| |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
YTD |
| 2008 | -2.00% | 2.98% | -1.27% | 0.67% | 2.25% | -3.30% | -5.64% | | | | | | -6.41% | | 2007 | 5.82% | 1.37% | 1.36% | 3.10% | 3.60% | 2.11% | 7.59% | -5.18% | 5.30% | 9.24% | -7.22% | -0.15% | 28.90% | | 2006 | 5.38% | 1.90% | 0.82% | 4.82% | -6.15% | -3.01% | 3.89% | -0.22% | -1.42% | 3.65% | 5.50% | 5.15% | 21.35% | | 2005 | -0.60% | 3.63% | -2.25% | -2.39% | -2.01% | 2.32% | 3.83% | -1.34% | 2.89% | -5.45% | 2.18% | 6.50% | 6.95% | | 2004 | 1.29% | 1.18% | -0.18% | -2.71% | -2.04% | -1.04% | -0.38% | 1.06% | 0.95% | 0.00% | 8.18% | 1.30% | 7.47% | | 2003 | 0.23% | -1.62% | 0.82% | 1.99% | 3.44% | -0.11% | 1.88% | 5.88% | 1.85% | 5.75% | 1.15% | 2.26% | 25.90% | | 2002 | 0.32% | -1.28% | 3.68% | -1.04% | 1.58% | -1.45% | -3.06% | -0.11% | -4.35% | -1.59% | 2.31% | -2.71% | -7.72% | | 2001 | 7.53% | -0.56% | -4.55% | 0.12% | 3.80% | -0.92% | -3.82% | 4.33% | -1.38% | 1.29% | 4.73% | 2.75% | 13.37% | | 2000 | 4.09% | -0.12% | 2.58% | 10.18% | -5.54% | 6.44% | -1.19% | 2.74% | -4.15% | -3.67% | -2.65% | -2.49% | 5.11% |
*annualized
| Total Assets: $
13,081,144 |
| |
| (1) From inception to the end of April 2008, the fund was called 'Axiom Balanced Growth Fund'. The name was changed following a restructuring from a Trust to a company legal format. |
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