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| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.40% | | 5-Year Average Return: | 6.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 17.39% | |
Worst 1-Yr Total Return (2008): | -26.72% | |
Best 3-Yr Total Return (2004-6): | 14.28% | |
Worst 3-Yr Total Return (2006-8): | -2.90% |
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| 1-Year: | -4.42% | | 3-Year: | 1.50% | | 5-Year: | 7.24% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AHSBX | Category | Diff | Index* | Diff | | Year To Date | 14.40 | 10.05 | 4.35 | 17.05 | -2.65 | | 1-Month | -4.83 | -4.79 | -0.04 | -1.86 | -2.97 | | 3-Month | 1.16 | -0.29 | 1.45 | 5.48 | -4.32 | | 1-Year | 14.40 | 8.75 | 5.65 | 9.80 | 4.6 | | 3-Year | -1.30 | -2.62 | 1.32 | -7.02 | 5.72 | | 5-Year | 6.79 | 3.14 | 3.65 | 0.33 | 6.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.19 | 29.31 | 3.88 | 45.76 | -12.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.79 | -11.79 | 1 | -18.25 | 7.46 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.72 | -23.43 | -3.29 | | 2007 | | | 15.26 | 9.27 | 5.99 | | 2006 | | | 8.40 | 4.27 | 4.13 | | 2005 | | | 17.39 | 9.64 | 7.75 | | 2004 | | | 17.28 | 9.84 | 7.44 | | 2003 | | | 40.31 | 32.51 | 7.80 | | 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
AHSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.17 | 12.63 | 10.22 | N/A | | 2008 | -11.85 | 0.90 | -1.53 | -16.32 | | 2007 | 1.99 | 4.13 | 4.93 | 3.42 | | 2006 | 3.60 | -6.05 | 5.29 | 5.78 | | 2005 | -2.28 | 9.63 | 8.18 | 1.29 | | 2004 | 7.96 | 0.81 | -3.22 | 11.34 | | 2003 | 3.83 | 16.67 | 4.16 | 11.20 | | 2002 | N/A | N/A | -3.34 | 1.90 | | 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 | 39 | 165 | 23.64 | | 1-Month | 126 | 171 | 73.68 | | 3-Month | 64 | 170 | 37.65 | | 6-Month | 97 | 165 | 58.79 | | 1-Year | 26 | 165 | 15.76 | | 3-Year | 37 | 151 | 24.50 | | 5-Year | 9 | 143 | 6.29 |
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0.34% Nasdaq 
0.07 (0.45%) 
Performance
