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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.41% | | 5-Year Average Return: | 0.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.85% | |
Worst 1-Yr Total Return (2008): | -35.25% | |
Best 3-Yr Total Return (2004-6): | 11.16% | |
Worst 3-Yr Total Return (2006-8): | -8.21% |
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| 1-Year: | -7.09% | | 3-Year: | -6.27% | | 5-Year: | 0.41% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AOGAX | Category | Diff | Index* | Diff | | Year To Date | 17.41 | 18.65 | -1.24 | 17.05 | 0.36 | | 1-Month | -2.53 | -2.18 | -0.35 | -1.86 | -0.67 | | 3-Month | 5.26 | 5.08 | 0.18 | 5.48 | -0.22 | | 1-Year | 13.99 | 11.86 | 2.13 | 9.80 | 4.19 | | 3-Year | -6.08 | -6.78 | 0.7 | -7.02 | 0.94 | | 5-Year | 0.88 | 0.49 | 0.39 | 0.33 | 0.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.41 | 45.26 | -4.85 | 45.76 | -5.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.58 | -15.99 | 2.41 | -18.25 | 4.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AOGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.25 | -37.79 | 2.54 | | 2007 | | | 4.91 | 6.16 | -1.25 | | 2006 | | | 13.85 | 14.17 | -0.32 | | 2005 | | | 7.32 | 5.88 | 1.44 | | 2004 | | | 12.43 | 10.02 | 2.41 | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AOGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.88 | 15.50 | 15.72 | N/A | | 2008 | -9.84 | -1.00 | -11.36 | -18.16 | | 2007 | 2.04 | 5.40 | 0.15 | -2.59 | | 2006 | 5.10 | -2.15 | 3.71 | 6.75 | | 2005 | -1.21 | 1.77 | 4.35 | 2.29 | | 2004 | 2.75 | 0.73 | 0.27 | 8.33 | | 2003 | N/A | N/A | N/A | 11.37 | | 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 | 1409 | 2013 | 70.00 | | 1-Month | 1941 | 2110 | 91.99 | | 3-Month | 1797 | 2090 | 85.98 | | 6-Month | 778 | 2049 | 37.97 | | 1-Year | 858 | 1999 | 42.92 | | 3-Year | 540 | 1694 | 31.88 | | 5-Year | 428 | 1352 | 31.66 |
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0.09% Nasdaq 
Performance
