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| Morningstar Return Rating: | Above average | | Year to Date Return: | 66.54% | | 5-Year Average Return: | 14.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 34.39% | |
Worst 1-Yr Total Return (2008): | -51.30% | |
Best 3-Yr Total Return (2005-7): | 32.21% | |
Worst 3-Yr Total Return (2006-8): | -4.45% |
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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 | AAMRX | Category | Diff | Index* | Diff | | Year To Date | 66.54 | 67.76 | -1.22 | 29.91 | 36.63 | | 1-Month | 5.57 | 5.36 | 0.21 | 2.00 | 3.57 | | 3-Month | 13.51 | 13.28 | 0.23 | 4.58 | 8.93 | | 1-Year | 81.30 | 80.33 | 0.97 | 37.72 | 43.58 | | 3-Year | 4.66 | 2.54 | 2.12 | -5.52 | 10.18 | | 5-Year | 14.59 | 13.59 | 1 | 4.13 | 10.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 87.54 | 85.38 | 2.16 | 59.35 | 28.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.64 | -8.10 | -0.54 | -14.95 | 6.31 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AAMRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.30 | -54.44 | 3.14 | | 2007 | | | 34.39 | 36.68 | -2.29 | | 2006 | | | 33.31 | 32.06 | 1.25 | | 2005 | | | 29.00 | 31.54 | -2.54 | | 2004 | | | 24.96 | 23.54 | 1.42 | | 2003 | | | 58.12 | 55.19 | 2.93 | | 2002 | | | -3.30 | -6.05 | 2.75 | | 2001 | | | 2.82 | -3.83 | 6.65 | | 2000 | | | N/A | -30.33 | N/A | | 1999 | | | N/A | 70.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AAMRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.28 | 35.55 | 22.02 | N/A | | 2008 | -12.19 | -2.02 | -23.19 | -26.31 | | 2007 | 1.76 | 15.13 | 10.76 | 3.57 | | 2006 | 12.71 | -5.05 | 5.59 | 17.97 | | 2005 | 0.00 | 4.18 | 16.71 | 6.09 | | 2004 | 9.49 | -9.28 | 7.25 | 17.29 | | 2003 | -5.80 | 23.80 | 14.32 | 18.60 | | 2002 | 13.61 | -6.23 | -16.35 | 8.51 | | 2001 | -5.06 | 7.93 | -20.31 | 25.90 | | 2000 | N/A | N/A | N/A | -13.57 | | 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 | 189 | 365 | 51.78 | | 1-Month | 243 | 381 | 63.78 | | 3-Month | 240 | 376 | 63.83 | | 6-Month | 93 | 373 | 24.93 | | 1-Year | 143 | 354 | 40.40 | | 3-Year | 61 | 260 | 23.46 | | 5-Year | 61 | 194 | 31.44 |
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