|
| Morningstar Return Rating: | Average | | Year to Date Return: | 18.76% | | 5-Year Average Return: | -0.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.72% | |
Worst 1-Yr Total Return (2008): | -38.08% | |
Best 3-Yr Total Return (2004-6): | 11.80% | |
Worst 3-Yr Total Return (2006-8): | -10.59% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AHDEX | Category | Diff | Index* | Diff | | Year To Date | 18.76 | 18.65 | 0.11 | 17.05 | 1.71 | | 1-Month | -1.97 | -2.18 | 0.21 | -1.86 | -0.11 | | 3-Month | 4.94 | 5.08 | -0.14 | 5.48 | -0.54 | | 1-Year | 10.71 | 11.86 | -1.15 | 9.80 | 0.91 | | 3-Year | -8.54 | -6.78 | -1.76 | -7.02 | -1.52 | | 5-Year | -0.16 | 0.49 | -0.65 | 0.33 | -0.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.22 | 45.26 | -3.04 | 45.76 | -3.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.68 | -15.99 | -3.69 | -18.25 | -1.43 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHDEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.08 | -37.79 | -0.29 | | 2007 | | | 0.63 | 6.16 | -5.53 | | 2006 | | | 14.72 | 14.17 | 0.55 | | 2005 | | | 7.35 | 5.88 | 1.47 | | 2004 | | | 13.46 | 10.02 | 3.44 | | 2003 | | | 29.18 | 27.05 | 2.13 | | 2002 | | | -19.59 | -22.25 | 2.66 | | 2001 | | | -1.76 | -13.50 | 11.74 | | 2000 | | | -2.17 | -6.31 | 4.14 | | 1999 | | | 21.88 | 20.16 | 1.72 |
|
| PAST QUARTERLY RETURNS (%) FOR
AHDEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.60 | 13.93 | 15.07 | N/A | | 2008 | -8.97 | -0.63 | -10.75 | -23.29 | | 2007 | 0.30 | 5.77 | -0.90 | -4.29 | | 2006 | 4.44 | -1.24 | 4.47 | 6.46 | | 2005 | -0.42 | 1.51 | 3.88 | 2.23 | | 2004 | 2.39 | 1.95 | -2.01 | 10.92 | | 2003 | -4.46 | 16.06 | 2.74 | 13.39 | | 2002 | 1.20 | -10.12 | -17.30 | 6.90 | | 2001 | -4.29 | 6.61 | -11.51 | 8.80 | | 2000 | 3.55 | -5.09 | 5.41 | -5.57 | | 1999 | N/A | N/A | N/A | 17.20 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 845 | 2013 | 41.98 | | 1-Month | 1118 | 2110 | 52.99 | | 3-Month | 1003 | 2090 | 47.99 | | 6-Month | 1659 | 2049 | 80.97 | | 1-Year | 797 | 1999 | 39.87 | | 3-Year | 1081 | 1694 | 63.81 | | 5-Year | 712 | 1352 | 52.66 |
|
|
|
|
|
0.22% Nasdaq 
Performance
