79.95 | | 6-Month | 310 | 420 | 73.81 | | 1-Year | 315 | 419 | 75.18 | | 3-Year | 150 | 360 | 41.67 | | 5-Year | 139 | 305 | 45.57 |
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