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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.84% | | 5-Year Average Return: | 5.43% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.97% | |
Worst 1-Yr Total Return (2008): | -41.15% | |
Best 3-Yr Total Return (2004-6): | 17.80% | |
Worst 3-Yr Total Return (2006-8): | -6.92% |
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| 1-Year: | -4.46% | | 3-Year: | -1.20% | | 5-Year: | 6.73% | | 10-Year: | 4.63% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ALFBX | Category | Diff | Index* | Diff | | Year To Date | 25.84 | 19.13 | 6.71 | 17.05 | 8.79 | | 1-Month | -6.01 | -5.65 | -0.36 | -1.86 | -4.15 | | 3-Month | 2.18 | 2.75 | -0.57 | 5.48 | -3.3 | | 1-Year | 19.86 | 11.45 | 8.41 | 9.80 | 10.06 | | 3-Year | -4.05 | -8.46 | 4.41 | -7.02 | 2.97 | | 5-Year | 5.43 | 0.52 | 4.91 | 0.33 | 5.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.15 | 57.02 | 1.13 | 45.76 | 12.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.65 | -18.27 | 2.62 | -18.25 | 2.6 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.15 | -36.56 | -4.59 | | 2007 | | | 13.28 | -1.10 | 14.38 | | 2006 | | | 20.97 | 15.03 | 5.94 | | 2005 | | | 16.43 | 6.75 | 9.68 | | 2004 | | | 16.08 | 18.94 | -2.86 | | 2003 | | | 40.88 | 43.41 | -2.53 | | 2002 | | | -21.37 | -16.22 | -5.15 | | 2001 | | | -12.17 | 8.92 | -21.09 | | 2000 | | | -6.26 | 11.89 | -18.15 | | 1999 | | | 24.12 | 19.95 | 4.17 |
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| PAST QUARTERLY RETURNS (%) FOR
ALFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.21 | 24.98 | 16.71 | N/A | | 2008 | -13.15 | 1.00 | -10.28 | -25.22 | | 2007 | 3.97 | 8.55 | 2.22 | -1.81 | | 2006 | 14.11 | -3.40 | -0.91 | 10.75 | | 2005 | -1.58 | 2.74 | 10.97 | 3.77 | | 2004 | 6.06 | 1.93 | -3.91 | 11.74 | | 2003 | -4.03 | 19.00 | 8.74 | 13.45 | | 2002 | 1.12 | -6.14 | -19.62 | 3.07 | | 2001 | -12.51 | 7.33 | -18.67 | 15.01 | | 2000 | 9.33 | -8.95 | 1.14 | -6.90 | | 1999 | N/A | N/A | N/A | 18.11 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 134 | 641 | 20.90 | | 1-Month | 410 | 662 | 61.93 | | 3-Month | 221 | 652 | 33.90 | | 6-Month | 181 | 647 | 27.98 | | 1-Year | 151 | 630 | 23.97 | | 3-Year | 75 | 553 | 13.56 | | 5-Year | 30 | 452 | 6.64 |
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1.20% Nasdaq 
Performance
