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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.13% | | 5-Year Average Return: | 3.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.75% | |
Worst 1-Yr Total Return (2008): | -24.52% | |
Best 3-Yr Total Return (2004-6): | 8.98% | |
Worst 3-Yr Total Return (2006-8): | -3.75% |
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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 | AUXFX | Category | Diff | Index* | Diff | | Year To Date | 18.13 | 18.16 | -0.03 | N/A | N/A | | 1-Month | -1.02 | -1.24 | 0.22 | N/A | N/A | | 3-Month | 5.12 | 4.71 | 0.41 | N/A | N/A | | 1-Year | 13.36 | 15.73 | -2.37 | N/A | N/A | | 3-Year | -0.45 | -2.66 | 2.21 | N/A | N/A | | 5-Year | 3.67 | 2.10 | 1.57 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.28 | 33.32 | 1.96 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.74 | -8.51 | 1.77 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AUXFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.52 | -28.00 | 3.48 | | 2007 | | | 5.71 | 5.99 | -0.28 | | 2006 | | | 11.75 | 11.29 | 0.46 | | 2005 | | | 4.58 | 5.13 | -0.55 | | 2004 | | | 10.74 | 8.86 | 1.88 | | 2003 | | | 26.75 | 20.35 | 6.40 | | 2002 | | | -6.79 | -12.02 | 5.23 | | 2001 | | | 12.67 | -5.05 | 17.72 | | 2000 | | | 4.05 | 1.82 | 2.23 | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AUXFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.28 | 13.12 | 12.58 | N/A | | 2008 | -6.82 | -3.59 | -1.55 | -14.65 | | 2007 | 1.78 | 6.69 | -2.23 | -0.44 | | 2006 | 2.24 | -1.99 | 3.59 | 7.66 | | 2005 | -0.97 | 2.31 | 0.82 | 2.39 | | 2004 | 2.55 | 0.37 | -1.46 | 9.18 | | 2003 | -5.34 | 15.64 | 3.68 | 11.68 | | 2002 | 2.56 | -5.90 | -8.30 | 5.32 | | 2001 | 0.67 | 7.93 | -4.29 | 8.34 | | 2000 | 2.73 | -5.03 | 4.20 | 2.36 | | 1999 | N/A | N/A | N/A | 2.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 544 | 1211 | 44.92 | | 1-Month | 150 | 1258 | 11.92 | | 3-Month | 314 | 1256 | 25.00 | | 6-Month | 402 | 1220 | 32.95 | | 1-Year | 494 | 1204 | 41.03 | | 3-Year | 106 | 950 | 11.16 | | 5-Year | 104 | 796 | 13.07 |
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1.48% Nasdaq 0.00%
Performance
