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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.48% | | 5-Year Average Return: | -1.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 29.55% | |
Worst 1-Yr Total Return (2008): | -45.90% | |
Best 3-Yr Total Return (2005-7): | 14.38% | |
Worst 3-Yr Total Return (2006-8): | -7.96% |
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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 | AFUAX | Category | Diff | Index* | Diff | | Year To Date | 6.48 | 24.15 | -17.67 | 17.05 | -10.57 | | 1-Month | -3.48 | -2.25 | -1.23 | -1.86 | -1.62 | | 3-Month | 2.75 | 4.52 | -1.77 | 5.48 | -2.73 | | 1-Year | -2.12 | 15.35 | -17.47 | 9.80 | -11.92 | | 3-Year | -8.41 | -4.95 | -3.46 | -7.02 | -1.39 | | 5-Year | -1.66 | 0.99 | -2.65 | 0.33 | -1.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.54 | 42.81 | -11.27 | 45.76 | -14.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.53 | -17.14 | -11.39 | -18.25 | -10.28 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFUAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.90 | -40.67 | -5.23 | | 2007 | | | 29.55 | 13.35 | 16.20 | | 2006 | | | 11.24 | 7.05 | 4.19 | | 2005 | | | 3.82 | 6.71 | -2.89 | | 2004 | | | 6.31 | 7.81 | -1.50 | | 2003 | | | 37.11 | 28.66 | 8.45 | | 2002 | | | -27.23 | -27.64 | 0.41 | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AFUAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.42 | 10.04 | 13.18 | N/A | | 2008 | -16.75 | 5.06 | -19.48 | -23.19 | | 2007 | 4.21 | 5.43 | 13.16 | 4.21 | | 2006 | 4.35 | -3.66 | 4.66 | 5.73 | | 2005 | -4.10 | 2.46 | 5.80 | -0.13 | | 2004 | 3.83 | 1.92 | -5.78 | 6.63 | | 2003 | -3.84 | 17.77 | 6.34 | 13.85 | | 2002 | 4.64 | -17.58 | -22.01 | 8.21 | | 2001 | N/A | N/A | N/A | 16.45 | | 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 | 1765 | 1802 | 97.95 | | 1-Month | 1379 | 1890 | 72.96 | | 3-Month | 1243 | 1884 | 65.98 | | 6-Month | 1790 | 1827 | 97.97 | | 1-Year | 1470 | 1797 | 81.80 | | 3-Year | 1123 | 1518 | 73.98 | | 5-Year | 919 | 1251 | 73.46 |
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0.34% Nasdaq 
Performance
