|
| Morningstar Return Rating: | Low | | Year to Date Return: | 13.49% | | 5-Year Average Return: | -1.14% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 3.24% | |
Worst 1-Yr Total Return (2008): | -40.97% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ANLRX | Category | Diff | Index* | Diff | | Year To Date | 13.49 | 21.73 | -8.24 | 24.07 | -10.58 | | 1-Month | 5.21 | 5.16 | 0.05 | 6.00 | -0.79 | | 3-Month | 7.09 | 6.45 | 0.64 | 7.91 | -0.82 | | 1-Year | 16.40 | 24.67 | -8.27 | 25.39 | -8.99 | | 3-Year | -11.18 | -7.33 | -3.85 | -5.79 | -5.39 | | 5-Year | -1.14 | 0.27 | -1.41 | 0.71 | -1.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.85 | 47.53 | -3.68 | 45.76 | -1.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.86 | -16.99 | -9.87 | -18.25 | -8.61 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ANLRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.97 | -37.09 | -3.88 | | 2007 | | | 3.24 | 1.42 | 1.82 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
ANLRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -18.88 | 16.83 | 14.69 | N/A | | 2008 | -7.97 | -5.07 | -9.35 | -25.46 | | 2007 | 1.46 | 6.92 | -0.05 | -4.79 | | 2006 | N/A | 3.52 | 4.00 | 7.07 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1150 | 1293 | 88.94 | | 1-Month | 388 | 1338 | 29.00 | | 3-Month | 279 | 1329 | 20.99 | | 6-Month | 1056 | 1320 | 80.00 | | 1-Year | 975 | 1280 | 76.17 | | 3-Year | 838 | 1088 | 77.02 | | 5-Year | | 917 | N/A |
|
|
|
|
|