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| Morningstar Return Rating: | Below average | | Year to Date Return: | 47.36% | | 5-Year Average Return: | 4.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.11% | |
Worst 1-Yr Total Return (2008): | -25.82% | |
Best 3-Yr Total Return (2004-6): | 7.21% | |
Worst 3-Yr Total Return (2006-8): | -6.43% |
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| 1-Year: | 14.19% | | 3-Year: | 3.85% | | 5-Year: | 4.66% | | 10-Year: | 1.15% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AHYCX | Category | Diff | Index* | Diff | | Year To Date | 47.36 | 40.95 | 6.41 | 6.24 | 41.12 | | 1-Month | 2.48 | 1.53 | 0.95 | 0.49 | 1.99 | | 3-Month | 9.54 | 8.19 | 1.35 | 2.60 | 6.94 | | 1-Year | 42.86 | 35.58 | 7.28 | 13.79 | 29.07 | | 3-Year | 4.20 | 2.61 | 1.59 | 6.35 | -2.15 | | 5-Year | 4.83 | 4.05 | 0.78 | 5.05 | -0.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.58 | 34.85 | 6.73 | 7.06 | 34.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.46 | 0.91 | 2.55 | 7.94 | -4.48 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHYCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.82 | -26.41 | 0.59 | | 2007 | | | 0.36 | 1.47 | -1.11 | | 2006 | | | 10.04 | 10.14 | -0.10 | | 2005 | | | 1.71 | 2.59 | -0.88 | | 2004 | | | 10.11 | 9.99 | 0.12 | | 2003 | | | 29.28 | 24.36 | 4.92 | | 2002 | | | -10.88 | -1.52 | -9.36 | | 2001 | | | -4.51 | 2.39 | -6.90 | | 2000 | | | -24.40 | -7.12 | -17.28 | | 1999 | | | 1.46 | 5.05 | -3.59 |
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| PAST QUARTERLY RETURNS (%) FOR
AHYCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.91 | 23.08 | 13.54 | N/A | | 2008 | -3.35 | 2.97 | -6.95 | -19.90 | | 2007 | 2.51 | 0.20 | -0.37 | -1.93 | | 2006 | 2.44 | -0.75 | 3.45 | 4.62 | | 2005 | -1.42 | 2.12 | 0.64 | 0.39 | | 2004 | 1.78 | -0.58 | 3.82 | 4.82 | | 2003 | 6.66 | 9.97 | 2.89 | 7.13 | | 2002 | -1.76 | -9.06 | -5.40 | 5.45 | | 2001 | 2.25 | -4.85 | -6.34 | 4.79 | | 2000 | -3.24 | -3.90 | -5.37 | -14.08 | | 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 | 120 | 547 | 21.94 | | 1-Month | 17 | 577 | 2.95 | | 3-Month | 97 | 573 | 16.93 | | 6-Month | 116 | 553 | 20.98 | | 1-Year | 42 | 546 | 7.69 | | 3-Year | 104 | 471 | 22.08 | | 5-Year | 114 | 401 | 28.43 |
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