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| Morningstar Return Rating: | Above average | | Year to Date Return: | -4.30% | | 5-Year Average Return: | 5.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 44.03% | |
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% |
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| 1-Year: | 36.47% | | 3-Year: | -3.98% | | 5-Year: | 4.44% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ALMAX | Category | Diff | Index* | Diff | | Year To Date | -4.30 | -4.57 | 0.27 | -3.60 | -0.7 | | 1-Month | -4.30 | -4.57 | 0.27 | -3.60 | -0.7 | | 3-Month | 5.79 | 5.39 | 0.4 | 4.16 | 1.63 | | 1-Year | 43.83 | 39.73 | 4.1 | 33.14 | 10.69 | | 3-Year | -4.74 | -5.54 | 0.8 | -7.24 | 2.5 | | 5-Year | 5.29 | 1.43 | 3.86 | 0.18 | 5.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.75 | 49.32 | 3.43 | 45.76 | 6.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.75 | -20.58 | -0.17 | -18.25 | -2.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALMAX | Category | Diff | | 2009 | | | 44.03 | 39.11 | 4.92 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
ALMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.34 | 17.85 | 17.16 | 4.66 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 222 | 857 | 25.90 | | 1-Month | 282 | 857 | 32.91 | | 3-Month | 263 | 851 | 30.90 | | 6-Month | 507 | 845 | 60.00 | | 1-Year | 183 | 804 | 22.76 | | 3-Year | 255 | 719 | 35.47 | | 5-Year | 30 | 622 | 4.82 |
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1.52% Nasdaq 0.00%
Performance
