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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.79% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.44% | |
Worst 1-Yr Total Return (2008): | -32.22% | |
Best 3-Yr Total Return (2006-8): | -6.39% | |
Worst 3-Yr Total Return (2006-8): | -6.39% |
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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 | AWEIX | Category | Diff | Index* | Diff | | Year To Date | 18.79 | 18.65 | 0.14 | 17.05 | 1.74 | | 1-Month | -1.40 | -2.18 | 0.78 | -1.86 | 0.46 | | 3-Month | 4.96 | 5.08 | -0.12 | 5.48 | -0.52 | | 1-Year | 12.73 | 11.86 | 0.87 | 9.80 | 2.93 | | 3-Year | -3.81 | -6.78 | 2.97 | -7.02 | 3.21 | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.37 | 45.26 | -0.89 | 45.76 | -1.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.92 | -15.99 | 1.07 | -18.25 | 3.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AWEIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.22 | -37.79 | 5.57 | | 2007 | | | 6.68 | 6.16 | 0.52 | | 2006 | | | 13.44 | 14.17 | -0.73 | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 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
AWEIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.12 | 16.82 | 13.47 | N/A | | 2008 | -5.32 | -2.17 | -7.76 | -20.66 | | 2007 | 2.15 | 6.32 | 0.83 | -2.57 | | 2006 | 2.02 | -0.69 | 5.28 | 6.36 | | 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 | 905 | 2013 | 44.96 | | 1-Month | 485 | 2110 | 22.99 | | 3-Month | 1421 | 2090 | 67.99 | | 6-Month | 1577 | 2049 | 76.96 | | 1-Year | 631 | 1999 | 31.57 | | 3-Year | 152 | 1694 | 8.97 | | 5-Year | | 1352 | N/A |
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0.22% Nasdaq 
Performance
