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| Morningstar Return Rating: | Below average | | Year to Date Return: | 1.79% | | 5-Year Average Return: | 2.72% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 14.91% | |
Worst 1-Yr Total Return (2008): | -12.33% | |
Best 3-Yr Total Return (2005-7): | 3.75% | |
Worst 3-Yr Total Return (2006-8): | -1.34% |
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| 1-Year: | 10.60% | | 3-Year: | 0.11% | | 5-Year: | 1.60% | | 10-Year: | 4.49% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ABNDX | Category | Diff | Index* | Diff | | Year To Date | 1.79 | 1.70 | 0.09 | 1.53 | 0.26 | | 1-Month | 1.79 | 1.70 | 0.09 | 1.53 | 0.26 | | 3-Month | 2.06 | 2.02 | 0.04 | 1.23 | 0.83 | | 1-Year | 16.85 | 15.89 | 0.96 | 8.51 | 8.34 | | 3-Year | 1.99 | 5.02 | -3.03 | 6.60 | -4.61 | | 5-Year | 2.72 | 4.10 | -1.38 | 5.16 | -2.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.14 | 13.99 | 1.15 | 7.06 | 8.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.05 | 6.56 | -5.51 | 7.94 | -6.89 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ABNDX | Category | Diff | | 2009 | | | 14.91 | 13.97 | 0.94 | | 2008 | | | -12.33 | -4.70 | -7.63 | | 2007 | | | 3.47 | 4.70 | -1.23 | | 2006 | | | 5.87 | 4.15 | 1.72 | | 2005 | | | 1.94 | 1.80 | 0.14 | | 2004 | | | 5.85 | 3.91 | 1.94 | | 2003 | | | 12.22 | 5.10 | 7.12 | | 2002 | | | 6.11 | 8.04 | -1.93 | | 2001 | | | 7.15 | 7.64 | -0.49 | | 2000 | | | 6.09 | 9.44 | -3.35 |
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| PAST QUARTERLY RETURNS (%) FOR
ABNDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.28 | 7.36 | 6.14 | 1.12 | | 2008 | -1.42 | 0.06 | -6.82 | -4.61 | | 2007 | 1.57 | -0.26 | 1.74 | 0.39 | | 2006 | 0.20 | 0.30 | 3.44 | 1.84 | | 2005 | -0.91 | 2.23 | 0.06 | 0.56 | | 2004 | 2.68 | -2.34 | 3.27 | 2.21 | | 2003 | 3.15 | 5.41 | 1.13 | 2.06 | | 2002 | 0.56 | -0.18 | 1.07 | 4.60 | | 2001 | 2.99 | 1.15 | 1.26 | 1.58 | | 2000 | 1.15 | 0.75 | 2.03 | 2.04 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 495 | 1180 | 41.95 | | 1-Month | 531 | 1180 | 45.00 | | 3-Month | 559 | 1165 | 47.98 | | 6-Month | 496 | 1155 | 42.94 | | 1-Year | 372 | 1125 | 33.07 | | 3-Year | 727 | 986 | 73.73 | | 5-Year | 607 | 862 | 70.42 |
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