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| Morningstar Return Rating: | Average | | Year to Date Return: | 35.32% | | 5-Year Average Return: | 4.28% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.71% | |
Worst 1-Yr Total Return (2008): | -22.54% | |
Best 3-Yr Total Return (2004-6): | 7.19% | |
Worst 3-Yr Total Return (2006-8): | -4.41% |
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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 | AHBIX | Category | Diff | Index* | Diff | | Year To Date | 35.32 | 40.95 | -5.63 | 6.24 | 29.08 | | 1-Month | 1.40 | 1.53 | -0.13 | 0.49 | 0.91 | | 3-Month | 7.23 | 8.19 | -0.96 | 2.60 | 4.63 | | 1-Year | 35.41 | 35.58 | -0.17 | 13.79 | 21.62 | | 3-Year | 3.16 | 2.61 | 0.55 | 6.35 | -3.19 | | 5-Year | 4.28 | 4.05 | 0.23 | 5.05 | -0.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.32 | 34.85 | -7.53 | 7.06 | 20.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.06 | 0.91 | 0.15 | 7.94 | -6.88 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.54 | -26.41 | 3.87 | | 2007 | | | 1.85 | 1.47 | 0.38 | | 2006 | | | 10.71 | 10.14 | 0.57 | | 2005 | | | 2.11 | 2.59 | -0.48 | | 2004 | | | 8.95 | 9.99 | -1.04 | | 2003 | | | 23.60 | 24.36 | -0.76 | | 2002 | | | 1.02 | -1.52 | 2.54 | | 2001 | | | 4.66 | 2.39 | 2.27 | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AHBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.25 | 12.19 | 11.96 | N/A | | 2008 | -2.19 | 0.66 | -7.78 | -14.69 | | 2007 | 2.99 | -0.66 | -0.05 | -0.41 | | 2006 | 2.52 | -0.23 | 3.62 | 4.46 | | 2005 | -0.97 | 1.26 | 1.32 | 0.50 | | 2004 | 1.57 | -0.27 | 3.72 | 3.69 | | 2003 | 4.44 | 8.41 | 3.05 | 5.93 | | 2002 | 1.81 | -3.21 | -2.56 | 5.21 | | 2001 | 5.98 | -1.50 | -3.86 | 4.29 | | 2000 | N/A | N/A | 0.15 | -2.38 | | 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 | 432 | 547 | 78.98 | | 1-Month | 300 | 577 | 51.99 | | 3-Month | 412 | 573 | 71.90 | | 6-Month | 453 | 553 | 81.92 | | 1-Year | 288 | 546 | 52.75 | | 3-Year | 198 | 471 | 42.04 | | 5-Year | 185 | 401 | 46.13 |
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