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| Morningstar Return Rating: | Below average | | Year to Date Return: | 41.61% | | 5-Year Average Return: | 3.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.34% | |
Worst 1-Yr Total Return (2008): | -28.07% | |
Best 3-Yr Total Return (2004-6): | 7.64% | |
Worst 3-Yr Total Return (2006-8): | -6.90% |
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| 1-Year: | 8.20% | | 3-Year: | 0.91% | | 5-Year: | 3.71% | | 10-Year: | 5.22% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AHTBX | Category | Diff | Index* | Diff | | Year To Date | 41.61 | 40.95 | 0.66 | 6.24 | 35.37 | | 1-Month | 1.05 | 1.53 | -0.48 | 0.49 | 0.56 | | 3-Month | 8.23 | 8.19 | 0.04 | 2.60 | 5.63 | | 1-Year | 35.56 | 35.58 | -0.02 | 13.79 | 21.77 | | 3-Year | 1.75 | 2.61 | -0.86 | 6.35 | -4.6 | | 5-Year | 3.82 | 4.05 | -0.23 | 5.05 | -1.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.58 | 34.85 | 4.73 | 7.06 | 32.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.08 | 0.91 | -1.99 | 7.94 | -9.02 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHTBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.07 | -26.41 | -1.66 | | 2007 | | | 0.77 | 1.47 | -0.70 | | 2006 | | | 11.34 | 10.14 | 1.20 | | 2005 | | | 2.84 | 2.59 | 0.25 | | 2004 | | | 8.92 | 9.99 | -1.07 | | 2003 | | | 27.77 | 24.36 | 3.41 | | 2002 | | | -4.26 | -1.52 | -2.74 | | 2001 | | | 6.72 | 2.39 | 4.33 | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AHTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.18 | 19.85 | 14.43 | N/A | | 2008 | -4.08 | 2.44 | -9.37 | -19.22 | | 2007 | 2.28 | 0.79 | -0.47 | -1.79 | | 2006 | 3.04 | 0.26 | 3.16 | 4.47 | | 2005 | -1.78 | 2.44 | 1.38 | 0.81 | | 2004 | 1.56 | -1.08 | 3.63 | 4.61 | | 2003 | 7.25 | 9.25 | 3.42 | 5.44 | | 2002 | -0.83 | -9.23 | -3.27 | 9.95 | | 2001 | 3.33 | 0.89 | -4.60 | 7.30 | | 2000 | N/A | 1.31 | 0.44 | -3.75 | | 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 | 278 | 547 | 50.82 | | 1-Month | 426 | 577 | 73.83 | | 3-Month | 309 | 573 | 53.93 | | 6-Month | 165 | 553 | 29.84 | | 1-Year | 268 | 546 | 49.08 | | 3-Year | 317 | 471 | 67.30 | | 5-Year | 242 | 401 | 60.35 |
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