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| Morningstar Return Rating: | Above average | | Year to Date Return: | -3.41% | | 5-Year Average Return: | 3.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 41.78% | |
Worst 1-Yr Total Return (2008): | -36.63% | |
Best 3-Yr Total Return (2005-7): | 10.05% | |
Worst 3-Yr Total Return (2006-8): | -6.45% |
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| 1-Year: | 35.78% | | 3-Year: | -1.37% | | 5-Year: | 3.24% | | 10-Year: | 2.99% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AXGOX | Category | Diff | Index* | Diff | | Year To Date | -3.41 | -2.97 | -0.44 | -3.60 | 0.19 | | 1-Month | -3.41 | -2.97 | -0.44 | -3.60 | 0.19 | | 3-Month | 6.44 | 3.98 | 2.46 | 4.16 | 2.28 | | 1-Year | 38.51 | 32.89 | 5.62 | 33.14 | 5.37 | | 3-Year | -2.30 | -8.60 | 6.3 | -7.24 | 4.94 | | 5-Year | 3.15 | -0.19 | 3.34 | 0.18 | 2.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.70 | 47.48 | -0.78 | 45.76 | 0.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.47 | -17.06 | 5.59 | -18.25 | 6.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AXGOX | Category | Diff | | 2009 | | | 41.78 | 24.13 | 17.65 | | 2008 | | | -36.63 | -37.09 | 0.46 | | 2007 | | | 9.81 | 1.42 | 8.39 | | 2006 | | | 17.64 | 18.15 | -0.51 | | 2005 | | | 3.16 | 5.95 | -2.79 | | 2004 | | | 9.94 | 12.97 | -3.03 | | 2003 | | | 31.11 | 28.44 | 2.67 | | 2002 | | | -24.64 | -18.69 | -5.95 | | 2001 | | | -1.61 | -4.99 | 3.38 | | 2000 | | | 4.89 | 7.87 | -2.98 |
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| PAST QUARTERLY RETURNS (%) FOR
AXGOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.26 | 19.68 | 15.45 | 8.30 | | 2008 | -9.59 | 2.97 | -15.46 | -19.48 | | 2007 | 4.91 | 5.64 | 0.26 | -1.17 | | 2006 | 4.06 | -1.23 | 6.65 | 7.32 | | 2005 | -1.32 | 0.37 | 1.71 | 2.41 | | 2004 | 2.74 | -0.24 | -1.65 | 9.06 | | 2003 | -2.22 | 17.53 | 2.49 | 11.32 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 543 | 1325 | 40.98 | | 1-Month | 291 | 1325 | 21.96 | | 3-Month | 26 | 1313 | 1.98 | | 6-Month | 103 | 1296 | 7.95 | | 1-Year | 136 | 1268 | 10.73 | | 3-Year | 19 | 1104 | 1.72 | | 5-Year | 27 | 914 | 2.95 |
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1.52% Nasdaq 
Performance
