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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.66% | | 5-Year Average Return: | 3.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.64% | |
Worst 1-Yr Total Return (2008): | -36.63% | |
Best 3-Yr Total Return (2004-6): | 10.09% | |
Worst 3-Yr Total Return (2006-8): | -6.45% |
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| 1-Year: | -0.59% | | 3-Year: | -1.68% | | 5-Year: | 3.38% | | 10-Year: | 3.12% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AXGOX | Category | Diff | Index* | Diff | | Year To Date | 28.66 | 15.79 | 12.87 | 17.05 | 11.61 | | 1-Month | -1.72 | -2.21 | 0.49 | -1.86 | 0.14 | | 3-Month | 5.87 | 5.62 | 0.25 | 5.48 | 0.39 | | 1-Year | 27.09 | 9.52 | 17.57 | 9.80 | 17.29 | | 3-Year | -2.31 | -8.36 | 6.05 | -7.02 | 4.71 | | 5-Year | 3.25 | 0.18 | 3.07 | 0.33 | 2.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.70 | 46.84 | -0.14 | 45.76 | 0.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.47 | -16.40 | 4.93 | -18.25 | 6.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AXGOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 14.54 | 6.72 | 7.82 |
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| PAST QUARTERLY RETURNS (%) FOR
AXGOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.26 | 19.68 | 15.45 | N/A | | 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 | 0.72 | -15.68 | -18.78 | 9.25 | | 2001 | -3.30 | 8.24 | -14.35 | 9.74 | | 2000 | -0.62 | -1.55 | 4.72 | 2.37 | | 1999 | N/A | N/A | N/A | 9.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 120 | 1335 | 8.99 | | 1-Month | 1185 | 1379 | 85.93 | | 3-Month | 711 | 1368 | 51.97 | | 6-Month | 121 | 1346 | 8.99 | | 1-Year | 58 | 1318 | 4.40 | | 3-Year | 24 | 1124 | 2.14 | | 5-Year | 47 | 934 | 5.03 |
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0.27% Nasdaq 
0.09 (0.81%) 
Performance
