|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 30.29% | | 5-Year Average Return: | 6.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 26.25% | |
Worst 1-Yr Total Return (2008): | -48.61% | |
Best 3-Yr Total Return (2005-7): | 21.01% | |
Worst 3-Yr Total Return (2006-8): | -8.56% |
|
| 1-Year: | -6.55% | | 3-Year: | -1.66% | | 5-Year: | 6.64% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ALMAX | Category | Diff | Index* | Diff | | Year To Date | 30.29 | 25.80 | 4.49 | 17.05 | 13.24 | | 1-Month | -5.32 | -4.37 | -0.95 | -1.86 | -3.46 | | 3-Month | 3.30 | 4.09 | -0.79 | 5.48 | -2.18 | | 1-Year | 19.03 | 16.23 | 2.8 | 9.80 | 9.23 | | 3-Year | -3.95 | -5.36 | 1.41 | -7.02 | 3.07 | | 5-Year | 6.11 | 1.68 | 4.43 | 0.33 | 5.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.75 | 47.87 | 4.88 | 45.76 | 6.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.75 | -19.87 | -0.88 | -18.25 | -2.5 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.61 | -43.77 | -4.84 | | 2007 | | | 26.25 | 15.09 | 11.16 | | 2006 | | | 17.85 | 9.00 | 8.85 | | 2005 | | | 19.10 | 9.84 | 9.26 | | 2004 | | | 15.47 | 13.23 | 2.24 | | 2003 | | | 36.93 | 35.96 | 0.97 | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
ALMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.34 | 17.85 | 17.16 | N/A | | 2008 | -16.61 | 0.14 | -14.14 | -28.33 | | 2007 | 5.97 | 8.55 | 6.50 | 3.05 | | 2006 | 11.63 | -3.18 | -2.99 | 12.41 | | 2005 | -2.09 | 4.63 | 10.35 | 5.34 | | 2004 | 5.94 | 0.09 | -6.24 | 16.14 | | 2003 | -2.93 | 17.99 | 5.94 | 12.86 | | 2002 | N/A | N/A | -18.40 | 3.73 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 262 | 848 | 30.90 | | 1-Month | 630 | 901 | 69.92 | | 3-Month | 431 | 898 | 48.00 | | 6-Month | 312 | 868 | 35.94 | | 1-Year | 276 | 847 | 32.59 | | 3-Year | 238 | 749 | 31.78 | | 5-Year | 21 | 636 | 3.30 |
|
|
|
|
|
0.34% Nasdaq 
Performance
