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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.50% | | 5-Year Average Return: | 0.74% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.38% | |
Worst 1-Yr Total Return (2008): | -41.48% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | AFWDX | Category | Diff | Index* | Diff | | Year To Date | 16.50 | 24.15 | -7.65 | 17.05 | -0.55 | | 1-Month | -4.13 | -2.25 | -1.88 | -1.86 | -2.27 | | 3-Month | 2.42 | 4.52 | -2.1 | 5.48 | -3.06 | | 1-Year | 8.27 | 15.35 | -7.08 | 9.80 | -1.53 | | 3-Year | -7.74 | -4.95 | -2.79 | -7.02 | -0.72 | | 5-Year | 0.74 | 0.99 | -0.25 | 0.33 | 0.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.87 | 42.81 | -8.94 | 45.76 | -11.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.27 | -17.14 | -5.13 | -18.25 | -4.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFWDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.48 | -40.67 | -0.81 | | 2007 | | | 12.38 | 13.35 | -0.97 | | 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
AFWDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.24 | 10.20 | 13.96 | N/A | | 2008 | -11.93 | 3.98 | -16.96 | -23.04 | | 2007 | 5.43 | 5.65 | 3.82 | -2.82 | | 2006 | N/A | N/A | N/A | 3.38 | | 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 | 1495 | 1802 | 82.96 | | 1-Month | 1493 | 1890 | 78.99 | | 3-Month | 1563 | 1884 | 82.96 | | 6-Month | 1717 | 1827 | 93.98 | | 1-Year | 1250 | 1797 | 69.56 | | 3-Year | 1068 | 1518 | 70.36 | | 5-Year | | 1251 | N/A |
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