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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.61% | | 5-Year Average Return: | -1.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.40% | |
Worst 1-Yr Total Return (2008): | -34.91% | |
Best 3-Yr Total Return (2004-6): | 7.10% | |
Worst 3-Yr Total Return (2006-8): | -10.37% |
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| 1-Year: | -6.63% | | 3-Year: | -6.04% | | 5-Year: | -0.90% | | 10-Year: | -3.72% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AGCGX | Category | Diff | Index* | Diff | | Year To Date | 17.61 | 24.15 | -6.54 | 17.05 | 0.56 | | 1-Month | -0.15 | -2.25 | 2.1 | -1.86 | 1.71 | | 3-Month | 5.65 | 4.52 | 1.13 | 5.48 | 0.17 | | 1-Year | 11.62 | 15.35 | -3.73 | 9.80 | 1.82 | | 3-Year | -6.60 | -4.95 | -1.65 | -7.02 | 0.42 | | 5-Year | -1.03 | 0.99 | -2.02 | 0.33 | -1.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.28 | 42.81 | -7.53 | 45.76 | -10.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.56 | -17.14 | -0.42 | -18.25 | 0.69 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AGCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.91 | -40.67 | 5.76 | | 2007 | | | 4.81 | 13.35 | -8.54 | | 2006 | | | 5.54 | 7.05 | -1.51 | | 2005 | | | 5.43 | 6.71 | -1.28 | | 2004 | | | 10.40 | 7.81 | 2.59 | | 2003 | | | 20.72 | 28.66 | -7.94 | | 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
AGCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.45 | 12.41 | 13.21 | N/A | | 2008 | -12.03 | 3.08 | -10.36 | -19.93 | | 2007 | -0.71 | 2.86 | 2.85 | -0.22 | | 2006 | 2.87 | -4.85 | 4.43 | 3.25 | | 2005 | -1.40 | -0.18 | 4.01 | 3.00 | | 2004 | 1.50 | 4.10 | -2.29 | 6.93 | | 2003 | -0.47 | 8.74 | 1.89 | 9.48 | | 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 | 1477 | 1802 | 81.96 | | 1-Month | 189 | 1890 | 10.00 | | 3-Month | 301 | 1884 | 15.98 | | 6-Month | 840 | 1827 | 45.98 | | 1-Year | 1137 | 1797 | 63.27 | | 3-Year | 927 | 1518 | 61.07 | | 5-Year | 889 | 1251 | 71.06 |
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0.22% Nasdaq 
Performance
