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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.79% | | 5-Year Average Return: | 5.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.95% | |
Worst 1-Yr Total Return (2008): | -41.16% | |
Best 3-Yr Total Return (2004-6): | 17.77% | |
Worst 3-Yr Total Return (2006-8): | -6.91% |
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| 1-Year: | -0.79% | | 3-Year: | -0.37% | | 5-Year: | 7.03% | | 10-Year: | 4.64% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ALFCX | Category | Diff | Index* | Diff | | Year To Date | 25.79 | 19.13 | 6.66 | 17.05 | 8.74 | | 1-Month | -6.06 | -5.65 | -0.41 | -1.86 | -4.2 | | 3-Month | 2.13 | 2.75 | -0.62 | 5.48 | -3.35 | | 1-Year | 19.78 | 11.45 | 8.33 | 9.80 | 9.98 | | 3-Year | -4.05 | -8.46 | 4.41 | -7.02 | 2.97 | | 5-Year | 5.42 | 0.52 | 4.9 | 0.33 | 5.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.07 | 57.02 | 1.05 | 45.76 | 12.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.60 | -18.27 | 2.67 | -18.25 | 2.65 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.16 | -36.56 | -4.60 | | 2007 | | | 13.34 | -1.10 | 14.44 | | 2006 | | | 20.95 | 15.03 | 5.92 | | 2005 | | | 16.36 | 6.75 | 9.61 | | 2004 | | | 16.07 | 18.94 | -2.87 | | 2003 | | | 40.98 | 43.41 | -2.43 | | 2002 | | | -21.25 | -16.22 | -5.03 | | 2001 | | | -12.19 | 8.92 | -21.11 | | 2000 | | | -6.27 | 11.89 | -18.16 | | 1999 | | | 23.98 | 19.95 | 4.03 |
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| PAST QUARTERLY RETURNS (%) FOR
ALFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.19 | 24.89 | 16.77 | N/A | | 2008 | -13.19 | 1.05 | -10.29 | -25.22 | | 2007 | 3.99 | 8.59 | 2.19 | -1.78 | | 2006 | 14.16 | -3.40 | -0.96 | 10.73 | | 2005 | -1.64 | 2.74 | 11.03 | 3.71 | | 2004 | 6.06 | 1.86 | -3.84 | 11.73 | | 2003 | -4.03 | 19.00 | 8.74 | 13.52 | | 2002 | 1.12 | -6.00 | -19.62 | 3.07 | | 2001 | -12.46 | 7.33 | -18.69 | 14.94 | | 2000 | 9.34 | -8.91 | 1.14 | -6.96 | | 1999 | N/A | N/A | N/A | 18.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 128 | 641 | 19.97 | | 1-Month | 397 | 662 | 59.97 | | 3-Month | 215 | 652 | 32.98 | | 6-Month | 181 | 647 | 27.98 | | 1-Year | 146 | 630 | 23.17 | | 3-Year | 73 | 553 | 13.20 | | 5-Year | 29 | 452 | 6.42 |
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0.22% Nasdaq 
Performance
