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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.01% | | 5-Year Average Return: | 1.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.62% | |
Worst 1-Yr Total Return (2008): | -34.68% | |
Best 3-Yr Total Return (2004-6): | 13.05% | |
Worst 3-Yr Total Return (2006-8): | -6.85% |
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| 1-Year: | -12.80% | | 3-Year: | -7.47% | | 5-Year: | 0.79% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AAUTX | Category | Diff | Index* | Diff | | Year To Date | 13.01 | 15.79 | -2.78 | 17.05 | -4.04 | | 1-Month | -2.61 | -2.21 | -0.4 | -1.86 | -0.75 | | 3-Month | 5.19 | 5.62 | -0.43 | 5.48 | -0.29 | | 1-Year | 6.54 | 9.52 | -2.98 | 9.80 | -3.26 | | 3-Year | -7.28 | -8.36 | 1.08 | -7.02 | -0.26 | | 5-Year | 1.02 | 0.18 | 0.84 | 0.33 | 0.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.15 | 46.84 | 0.31 | 45.76 | 1.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.66 | -16.40 | -0.26 | -18.25 | 1.59 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AAUTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.68 | -37.09 | 2.41 | | 2007 | | | 4.32 | 1.42 | 2.90 | | 2006 | | | 18.62 | 18.15 | 0.47 | | 2005 | | | 6.60 | 5.95 | 0.65 | | 2004 | | | 14.25 | 12.97 | 1.28 | | 2003 | | | 26.40 | 28.44 | -2.04 | | 2002 | | | -23.38 | -18.69 | -4.69 | | 2001 | | | -9.53 | -4.99 | -4.54 | | 2000 | | | 1.92 | 7.87 | -5.95 | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AAUTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.68 | 15.60 | 17.66 | N/A | | 2008 | -7.43 | -4.79 | -6.80 | -20.48 | | 2007 | 1.53 | 5.73 | 1.20 | -3.97 | | 2006 | 6.19 | 0.19 | 5.18 | 6.00 | | 2005 | -0.28 | 0.85 | 3.30 | 2.61 | | 2004 | 2.78 | 1.25 | -0.24 | 10.05 | | 2003 | -4.64 | 15.08 | 2.16 | 12.75 | | 2002 | 2.31 | -9.59 | -17.63 | 0.57 | | 2001 | -9.56 | 4.10 | -11.54 | 8.63 | | 2000 | 2.84 | -2.57 | 2.90 | -1.15 | | 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 | 774 | 1335 | 57.98 | | 1-Month | 1158 | 1379 | 83.97 | | 3-Month | 943 | 1368 | 68.93 | | 6-Month | 794 | 1346 | 58.99 | | 1-Year | 671 | 1318 | 50.91 | | 3-Year | 311 | 1124 | 27.67 | | 5-Year | 256 | 934 | 27.41 |
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