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| Morningstar Return Rating: | Low | | Year to Date Return: | 5.86% | | 5-Year Average Return: | -2.43% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 28.50% | |
Worst 1-Yr Total Return (2008): | -46.35% | |
Best 3-Yr Total Return (2005-7): | 13.50% | |
Worst 3-Yr Total Return (2006-8): | -8.70% |
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| 1-Year: | -16.74% | | 3-Year: | -7.23% | | 5-Year: | -1.74% | | 10-Year: | 0.16% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFUCX | Category | Diff | Index* | Diff | | Year To Date | 5.86 | 24.15 | -18.29 | 17.05 | -11.19 | | 1-Month | -3.53 | -2.25 | -1.28 | -1.86 | -1.67 | | 3-Month | 2.61 | 4.52 | -1.91 | 5.48 | -2.87 | | 1-Year | -2.90 | 15.35 | -18.25 | 9.80 | -12.7 | | 3-Year | -9.13 | -4.95 | -4.18 | -7.02 | -2.11 | | 5-Year | -2.43 | 0.99 | -3.42 | 0.33 | -2.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.91 | 42.81 | -11.9 | 45.76 | -14.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.04 | -17.14 | -11.9 | -18.25 | -10.79 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFUCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.35 | -40.67 | -5.68 | | 2007 | | | 28.50 | 13.35 | 15.15 | | 2006 | | | 10.41 | 7.05 | 3.36 | | 2005 | | | 3.05 | 6.71 | -3.66 | | 2004 | | | 5.55 | 7.81 | -2.26 | | 2003 | | | 36.26 | 28.66 | 7.60 | | 2002 | | | -27.80 | -27.64 | -0.16 | | 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
AFUCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.61 | 9.81 | 13.04 | N/A | | 2008 | -16.92 | 4.84 | -19.64 | -23.36 | | 2007 | 3.93 | 5.23 | 12.91 | 4.06 | | 2006 | 4.14 | -3.84 | 4.47 | 5.53 | | 2005 | -4.33 | 2.30 | 5.66 | -0.34 | | 2004 | 3.60 | 1.74 | -5.90 | 6.42 | | 2003 | -3.98 | 17.55 | 6.24 | 13.63 | | 2002 | 4.42 | -17.73 | -22.15 | 7.94 | | 2001 | N/A | N/A | N/A | 16.30 | | 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 | 1299 | 1884 | 68.95 | | 6-Month | 1808 | 1827 | 98.96 | | 1-Year | 1473 | 1797 | 81.97 | | 3-Year | 1168 | 1518 | 76.94 | | 5-Year | 997 | 1251 | 79.70 |
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1.42% Nasdaq 
Performance
