|
| Morningstar Return Rating: | Low | | Year to Date Return: | 17.09% | | 5-Year Average Return: | 2.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.87% | |
Worst 1-Yr Total Return (2008): | -41.70% | |
Best 3-Yr Total Return (2004-6): | 15.80% | |
Worst 3-Yr Total Return (2006-8): | -8.11% |
|
| 1-Year: | -9.06% | | 3-Year: | -7.57% | | 5-Year: | 2.49% | | 10-Year: | -0.51% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AAITX | Category | Diff | Index* | Diff | | Year To Date | 17.09 | 24.47 | -7.38 | 27.36 | -10.27 | | 1-Month | -1.89 | -2.54 | 0.65 | -1.25 | -0.64 | | 3-Month | 5.11 | 5.67 | -0.56 | 8.10 | -2.99 | | 1-Year | 20.60 | 25.04 | -4.44 | 27.71 | -7.11 | | 3-Year | -7.43 | -5.94 | -1.49 | -5.22 | -2.21 | | 5-Year | 2.62 | 4.57 | -1.95 | 5.10 | -2.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.17 | 57.09 | -7.92 | 59.35 | -10.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.25 | -14.01 | -6.24 | -14.95 | -5.3 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AAITX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.70 | -43.99 | 2.29 | | 2007 | | | 10.10 | 12.71 | -2.61 | | 2006 | | | 20.87 | 24.77 | -3.90 | | 2005 | | | 13.10 | 14.72 | -1.62 | | 2004 | | | 13.58 | 17.39 | -3.81 | | 2003 | | | 28.81 | 33.58 | -4.77 | | 2002 | | | -18.39 | -16.69 | -1.70 | | 2001 | | | -21.83 | -21.67 | -0.16 | | 2000 | | | -17.13 | -16.34 | -0.79 | | 1999 | | | 32.64 | 40.28 | -7.64 |
|
| PAST QUARTERLY RETURNS (%) FOR
AAITX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.23 | 20.00 | 17.32 | N/A | | 2008 | -7.47 | -2.04 | -20.23 | -19.36 | | 2007 | 3.77 | 6.41 | 2.61 | -2.84 | | 2006 | 8.14 | -1.31 | 3.81 | 9.10 | | 2005 | -1.09 | -1.80 | 10.51 | 5.37 | | 2004 | 3.39 | -1.69 | -2.22 | 14.29 | | 2003 | -10.56 | 18.58 | 5.71 | 14.90 | | 2002 | 1.15 | -5.00 | -21.77 | 8.56 | | 2001 | -15.00 | -1.27 | -14.78 | 9.30 | | 2000 | -0.34 | -4.73 | -7.41 | -5.73 | | 1999 | N/A | N/A | N/A | 24.13 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 719 | 827 | 86.94 | | 1-Month | 442 | 850 | 52.00 | | 3-Month | 389 | 847 | 45.93 | | 6-Month | 636 | 838 | 75.89 | | 1-Year | 498 | 803 | 62.02 | | 3-Year | 344 | 600 | 57.33 | | 5-Year | 319 | 466 | 68.45 |
|
|
|
|
|
0.22% Nasdaq 0.00%
0.01 (0.11%) 
Performance
