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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.91% | | 5-Year Average Return: | -0.79% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 3.46% | |
Worst 1-Yr Total Return (2008): | -40.72% | |
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 | ALNFX | Category | Diff | Index* | Diff | | Year To Date | 13.91 | 21.73 | -7.82 | 24.07 | -10.16 | | 1-Month | 5.21 | 5.16 | 0.05 | 6.00 | -0.79 | | 3-Month | 7.21 | 6.45 | 0.76 | 7.91 | -0.7 | | 1-Year | 16.82 | 24.67 | -7.85 | 25.39 | -8.57 | | 3-Year | -10.86 | -7.33 | -3.53 | -5.79 | -5.07 | | 5-Year | -0.79 | 0.27 | -1.06 | 0.71 | -1.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.05 | 47.53 | -3.48 | 45.76 | -1.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.58 | -16.99 | -9.59 | -18.25 | -8.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALNFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.72 | -37.09 | -3.63 | | 2007 | | | 3.46 | 1.42 | 2.04 | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ALNFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -18.71 | 16.90 | 14.70 | N/A | | 2008 | -7.91 | -4.91 | -9.28 | -25.37 | | 2007 | 1.55 | 7.06 | -0.10 | -4.75 | | 2006 | N/A | N/A | N/A | 7.16 | | 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 | 1137 | 1293 | 87.94 | | 1-Month | 495 | 1338 | 37.00 | | 3-Month | 345 | 1329 | 25.96 | | 6-Month | 1042 | 1320 | 78.94 | | 1-Year | 956 | 1280 | 74.69 | | 3-Year | 822 | 1088 | 75.55 | | 5-Year | | 917 | N/A |
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