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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.92% | | 5-Year Average Return: | -2.13% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 35.96% | |
Worst 1-Yr Total Return (2008): | -41.88% | |
Best 3-Yr Total Return (2004-6): | 27.08% | |
Worst 3-Yr Total Return (2006-8): | -13.87% |
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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 | ARFCX | Category | Diff | Index* | Diff | | Year To Date | 12.92 | 15.25 | -2.33 | 17.05 | -4.13 | | 1-Month | -4.31 | -4.31 | 0 | -1.86 | -2.45 | | 3-Month | 14.48 | 15.19 | -0.71 | 5.48 | 9 | | 1-Year | -1.44 | 2.82 | -4.26 | 9.80 | -11.24 | | 3-Year | -18.24 | -16.35 | -1.89 | -7.02 | -11.22 | | 5-Year | -2.13 | -1.54 | -0.59 | 0.33 | -2.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 80.54 | 77.87 | 2.67 | 45.76 | 34.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -33.74 | -29.96 | -3.78 | -18.25 | -15.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.88 | -39.55 | -2.33 | | 2007 | | | -19.14 | -14.66 | -4.48 | | 2006 | | | 35.96 | 33.58 | 2.38 | | 2005 | | | 13.17 | 11.51 | 1.66 | | 2004 | | | 33.38 | 32.02 | 1.36 | | 2003 | | | 36.28 | 36.80 | -0.52 | | 2002 | | | 4.60 | 4.54 | 0.06 | | 2001 | | | 7.29 | 10.00 | -2.71 | | 2000 | | | 28.77 | 27.02 | 1.75 | | 1999 | | | -3.33 | -2.76 | -0.57 |
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| PAST QUARTERLY RETURNS (%) FOR
ARFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -31.12 | 30.68 | 31.09 | N/A | | 2008 | -0.22 | -6.59 | 2.35 | -39.07 | | 2007 | 2.25 | -11.05 | 3.24 | -13.88 | | 2006 | 14.38 | -0.44 | 8.70 | 9.84 | | 2005 | -7.88 | 14.62 | 4.31 | 2.76 | | 2004 | 12.10 | -5.79 | 7.99 | 16.96 | | 2003 | 1.93 | 10.40 | 10.03 | 10.07 | | 2002 | 6.81 | 6.00 | -8.38 | 0.83 | | 2001 | -3.94 | 10.28 | -2.24 | 3.60 | | 2000 | 3.34 | 11.21 | 7.33 | 4.39 | | 1999 | N/A | N/A | N/A | 1.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 133 | 272 | 48.90 | | 1-Month | 28 | 287 | 9.76 | | 3-Month | 91 | 278 | 32.73 | | 6-Month | 156 | 275 | 56.73 | | 1-Year | 174 | 268 | 64.93 | | 3-Year | 163 | 232 | 70.26 | | 5-Year | 117 | 204 | 57.35 |
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0.34% Nasdaq 
Performance
