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| Morningstar Return Rating: | | | Year to Date Return: | 10.59% | | 5-Year Average Return: | -0.87% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -35.35% | |
Worst 1-Yr Total Return (2008): | -35.35% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -15.71% | | 3-Year: | -8.31% | | 5-Year: | -0.60% | | 10-Year: | -0.92% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AEYBX | Category | Diff | Index* | Diff | | Year To Date | 10.59 | 18.65 | -8.06 | 17.05 | -6.46 | | 1-Month | -2.50 | -2.18 | -0.32 | -1.86 | -0.64 | | 3-Month | 4.01 | 5.08 | -1.07 | 5.48 | -1.47 | | 1-Year | 3.90 | 11.86 | -7.96 | 9.80 | -5.9 | | 3-Year | -9.00 | -6.78 | -2.22 | -7.02 | -1.98 | | 5-Year | -0.87 | 0.49 | -1.36 | 0.33 | -1.2 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.83 | 45.26 | -5.43 | 45.76 | -5.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.71 | -15.99 | -5.72 | -18.25 | -3.46 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AEYBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.35 | -37.79 | 2.44 | | 2007 | | | N/A | 6.16 | N/A | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AEYBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.38 | 14.11 | 14.76 | N/A | | 2008 | -9.80 | -0.14 | -8.20 | -21.81 | | 2007 | N/A | N/A | N/A | -4.02 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 1831 | 2013 | 90.96 | | 1-Month | 1202 | 2110 | 56.97 | | 3-Month | 1483 | 2090 | 70.96 | | 6-Month | 1372 | 2049 | 66.96 | | 1-Year | 1463 | 1999 | 73.19 | | 3-Year | | 1694 | N/A | | 5-Year | | 1352 | N/A |
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