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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.31% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.48% | |
Worst 1-Yr Total Return (2008): | -34.58% | |
Best 3-Yr Total Return (2006-8): | -8.93% | |
Worst 3-Yr Total Return (2006-8): | -8.93% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AHSRX | Category | Diff | Index* | Diff | | Year To Date | 20.31 | 21.73 | -1.42 | 24.07 | -3.76 | | 1-Month | 3.22 | 5.16 | -1.94 | 6.00 | -2.78 | | 3-Month | 6.01 | 6.45 | -0.44 | 7.91 | -1.9 | | 1-Year | 22.90 | 24.67 | -1.77 | 25.39 | -2.49 | | 3-Year | -7.23 | -7.33 | 0.1 | -5.79 | -1.44 | | 5-Year | N/A | 0.27 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.42 | 47.53 | -1.11 | 45.76 | 0.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.37 | -16.99 | -6.38 | -18.25 | -5.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHSRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.58 | -37.09 | 2.51 | | 2007 | | | -0.01 | 1.42 | -1.43 | | 2006 | | | 15.48 | 18.15 | -2.67 | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AHSRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.02 | 18.47 | 17.64 | N/A | | 2008 | -7.60 | 2.25 | -6.72 | -25.78 | | 2007 | 0.57 | 6.33 | -1.60 | -4.97 | | 2006 | 4.23 | -0.18 | 2.54 | 8.24 | | 2005 | N/A | 1.72 | 6.20 | 0.95 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 698 | 1293 | 53.98 | | 1-Month | 1110 | 1338 | 82.96 | | 3-Month | 1129 | 1329 | 84.95 | | 6-Month | 1069 | 1320 | 80.98 | | 1-Year | 562 | 1280 | 43.91 | | 3-Year | 423 | 1088 | 38.88 | | 5-Year | | 917 | N/A |
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