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| Morningstar Return Rating: | High | | Year to Date Return: | 55.15% | | 5-Year Average Return: | 8.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.10% | |
Worst 1-Yr Total Return (2008): | -27.14% | |
Best 3-Yr Total Return (2004-6): | 10.17% | |
Worst 3-Yr Total Return (2006-8): | -4.85% |
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| 1-Year: | 21.83% | | 3-Year: | 7.24% | | 5-Year: | 8.56% | | 10-Year: | 13.59% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AGDBX | Category | Diff | Index* | Diff | | Year To Date | 55.15 | 24.90 | 30.25 | 6.24 | 48.91 | | 1-Month | 1.90 | 1.05 | 0.85 | 0.49 | 1.41 | | 3-Month | 13.08 | 6.22 | 6.86 | 2.60 | 10.48 | | 1-Year | 55.96 | 27.17 | 28.79 | 13.79 | 42.17 | | 3-Year | 7.45 | 4.15 | 3.3 | 6.35 | 1.1 | | 5-Year | 8.64 | 4.90 | 3.74 | 5.05 | 3.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.83 | 23.09 | 29.74 | 7.06 | 45.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.05 | 4.14 | 1.91 | 7.94 | -1.89 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AGDBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.14 | -15.41 | -11.73 | | 2007 | | | 6.44 | 4.45 | 1.99 | | 2006 | | | 11.10 | 6.90 | 4.20 | | 2005 | | | 9.27 | 2.12 | 7.15 | | 2004 | | | 10.16 | 8.38 | 1.78 | | 2003 | | | 37.43 | 16.18 | 21.25 | | 2002 | | | 17.59 | 6.76 | 10.83 | | 2001 | | | 5.25 | 4.22 | 1.03 | | 2000 | | | 13.43 | 1.73 | 11.70 | | 1999 | | | 25.78 | 2.89 | 22.89 |
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| PAST QUARTERLY RETURNS (%) FOR
AGDBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.18 | 23.51 | 18.33 | N/A | | 2008 | -2.52 | 0.49 | -9.29 | -18.01 | | 2007 | 2.35 | 0.14 | 2.11 | 1.70 | | 2006 | 1.74 | -2.60 | 6.52 | 5.25 | | 2005 | -1.38 | 5.64 | 3.50 | 1.34 | | 2004 | 3.43 | -6.70 | 8.52 | 5.18 | | 2003 | 10.24 | 13.49 | 2.89 | 6.76 | | 2002 | 9.18 | -6.35 | -2.49 | 17.94 | | 2001 | 0.87 | 4.69 | -8.70 | 9.16 | | 2000 | 10.03 | -0.77 | 3.21 | 0.66 | | 1999 | N/A | N/A | N/A | 17.37 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 245 | 0.00 | | 1-Month | 0 | 266 | 0.00 | | 3-Month | 0 | 259 | 0.00 | | 6-Month | 7 | 254 | 2.76 | | 1-Year | | 229 | N/A | | 3-Year | | 164 | N/A | | 5-Year | | 132 | N/A |
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