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| Morningstar Return Rating: | Average | | Year to Date Return: | 42.49% | | 5-Year Average Return: | 4.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.19% | |
Worst 1-Yr Total Return (2008): | -27.52% | |
Best 3-Yr Total Return (2004-6): | 8.47% | |
Worst 3-Yr Total Return (2006-8): | -6.19% |
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| 1-Year: | 9.78% | | 3-Year: | 1.47% | | 5-Year: | 4.00% | | 10-Year: | 5.61% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AHITX | Category | Diff | Index* | Diff | | Year To Date | 42.49 | 40.95 | 1.54 | 6.24 | 36.25 | | 1-Month | 1.12 | 1.53 | -0.41 | 0.49 | 0.63 | | 3-Month | 8.43 | 8.19 | 0.24 | 2.60 | 5.83 | | 1-Year | 36.57 | 35.58 | 0.99 | 13.79 | 22.78 | | 3-Year | 2.53 | 2.61 | -0.08 | 6.35 | -3.82 | | 5-Year | 4.62 | 4.05 | 0.57 | 5.05 | -0.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.17 | 34.85 | 5.32 | 7.06 | 33.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.33 | 0.91 | -1.24 | 7.94 | -8.27 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHITX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.52 | -26.41 | -1.11 | | 2007 | | | 1.53 | 1.47 | 0.06 | | 2006 | | | 12.19 | 10.14 | 2.05 | | 2005 | | | 3.63 | 2.59 | 1.04 | | 2004 | | | 9.78 | 9.99 | -0.21 | | 2003 | | | 28.73 | 24.36 | 4.37 | | 2002 | | | -3.55 | -1.52 | -2.03 | | 2001 | | | 7.49 | 2.39 | 5.10 | | 2000 | | | -3.37 | -7.12 | 3.75 | | 1999 | | | 7.44 | 5.05 | 2.39 |
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| PAST QUARTERLY RETURNS (%) FOR
AHITX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.38 | 20.07 | 14.64 | N/A | | 2008 | -3.90 | 2.63 | -9.20 | -19.06 | | 2007 | 2.47 | 0.97 | -0.28 | -1.59 | | 2006 | 3.23 | 0.45 | 3.37 | 4.67 | | 2005 | -1.59 | 2.64 | 1.58 | 1.00 | | 2004 | 1.78 | -0.90 | 3.83 | 4.82 | | 2003 | 7.45 | 9.46 | 3.60 | 5.66 | | 2002 | -0.66 | -9.06 | -3.09 | 10.16 | | 2001 | 3.53 | 1.03 | -4.41 | 7.51 | | 2000 | -1.87 | 1.49 | 0.63 | -3.58 | | 1999 | N/A | N/A | N/A | 5.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 251 | 547 | 45.89 | | 1-Month | 380 | 577 | 65.86 | | 3-Month | 280 | 573 | 48.87 | | 6-Month | 149 | 553 | 26.94 | | 1-Year | 229 | 546 | 41.94 | | 3-Year | 255 | 471 | 54.14 | | 5-Year | 141 | 401 | 35.16 |
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