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| Morningstar Return Rating: | | | Year to Date Return: | 26.25% | | 5-Year Average Return: | 5.94% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -40.84% | |
Worst 1-Yr Total Return (2008): | -40.84% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ALFRX | Category | Diff | Index* | Diff | | Year To Date | 26.25 | 19.13 | 7.12 | 17.05 | 9.2 | | 1-Month | -6.04 | -5.65 | -0.39 | -1.86 | -4.18 | | 3-Month | 2.21 | 2.75 | -0.54 | 5.48 | -3.27 | | 1-Year | 20.39 | 11.45 | 8.94 | 9.80 | 10.59 | | 3-Year | -3.57 | -8.46 | 4.89 | -7.02 | 3.45 | | 5-Year | 5.94 | 0.52 | 5.42 | 0.33 | 5.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.57 | 57.02 | 1.55 | 45.76 | 12.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.22 | -18.27 | 3.05 | -18.25 | 3.03 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALFRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.84 | -36.56 | -4.28 | | 2007 | | | N/A | -1.10 | N/A | | 2006 | | | N/A | 15.03 | N/A | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ALFRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.11 | 25.12 | 16.87 | N/A | | 2008 | -13.06 | 1.15 | -10.18 | -25.10 | | 2007 | N/A | N/A | N/A | -1.64 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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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 | 390 | 662 | 58.91 | | 3-Month | 189 | 652 | 28.99 | | 6-Month | 174 | 647 | 26.89 | | 1-Year | 140 | 630 | 22.22 | | 3-Year | | 553 | N/A | | 5-Year | | 452 | N/A |
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0.50% Nasdaq 
0.01 (0.06%) 
Performance
