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| Morningstar Return Rating: | Low | | Year to Date Return: | 20.12% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -0.64% | |
Worst 1-Yr Total Return (2008): | -34.49% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 2.40% | | 3-Year: | -5.41% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AVGCX | Category | Diff | Index* | Diff | | Year To Date | 20.12 | 19.81 | 0.31 | N/A | N/A | | 1-Month | -1.88 | -1.18 | -0.7 | N/A | N/A | | 3-Month | 8.42 | 5.08 | 3.34 | N/A | N/A | | 1-Year | 21.94 | 19.31 | 2.63 | N/A | N/A | | 3-Year | -6.80 | -0.31 | -6.49 | N/A | N/A | | 5-Year | N/A | 5.57 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.28 | 33.14 | 7.14 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.93 | -3.45 | -8.48 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AVGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.49 | -28.98 | -5.51 | | 2007 | | | -0.64 | 11.39 | -12.03 | | 2006 | | | N/A | 16.61 | N/A | | 2005 | | | N/A | 6.56 | N/A | | 2004 | | | N/A | 15.24 | N/A | | 2003 | | | N/A | 25.32 | N/A | | 2002 | | | N/A | -2.16 | N/A | | 2001 | | | N/A | -3.23 | N/A | | 2000 | | | N/A | 0.23 | N/A | | 1999 | | | N/A | 21.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AVGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.79 | 11.83 | 17.44 | N/A | | 2008 | -7.25 | -2.33 | -14.38 | -15.54 | | 2007 | 1.12 | 0.29 | 2.28 | -4.21 | | 2006 | N/A | N/A | 5.51 | 6.22 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 103 | 272 | 37.87 | | 1-Month | 280 | 322 | 86.96 | | 3-Month | 16 | 322 | 4.97 | | 6-Month | 118 | 283 | 41.70 | | 1-Year | 55 | 244 | 22.54 | | 3-Year | 101 | 136 | 74.26 | | 5-Year | | 93 | N/A |
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