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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.07% | | 5-Year Average Return: | 2.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.68% | |
Worst 1-Yr Total Return (2008): | -10.50% | |
Best 3-Yr Total Return (2004-6): | 2.87% | |
Worst 3-Yr Total Return (2006-8): | -2.27% |
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| 1-Year: | 15.26% | | 3-Year: | 2.90% | | 5-Year: | 2.90% | | 10-Year: | 3.90% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AHECX | Category | Diff | Index* | Diff | | Year To Date | 17.07 | 16.19 | 0.88 | 11.61 | 5.46 | | 1-Month | -2.49 | -2.45 | -0.04 | -2.10 | -0.39 | | 3-Month | 4.39 | 4.74 | -0.35 | 3.15 | 1.24 | | 1-Year | 16.93 | 14.22 | 2.71 | 13.60 | 3.33 | | 3-Year | 1.87 | 2.04 | -0.17 | 4.17 | -2.3 | | 5-Year | 2.24 | 2.84 | -0.6 | 4.15 | -1.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.25 | 12.77 | 0.48 | 9.40 | 3.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.17 | 2.31 | 0.86 | 5.67 | -2.5 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.50 | -9.45 | -1.05 | | 2007 | | | 0.60 | 1.27 | -0.67 | | 2006 | | | 3.68 | 4.57 | -0.89 | | 2005 | | | 2.13 | 3.10 | -0.97 | | 2004 | | | 2.80 | 3.77 | -0.97 | | 2003 | | | 3.86 | 4.90 | -1.04 | | 2002 | | | 7.21 | 8.45 | -1.24 | | 2001 | | | 3.84 | 3.92 | -0.08 | | 2000 | | | N/A | 11.24 | N/A | | 1999 | | | N/A | -4.70 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AHECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.83 | 4.07 | 9.00 | N/A | | 2008 | -1.67 | 0.39 | -6.37 | -3.17 | | 2007 | 0.57 | -0.98 | 0.83 | 0.19 | | 2006 | -0.13 | -0.35 | 3.36 | 0.80 | | 2005 | -0.55 | 2.83 | -0.59 | 0.46 | | 2004 | 1.25 | -2.50 | 3.34 | 0.77 | | 2003 | 0.52 | 2.45 | -0.22 | 1.07 | | 2002 | 0.44 | 3.24 | 4.38 | -0.94 | | 2001 | 1.60 | 0.33 | 2.55 | -0.67 | | 2000 | N/A | N/A | 1.71 | 3.40 | | 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 | 95 | 264 | 35.98 | | 1-Month | 207 | 266 | 77.82 | | 3-Month | 138 | 266 | 51.88 | | 6-Month | 108 | 264 | 40.91 | | 1-Year | 50 | 262 | 19.08 | | 3-Year | 131 | 247 | 53.04 | | 5-Year | 137 | 228 | 60.09 |
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1.48% Nasdaq 0.00%
Performance
