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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.49% | | 5-Year Average Return: | 6.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.71% | |
Worst 1-Yr Total Return (2008): | -40.78% | |
Best 3-Yr Total Return (2004-6): | 18.56% | |
Worst 3-Yr Total Return (2006-8): | -6.32% |
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| 1-Year: | -5.02% | | 3-Year: | -1.68% | | 5-Year: | 6.46% | | 10-Year: | 4.68% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ALFAX | Category | Diff | Index* | Diff | | Year To Date | 26.49 | 19.13 | 7.36 | 17.05 | 9.44 | | 1-Month | -6.00 | -5.65 | -0.35 | -1.86 | -4.14 | | 3-Month | 2.31 | 2.75 | -0.44 | 5.48 | -3.17 | | 1-Year | 20.57 | 11.45 | 9.12 | 9.80 | 10.77 | | 3-Year | -3.43 | -8.46 | 5.03 | -7.02 | 3.59 | | 5-Year | 6.10 | 0.52 | 5.58 | 0.33 | 5.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.65 | 57.02 | 1.63 | 45.76 | 12.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.08 | -18.27 | 3.19 | -18.25 | 3.17 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.78 | -36.56 | -4.22 | | 2007 | | | 14.07 | -1.10 | 15.17 | | 2006 | | | 21.71 | 15.03 | 6.68 | | 2005 | | | 17.20 | 6.75 | 10.45 | | 2004 | | | 16.82 | 18.94 | -2.12 | | 2003 | | | 41.77 | 43.41 | -1.64 | | 2002 | | | -20.86 | -16.22 | -4.64 | | 2001 | | | -11.54 | 8.92 | -20.46 | | 2000 | | | -5.67 | 11.89 | -17.56 | | 1999 | | | 24.84 | 19.95 | 4.89 |
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| PAST QUARTERLY RETURNS (%) FOR
ALFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.07 | 25.22 | 16.89 | N/A | | 2008 | -13.04 | 1.15 | -10.11 | -25.10 | | 2007 | 4.13 | 8.74 | 2.40 | -1.62 | | 2006 | 14.29 | -3.24 | -0.79 | 10.94 | | 2005 | -1.43 | 2.90 | 11.15 | 3.95 | | 2004 | 6.24 | 2.06 | -3.73 | 11.92 | | 2003 | -3.86 | 19.18 | 8.87 | 13.65 | | 2002 | 1.25 | -6.05 | -19.47 | 3.30 | | 2001 | -12.31 | 7.48 | -18.57 | 15.26 | | 2000 | 9.56 | -8.78 | 1.25 | -6.78 | | 1999 | N/A | N/A | N/A | 18.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 121 | 641 | 18.88 | | 1-Month | 403 | 662 | 60.88 | | 3-Month | 189 | 652 | 28.99 | | 6-Month | 161 | 647 | 24.88 | | 1-Year | 136 | 630 | 21.59 | | 3-Year | 63 | 553 | 11.39 | | 5-Year | 14 | 452 | 3.10 |
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0.18% Nasdaq 0.00%
0.13 (0.71%) 
Performance
