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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.59% | | 5-Year Average Return: | 3.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.68% | |
Worst 1-Yr Total Return (2008): | -36.80% | |
Best 3-Yr Total Return (2004-6): | 10.12% | |
Worst 3-Yr Total Return (2006-8): | -6.54% |
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| 1-Year: | -0.71% | | 3-Year: | -1.76% | | 5-Year: | 3.47% | | 10-Year: | 3.09% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AGOBX | Category | Diff | Index* | Diff | | Year To Date | 28.59 | 15.79 | 12.8 | 17.05 | 11.54 | | 1-Month | -1.72 | -2.21 | 0.49 | -1.86 | 0.14 | | 3-Month | 5.86 | 5.62 | 0.24 | 5.48 | 0.38 | | 1-Year | 27.03 | 9.52 | 17.51 | 9.80 | 17.23 | | 3-Year | -2.40 | -8.36 | 5.96 | -7.02 | 4.62 | | 5-Year | 3.20 | 0.18 | 3.02 | 0.33 | 2.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.78 | 46.84 | -0.06 | 45.76 | 1.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.53 | -16.40 | 4.87 | -18.25 | 6.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AGOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.80 | -37.09 | 0.29 | | 2007 | | | 9.79 | 1.42 | 8.37 | | 2006 | | | 17.68 | 18.15 | -0.47 | | 2005 | | | 3.23 | 5.95 | -2.72 | | 2004 | | | 9.92 | 12.97 | -3.05 | | 2003 | | | 31.18 | 28.44 | 2.74 | | 2002 | | | -24.68 | -18.69 | -5.99 | | 2001 | | | -1.61 | -4.99 | 3.38 | | 2000 | | | 4.88 | 7.87 | -2.99 | | 1999 | | | 14.61 | 6.72 | 7.89 |
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| PAST QUARTERLY RETURNS (%) FOR
AGOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.37 | 19.79 | 15.42 | N/A | | 2008 | -9.64 | 2.84 | -15.49 | -19.52 | | 2007 | 4.90 | 5.63 | 0.26 | -1.17 | | 2006 | 3.98 | -1.16 | 6.57 | 7.44 | | 2005 | -1.32 | 0.37 | 1.78 | 2.40 | | 2004 | 2.74 | -0.24 | -1.65 | 9.04 | | 2003 | -2.22 | 17.62 | 2.48 | 11.30 | | 2002 | 0.72 | -15.65 | -18.84 | 9.24 | | 2001 | -3.29 | 8.31 | -14.39 | 9.73 | | 2000 | -0.61 | -1.55 | 4.71 | 2.37 | | 1999 | N/A | N/A | N/A | 9.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 133 | 1335 | 9.96 | | 1-Month | 1185 | 1379 | 85.93 | | 3-Month | 711 | 1368 | 51.97 | | 6-Month | 121 | 1346 | 8.99 | | 1-Year | 59 | 1318 | 4.48 | | 3-Year | 27 | 1124 | 2.40 | | 5-Year | 54 | 934 | 5.78 |
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0.01% Nasdaq 
0.22%
Performance
