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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.58% | | 5-Year Average Return: | 0.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.84% | |
Worst 1-Yr Total Return (2008): | -47.25% | |
Best 3-Yr Total Return (2005-7): | 11.58% | |
Worst 3-Yr Total Return (2006-8): | -13.11% |
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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 | ALGRX | Category | Diff | Index* | Diff | | Year To Date | 29.58 | 24.15 | 5.43 | 17.05 | 12.53 | | 1-Month | -1.67 | -2.25 | 0.58 | -1.86 | 0.19 | | 3-Month | 5.78 | 4.52 | 1.26 | 5.48 | 0.3 | | 1-Year | 17.70 | 15.35 | 2.35 | 9.80 | 7.9 | | 3-Year | -5.53 | -4.95 | -0.58 | -7.02 | 1.49 | | 5-Year | 0.63 | 0.99 | -0.36 | 0.33 | 0.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.71 | 42.81 | 1.9 | 45.76 | -1.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.37 | -17.14 | -5.23 | -18.25 | -4.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.25 | -40.67 | -6.58 | | 2007 | | | 18.84 | 13.35 | 5.49 | | 2006 | | | 4.64 | 7.05 | -2.41 | | 2005 | | | 11.70 | 6.71 | 4.99 | | 2004 | | | 4.80 | 7.81 | -3.01 | | 2003 | | | 34.37 | 28.66 | 5.71 | | 2002 | | | -33.91 | -27.64 | -6.27 | | 2001 | | | -12.25 | -22.30 | 10.05 | | 2000 | | | -13.85 | -13.05 | -0.80 | | 1999 | | | 35.24 | 38.87 | -3.63 |
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| PAST QUARTERLY RETURNS (%) FOR
ALGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.58 | 15.52 | 14.75 | N/A | | 2008 | -13.71 | 0.78 | -15.55 | -28.17 | | 2007 | 2.18 | 7.40 | 7.62 | 0.62 | | 2006 | 1.22 | -4.44 | 0.94 | 7.17 | | 2005 | -2.80 | 4.01 | 8.13 | 2.17 | | 2004 | 1.69 | 1.05 | -7.61 | 10.38 | | 2003 | -0.60 | 17.17 | 3.18 | 11.82 | | 2002 | -3.31 | -15.58 | -20.58 | 1.95 | | 2001 | -11.56 | 7.43 | -18.35 | 13.11 | | 2000 | 10.76 | -5.87 | -3.48 | -14.39 | | 1999 | N/A | N/A | N/A | 22.09 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 378 | 1802 | 20.98 | | 1-Month | 434 | 1890 | 22.96 | | 3-Month | 527 | 1884 | 27.97 | | 6-Month | 456 | 1827 | 24.96 | | 1-Year | 379 | 1797 | 21.09 | | 3-Year | 746 | 1518 | 49.14 | | 5-Year | 579 | 1251 | 46.28 |
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0.21% Nasdaq 
0.02%
Performance
