|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 0.93% | | 5-Year Average Return: | 4.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 47.32% | |
Worst 1-Yr Total Return (2008): | -28.07% | |
Best 3-Yr Total Return (2005-7): | 4.88% | |
Worst 3-Yr Total Return (2006-8): | -6.90% |
|
| 1-Year: | 42.32% | | 3-Year: | 1.13% | | 5-Year: | 3.81% | | 10-Year: | 5.25% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AHTBX | Category | Diff | Index* | Diff | | Year To Date | 0.93 | 1.11 | -0.18 | 1.53 | -0.6 | | 1-Month | 0.93 | 1.11 | -0.18 | 1.53 | -0.6 | | 3-Month | 5.00 | 5.20 | -0.2 | 1.23 | 3.77 | | 1-Year | 43.97 | 41.66 | 2.31 | 8.51 | 35.46 | | 3-Year | 2.19 | 3.11 | -0.92 | 6.60 | -4.41 | | 5-Year | 4.35 | 4.59 | -0.24 | 5.16 | -0.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.58 | 35.57 | 4.01 | 7.06 | 32.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.08 | 0.74 | -1.82 | 7.94 | -9.02 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHTBX | Category | Diff | | 2009 | | | 47.32 | 46.70 | 0.62 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
AHTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.18 | 19.85 | 14.43 | 5.13 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 336 | 581 | 57.83 | | 1-Month | 389 | 581 | 66.95 | | 3-Month | 287 | 574 | 50.00 | | 6-Month | 295 | 569 | 51.85 | | 1-Year | 163 | 545 | 29.91 | | 3-Year | 327 | 477 | 68.55 | | 5-Year | 242 | 410 | 59.02 |
|
|
|
|
|
1.52% Nasdaq 
0.03 (0.28%) 
Performance
