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| Morningstar Return Rating: | Below average | | Year to Date Return: | 49.28% | | 5-Year Average Return: | 4.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.26% | |
Worst 1-Yr Total Return (2008): | -25.91% | |
Best 3-Yr Total Return (2004-6): | 7.19% | |
Worst 3-Yr Total Return (2006-8): | -6.40% |
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| 1-Year: | 10.17% | | 3-Year: | 3.05% | | 5-Year: | 4.42% | | 10-Year: | 1.16% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AHYBX | Category | Diff | Index* | Diff | | Year To Date | 49.28 | 42.53 | 6.75 | 7.61 | 41.67 | | 1-Month | 1.38 | 1.09 | 0.29 | 1.29 | 0.09 | | 3-Month | 9.12 | 7.76 | 1.36 | 2.86 | 6.26 | | 1-Year | 58.35 | 48.90 | 9.45 | 11.63 | 46.72 | | 3-Year | 4.12 | 2.47 | 1.65 | 6.40 | -2.28 | | 5-Year | 4.79 | 4.02 | 0.77 | 5.49 | -0.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.82 | 35.54 | 6.28 | 7.06 | 34.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.22 | 0.71 | 2.51 | 7.94 | -4.72 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHYBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.91 | -26.41 | 0.50 | | 2007 | | | 0.39 | 1.47 | -1.08 | | 2006 | | | 10.26 | 10.14 | 0.12 | | 2005 | | | 1.47 | 2.59 | -1.12 | | 2004 | | | 10.07 | 9.99 | 0.08 | | 2003 | | | 29.48 | 24.36 | 5.12 | | 2002 | | | -11.05 | -1.52 | -9.53 | | 2001 | | | -4.30 | 2.39 | -6.69 | | 2000 | | | -24.46 | -7.12 | -17.34 | | 1999 | | | 1.46 | 5.05 | -3.59 |
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| PAST QUARTERLY RETURNS (%) FOR
AHYBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.26 | 22.59 | 13.79 | N/A | | 2008 | -3.32 | 2.96 | -6.90 | -20.05 | | 2007 | 2.50 | 0.21 | -0.36 | -1.91 | | 2006 | 2.43 | -0.52 | 3.43 | 4.61 | | 2005 | -1.41 | 1.88 | 0.86 | 0.16 | | 2004 | 1.54 | -0.58 | 3.81 | 5.03 | | 2003 | 6.91 | 9.66 | 2.88 | 7.35 | | 2002 | -1.97 | -9.04 | -5.39 | 5.44 | | 2001 | 2.25 | -4.84 | -6.33 | 5.01 | | 2000 | -3.23 | -3.89 | -5.50 | -14.06 | | 1999 | N/A | N/A | N/A | 2.19 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 130 | 543 | 23.94 | | 1-Month | 321 | 574 | 55.92 | | 3-Month | 125 | 571 | 21.89 | | 6-Month | 150 | 559 | 26.83 | | 1-Year | 90 | 543 | 16.57 | | 3-Year | 119 | 467 | 25.48 | | 5-Year | 126 | 403 | 31.27 |
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