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| Morningstar Return Rating: | Low | | Year to Date Return: | -4.92% | | 5-Year Average Return: | 0.09% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 26.60% | |
Worst 1-Yr Total Return (2008): | -41.48% | |
Best 3-Yr Total Return (2007-9): | -5.90% | |
Worst 3-Yr Total Return (2007-9): | -5.90% |
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| 1-Year: | 19.64% | | 3-Year: | -7.66% | | 5-Year: | -0.41% | | 10-Year: | -3.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFWAX | Category | Diff | Index* | Diff | | Year To Date | -4.92 | -4.87 | -0.05 | -3.60 | -1.32 | | 1-Month | -4.92 | -4.87 | -0.05 | -3.60 | -1.32 | | 3-Month | 3.32 | 3.82 | -0.5 | 4.16 | -0.84 | | 1-Year | 22.36 | 35.76 | -13.4 | 33.14 | -10.78 | | 3-Year | -8.47 | -5.20 | -3.27 | -7.24 | -1.23 | | 5-Year | 0.09 | 0.87 | -0.78 | 0.18 | -0.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.11 | 44.07 | -9.96 | 45.76 | -11.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.27 | -18.03 | -4.24 | -18.25 | -4.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFWAX | Category | Diff | | 2009 | | | 26.60 | 35.68 | -9.08 | | 2008 | | | -41.48 | -40.67 | -0.81 | | 2007 | | | 12.45 | 13.35 | -0.90 | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AFWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.24 | 10.20 | 13.96 | 4.18 | | 2008 | -11.93 | 3.98 | -17.06 | -22.94 | | 2007 | 5.53 | 5.54 | 3.82 | -2.76 | | 2006 | N/A | N/A | N/A | 3.33 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | 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 | 978 | 1882 | 51.97 | | 1-Month | 941 | 1882 | 50.00 | | 3-Month | 1288 | 1867 | 68.99 | | 6-Month | 1655 | 1860 | 88.98 | | 1-Year | 1452 | 1787 | 81.25 | | 3-Year | 1166 | 1545 | 75.47 | | 5-Year | | 1265 | N/A |
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0.59% Nasdaq 
0.09 (1.24%) 
Performance
