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| Morningstar Return Rating: | Below average | | Year to Date Return: | 34.83% | | 5-Year Average Return: | 3.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.66% | |
Worst 1-Yr Total Return (2008): | -22.97% | |
Best 3-Yr Total Return (2004-6): | 6.38% | |
Worst 3-Yr Total Return (2006-8): | -5.11% |
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| 1-Year: | 12.42% | | 3-Year: | 2.64% | | 5-Year: | 3.61% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AHYIX | Category | Diff | Index* | Diff | | Year To Date | 34.83 | 40.95 | -6.12 | 6.24 | 28.59 | | 1-Month | 1.25 | 1.53 | -0.28 | 0.49 | 0.76 | | 3-Month | 6.99 | 8.19 | -1.2 | 2.60 | 4.39 | | 1-Year | 34.81 | 35.58 | -0.77 | 13.79 | 21.02 | | 3-Year | 2.56 | 2.61 | -0.05 | 6.35 | -3.79 | | 5-Year | 3.57 | 4.05 | -0.48 | 5.05 | -1.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.14 | 34.85 | -7.71 | 7.06 | 20.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.54 | 0.91 | -0.37 | 7.94 | -7.4 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHYIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.97 | -26.41 | 3.44 | | 2007 | | | 1.17 | 1.47 | -0.30 | | 2006 | | | 9.66 | 10.14 | -0.48 | | 2005 | | | 1.29 | 2.59 | -1.30 | | 2004 | | | 8.39 | 9.99 | -1.60 | | 2003 | | | 22.95 | 24.36 | -1.41 | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AHYIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.12 | 12.09 | 11.96 | N/A | | 2008 | -2.32 | 0.55 | -7.92 | -14.83 | | 2007 | 2.75 | -0.84 | -0.18 | -0.54 | | 2006 | 2.28 | -0.48 | 3.37 | 4.21 | | 2005 | -1.07 | 1.12 | 1.00 | 0.25 | | 2004 | 1.54 | -0.49 | 3.57 | 3.57 | | 2003 | 4.31 | 8.27 | 2.89 | 5.81 | | 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 | 443 | 547 | 80.99 | | 1-Month | 311 | 577 | 53.90 | | 3-Month | 429 | 573 | 74.87 | | 6-Month | 458 | 553 | 82.82 | | 1-Year | 314 | 546 | 57.51 | | 3-Year | 258 | 471 | 54.78 | | 5-Year | 263 | 401 | 65.59 |
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0.12% Nasdaq 
0.29%
Performance
