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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.03% | | 5-Year Average Return: | 0.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.61% | |
Worst 1-Yr Total Return (2008): | -38.19% | |
Best 3-Yr Total Return (2004-6): | 9.83% | |
Worst 3-Yr Total Return (2006-8): | -9.54% |
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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 | IAFGX | Category | Diff | Index* | Diff | | Year To Date | 27.03 | 25.10 | 1.93 | 24.07 | 2.96 | | 1-Month | 5.15 | 5.28 | -0.13 | 6.00 | -0.85 | | 3-Month | 6.96 | 7.01 | -0.05 | 7.91 | -0.95 | | 1-Year | 29.62 | 28.01 | 1.61 | 25.39 | 4.23 | | 3-Year | -6.18 | -5.87 | -0.31 | -5.79 | -0.39 | | 5-Year | 0.32 | 0.64 | -0.32 | 0.71 | -0.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.56 | 46.08 | -2.52 | 45.76 | -2.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.91 | -17.41 | 0.5 | -18.25 | 1.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IAFGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.19 | -37.79 | -0.40 | | 2007 | | | 4.49 | 6.16 | -1.67 | | 2006 | | | 14.61 | 14.17 | 0.44 | | 2005 | | | 5.29 | 5.88 | -0.59 | | 2004 | | | 9.79 | 10.02 | -0.23 | | 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
IAFGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.19 | 15.94 | 14.28 | N/A | | 2008 | -9.09 | -2.44 | -10.51 | -22.12 | | 2007 | 0.73 | 7.01 | 2.45 | -5.37 | | 2006 | 4.00 | -0.30 | 4.64 | 5.63 | | 2005 | -2.27 | 1.86 | 2.88 | 2.81 | | 2004 | 2.55 | 1.19 | -2.09 | 8.06 | | 2003 | N/A | N/A | N/A | 12.12 | | 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 | 505 | 2021 | 24.99 | | 1-Month | 676 | 2113 | 31.99 | | 3-Month | 794 | 2091 | 37.97 | | 6-Month | 1279 | 2064 | 61.97 | | 1-Year | 575 | 2011 | 28.59 | | 3-Year | 683 | 1707 | 40.01 | | 5-Year | 584 | 1360 | 42.94 |
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