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| Morningstar Return Rating: | Average | | Year to Date Return: | 35.53% | | 5-Year Average Return: | 0.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 34.56% | |
Worst 1-Yr Total Return (2008): | -58.74% | |
Best 3-Yr Total Return (2005-7): | 17.58% | |
Worst 3-Yr Total Return (2006-8): | -15.29% |
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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 | ALMRX | Category | Diff | Index* | Diff | | Year To Date | 35.53 | 25.80 | 9.73 | 17.05 | 18.48 | | 1-Month | -5.74 | -4.37 | -1.37 | -1.86 | -3.88 | | 3-Month | 4.30 | 4.09 | 0.21 | 5.48 | -1.18 | | 1-Year | 21.78 | 16.23 | 5.55 | 9.80 | 11.98 | | 3-Year | -7.27 | -5.36 | -1.91 | -7.02 | -0.25 | | 5-Year | 0.24 | 1.68 | -1.44 | 0.33 | -0.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.13 | 47.87 | 11.26 | 45.76 | 13.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.70 | -19.87 | -7.83 | -18.25 | -9.45 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALMRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -58.74 | -43.77 | -14.97 | | 2007 | | | 34.56 | 15.09 | 19.47 | | 2006 | | | 9.51 | 9.00 | 0.51 | | 2005 | | | 10.32 | 9.84 | 0.48 | | 2004 | | | 12.07 | 13.23 | -1.16 | | 2003 | | | 45.66 | 35.96 | 9.70 | | 2002 | | | -29.46 | -27.24 | -2.22 | | 2001 | | | -6.18 | -19.98 | 13.80 | | 2000 | | | 16.95 | -4.78 | 21.73 | | 1999 | | | 41.77 | 60.49 | -18.72 |
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| PAST QUARTERLY RETURNS (%) FOR
ALMRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.51 | 19.44 | 19.77 | N/A | | 2008 | -18.53 | 3.47 | -27.08 | -32.88 | | 2007 | 6.08 | 9.86 | 11.45 | 3.60 | | 2006 | 8.37 | -7.67 | -1.26 | 10.84 | | 2005 | -2.61 | 3.29 | 8.07 | 1.47 | | 2004 | 4.45 | 1.00 | -7.88 | 15.32 | | 2003 | 2.00 | 20.09 | 5.53 | 12.68 | | 2002 | -2.96 | -13.51 | -18.35 | 2.94 | | 2001 | -17.48 | 17.81 | -17.07 | 16.35 | | 2000 | 23.18 | -2.75 | 7.67 | -9.32 | | 1999 | N/A | N/A | N/A | 25.52 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 93 | 848 | 10.97 | | 1-Month | 585 | 901 | 64.93 | | 3-Month | 233 | 898 | 25.95 | | 6-Month | 173 | 868 | 19.93 | | 1-Year | 125 | 847 | 14.76 | | 3-Year | 434 | 749 | 57.94 | | 5-Year | 369 | 636 | 58.02 |
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0.18% Nasdaq 0.00%
0.05 (0.44%) 
Performance
