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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.26% | | 5-Year Average Return: | 4.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.06% | |
Worst 1-Yr Total Return (2008): | -46.36% | |
Best 3-Yr Total Return (2005-7): | 16.22% | |
Worst 3-Yr Total Return (2006-8): | -9.95% |
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| 1-Year: | -1.98% | | 3-Year: | -2.28% | | 5-Year: | 5.73% | | 10-Year: | -1.95% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AGSCX | Category | Diff | Index* | Diff | | Year To Date | 28.26 | 21.65 | 6.61 | 17.05 | 11.21 | | 1-Month | -5.98 | -5.90 | -0.08 | -1.86 | -4.12 | | 3-Month | 1.72 | 2.07 | -0.35 | 5.48 | -3.76 | | 1-Year | 19.80 | 13.17 | 6.63 | 9.80 | 10 | | 3-Year | -6.53 | -7.45 | 0.92 | -7.02 | 0.49 | | 5-Year | 4.00 | 0.22 | 3.78 | 0.33 | 3.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.46 | 52.20 | 2.26 | 45.76 | 8.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.83 | -18.89 | -0.94 | -18.25 | -1.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AGSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.36 | -41.55 | -4.81 | | 2007 | | | 15.29 | 7.59 | 7.70 | | 2006 | | | 18.06 | 10.81 | 7.25 | | 2005 | | | 15.33 | 6.02 | 9.31 | | 2004 | | | 15.00 | 12.41 | 2.59 | | 2003 | | | 41.79 | 45.54 | -3.75 | | 2002 | | | -27.96 | -27.88 | -0.08 | | 2001 | | | -31.87 | -8.91 | -22.96 | | 2000 | | | -29.37 | -3.85 | -25.52 | | 1999 | | | 33.07 | 64.77 | -31.70 |
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| PAST QUARTERLY RETURNS (%) FOR
AGSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.17 | 20.28 | 15.94 | N/A | | 2008 | -17.06 | 1.23 | -11.98 | -27.42 | | 2007 | 4.03 | 7.11 | 3.32 | 0.15 | | 2006 | 13.29 | -3.68 | -2.18 | 10.59 | | 2005 | -3.89 | 6.90 | 10.24 | 1.82 | | 2004 | 7.37 | 0.49 | -7.32 | 15.00 | | 2003 | -2.24 | 18.32 | 9.03 | 12.43 | | 2002 | -0.27 | -14.56 | -19.24 | 4.69 | | 2001 | -27.66 | 7.59 | -24.00 | 15.17 | | 2000 | 7.50 | -8.77 | -9.51 | -20.42 | | 1999 | N/A | N/A | N/A | 26.46 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 150 | 790 | 18.99 | | 1-Month | 180 | 820 | 21.95 | | 3-Month | 278 | 819 | 33.94 | | 6-Month | 248 | 800 | 31.00 | | 1-Year | 130 | 783 | 16.60 | | 3-Year | 209 | 669 | 31.24 | | 5-Year | 41 | 554 | 7.40 |
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0.34% Nasdaq 
Performance
