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| Morningstar Return Rating: | Below average | | Year to Date Return: | 8.79% | | 5-Year Average Return: | 3.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.35% | |
Worst 1-Yr Total Return (2008): | -0.37% | |
Best 3-Yr Total Return (2005-7): | 3.23% | |
Worst 3-Yr Total Return (2004-6): | 2.39% |
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| 1-Year: | 9.83% | | 3-Year: | 4.66% | | 5-Year: | 3.59% | | 10-Year: | 4.42% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ABOCX | Category | Diff | Index* | Diff | | Year To Date | 8.79 | 13.54 | -4.75 | 6.24 | 2.55 | | 1-Month | 0.75 | 0.89 | -0.14 | 0.49 | 0.26 | | 3-Month | 2.61 | 4.14 | -1.53 | 2.60 | 0.01 | | 1-Year | 16.01 | 17.86 | -1.85 | 13.79 | 2.22 | | 3-Year | 4.72 | 4.54 | 0.18 | 6.35 | -1.63 | | 5-Year | 3.59 | 3.85 | -0.26 | 5.05 | -1.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.75 | 13.81 | -4.06 | 7.06 | 2.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.61 | 6.49 | 0.12 | 7.94 | -1.33 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ABOCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.37 | -4.70 | 4.33 | | 2007 | | | 5.35 | 4.70 | 0.65 | | 2006 | | | 3.14 | 4.15 | -1.01 | | 2005 | | | 1.23 | 1.80 | -0.57 | | 2004 | | | 2.80 | 3.91 | -1.11 | | 2003 | | | 3.08 | 5.10 | -2.02 | | 2002 | | | 8.95 | 8.04 | 0.91 | | 2001 | | | 6.52 | 7.64 | -1.12 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ABOCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.14 | 3.76 | 4.20 | N/A | | 2008 | 1.45 | -1.09 | -3.27 | 2.65 | | 2007 | 1.25 | -0.93 | 2.50 | 2.46 | | 2006 | -0.76 | -0.62 | 3.39 | 1.15 | | 2005 | -0.68 | 2.82 | -1.11 | 0.25 | | 2004 | 2.11 | -2.81 | 2.78 | 0.79 | | 2003 | 0.93 | 2.16 | -0.22 | 0.20 | | 2002 | -0.07 | 3.53 | 4.26 | 1.01 | | 2001 | 2.87 | 0.29 | 3.90 | -0.63 | | 2000 | N/A | N/A | 2.16 | 2.21 | | 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 | 875 | 1122 | 77.99 | | 1-Month | 744 | 1164 | 63.92 | | 3-Month | 1061 | 1154 | 91.94 | | 6-Month | 804 | 1133 | 70.96 | | 1-Year | 605 | 1113 | 54.36 | | 3-Year | 485 | 957 | 50.68 | | 5-Year | 473 | 845 | 55.98 |
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0.01% Nasdaq 0.00%
Performance
