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| Morningstar Return Rating: | Average | | Year to Date Return: | 6.07% | | 5-Year Average Return: | 3.97% | | Number of Years Up: | 4 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.60% | |
Worst 1-Yr Total Return (2005): | 1.20% | |
Best 3-Yr Total Return (2006-8): | 4.16% | |
Worst 3-Yr Total Return (2005-7): | 3.44% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AHALX | Category | Diff | Index* | Diff | | Year To Date | 6.07 | 9.71 | -3.64 | 7.61 | -1.54 | | 1-Month | 0.71 | 0.67 | 0.04 | 1.29 | -0.58 | | 3-Month | 1.51 | 2.20 | -0.69 | 2.86 | -1.35 | | 1-Year | 7.88 | 11.11 | -3.23 | 11.63 | -3.75 | | 3-Year | 4.93 | 3.58 | 1.35 | 6.40 | -1.47 | | 5-Year | 3.97 | 3.39 | 0.58 | 5.49 | -1.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.37 | 7.66 | -3.29 | 7.06 | -2.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.25 | 4.29 | 1.96 | 7.94 | -1.69 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHALX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.31 | -4.23 | 7.54 | | 2007 | | | 5.60 | 4.29 | 1.31 | | 2006 | | | 3.57 | 4.05 | -0.48 | | 2005 | | | 1.20 | 1.45 | -0.25 | | 2004 | | | N/A | 1.63 | N/A | | 2003 | | | N/A | 2.54 | N/A | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AHALX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.60 | 2.76 | 1.53 | N/A | | 2008 | 2.16 | -0.86 | -0.94 | 2.96 | | 2007 | 1.35 | 0.22 | 1.98 | 1.95 | | 2006 | 0.23 | 0.51 | 1.93 | 0.87 | | 2005 | -0.18 | 0.76 | 0.13 | 0.48 | | 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 | 321 | 418 | 76.79 | | 1-Month | 394 | 434 | 90.78 | | 3-Month | 381 | 433 | 87.99 | | 6-Month | 339 | 424 | 79.95 | | 1-Year | 270 | 418 | 64.59 | | 3-Year | 90 | 377 | 23.87 | | 5-Year | 103 | 313 | 32.91 |
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0.20% Nasdaq 0.00%
0.01 (0.09%) 
Performance
