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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.98% | | 5-Year Average Return: | 0.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.29% | |
Worst 1-Yr Total Return (2008): | -30.63% | |
Best 3-Yr Total Return (2004-6): | 9.60% | |
Worst 3-Yr Total Return (2006-8): | -6.42% |
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| 1-Year: | -5.22% | | 3-Year: | -4.11% | | 5-Year: | 1.12% | | 10-Year: | 2.76% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMFCX | Category | Diff | Index* | Diff | | Year To Date | 14.98 | 15.79 | -0.81 | 17.05 | -2.07 | | 1-Month | -1.11 | -2.21 | 1.1 | -1.86 | 0.75 | | 3-Month | 4.51 | 5.62 | -1.11 | 5.48 | -0.97 | | 1-Year | 10.39 | 9.52 | 0.87 | 9.80 | 0.59 | | 3-Year | -5.55 | -8.36 | 2.81 | -7.02 | 1.47 | | 5-Year | 0.78 | 0.18 | 0.6 | 0.33 | 0.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.56 | 46.84 | -10.28 | 45.76 | -9.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.68 | -16.40 | 2.72 | -18.25 | 4.57 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.63 | -37.09 | 6.46 | | 2007 | | | 2.48 | 1.42 | 1.06 | | 2006 | | | 15.29 | 18.15 | -2.86 | | 2005 | | | 4.05 | 5.95 | -1.90 | | 2004 | | | 9.76 | 12.97 | -3.21 | | 2003 | | | 22.26 | 28.44 | -6.18 | | 2002 | | | -12.92 | -18.69 | 5.77 | | 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
AMFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.68 | 13.19 | 12.48 | N/A | | 2008 | -7.45 | -2.00 | -7.08 | -17.69 | | 2007 | 1.52 | 6.12 | -0.24 | -4.65 | | 2006 | 3.62 | 0.16 | 4.14 | 6.66 | | 2005 | -1.09 | 1.13 | 2.31 | 1.68 | | 2004 | 1.28 | 1.57 | 0.07 | 6.62 | | 2003 | -3.93 | 12.82 | 1.90 | 10.70 | | 2002 | 3.40 | -6.49 | -15.92 | 7.11 | | 2001 | N/A | 4.91 | -5.54 | 6.97 | | 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 | 667 | 1335 | 49.96 | | 1-Month | 165 | 1379 | 11.97 | | 3-Month | 560 | 1368 | 40.94 | | 6-Month | 1130 | 1346 | 83.95 | | 1-Year | 562 | 1318 | 42.64 | | 3-Year | 154 | 1124 | 13.70 | | 5-Year | 274 | 934 | 29.34 |
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