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| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.37% | | 5-Year Average Return: | 7.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 18.24% | |
Worst 1-Yr Total Return (2008): | -26.16% | |
Best 3-Yr Total Return (2004-6): | 15.12% | |
Worst 3-Yr Total Return (2006-8): | -2.16% |
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| 1-Year: | -3.91% | | 3-Year: | 1.37% | | 5-Year: | 7.19% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AHSAX | Category | Diff | Index* | Diff | | Year To Date | 15.37 | 10.05 | 5.32 | 17.05 | -1.68 | | 1-Month | -4.66 | -4.79 | 0.13 | -1.86 | -2.8 | | 3-Month | 1.42 | -0.29 | 1.71 | 5.48 | -4.06 | | 1-Year | 15.46 | 8.75 | 6.71 | 9.80 | 5.66 | | 3-Year | -0.49 | -2.62 | 2.13 | -7.02 | 6.53 | | 5-Year | 7.63 | 3.14 | 4.49 | 0.33 | 7.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.85 | 29.31 | 4.54 | 45.76 | -11.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.00 | -11.79 | 1.79 | -18.25 | 8.25 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.16 | -23.43 | -2.73 | | 2007 | | | 16.09 | 9.27 | 6.82 | | 2006 | | | 9.26 | 4.27 | 4.99 | | 2005 | | | 18.24 | 9.64 | 8.60 | | 2004 | | | 18.10 | 9.84 | 8.26 | | 2003 | | | 41.34 | 32.51 | 8.83 | | 2002 | | | N/A | -28.13 | N/A | | 2001 | | | N/A | -11.26 | N/A | | 2000 | | | N/A | 56.75 | N/A | | 1999 | | | N/A | 18.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AHSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.93 | 12.90 | 10.42 | N/A | | 2008 | -11.68 | 1.10 | -1.33 | -16.20 | | 2007 | 2.15 | 4.32 | 5.17 | 3.59 | | 2006 | 3.86 | -5.87 | 5.43 | 6.00 | | 2005 | -2.10 | 9.85 | 8.38 | 1.44 | | 2004 | 8.18 | 1.02 | -3.02 | 11.44 | | 2003 | 4.14 | 16.75 | 4.39 | 11.35 | | 2002 | N/A | N/A | -3.13 | 2.00 | | 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 | 26 | 165 | 15.76 | | 1-Month | 123 | 171 | 71.93 | | 3-Month | 62 | 170 | 36.47 | | 6-Month | 89 | 165 | 53.94 | | 1-Year | 18 | 165 | 10.91 | | 3-Year | 20 | 151 | 13.25 | | 5-Year | 5 | 143 | 3.50 |
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