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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.79% | | 5-Year Average Return: | -0.02% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.56% | |
Worst 1-Yr Total Return (2008): | -41.92% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -8.12% | | 3-Year: | -6.91% | | 5-Year: | 1.23% | | 10-Year: | -2.34% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFWCX | Category | Diff | Index* | Diff | | Year To Date | 15.79 | 24.15 | -8.36 | 17.05 | -1.26 | | 1-Month | -4.09 | -2.25 | -1.84 | -1.86 | -2.23 | | 3-Month | 2.33 | 4.52 | -2.19 | 5.48 | -3.15 | | 1-Year | 7.50 | 15.35 | -7.85 | 9.80 | -2.3 | | 3-Year | -8.43 | -4.95 | -3.48 | -7.02 | -1.41 | | 5-Year | -0.02 | 0.99 | -1.01 | 0.33 | -0.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.21 | 42.81 | -9.6 | 45.76 | -12.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.79 | -17.14 | -5.65 | -18.25 | -4.54 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFWCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.92 | -40.67 | -1.25 | | 2007 | | | 11.56 | 13.35 | -1.79 | | 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 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AFWCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.29 | 9.86 | 13.62 | N/A | | 2008 | -12.13 | 3.80 | -17.17 | -23.12 | | 2007 | 5.22 | 5.47 | 3.65 | -3.00 | | 2006 | N/A | N/A | N/A | 3.11 | | 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 | | 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 | 1567 | 1802 | 86.96 | | 1-Month | 1549 | 1890 | 81.96 | | 3-Month | 1639 | 1884 | 87.00 | | 6-Month | 1735 | 1827 | 94.96 | | 1-Year | 1297 | 1797 | 72.18 | | 3-Year | 1124 | 1518 | 74.04 | | 5-Year | | 1251 | N/A |
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0.22% Nasdaq 
Performance
