|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 42.22% | | 5-Year Average Return: | 3.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.46% | |
Worst 1-Yr Total Return (2008): | -27.85% | |
Best 3-Yr Total Return (2004-6): | 6.80% | |
Worst 3-Yr Total Return (2006-8): | -6.79% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AHYPX | Category | Diff | Index* | Diff | | Year To Date | 42.22 | 40.95 | 1.27 | 6.24 | 35.98 | | 1-Month | 1.99 | 1.53 | 0.46 | 0.49 | 1.5 | | 3-Month | 8.35 | 8.19 | 0.16 | 2.60 | 5.75 | | 1-Year | 38.65 | 35.58 | 3.07 | 13.79 | 24.86 | | 3-Year | 2.45 | 2.61 | -0.16 | 6.35 | -3.9 | | 5-Year | 3.71 | 4.05 | -0.34 | 5.05 | -1.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.29 | 34.85 | 1.44 | 7.06 | 29.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.89 | 0.91 | -1.8 | 7.94 | -8.83 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHYPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.85 | -26.41 | -1.44 | | 2007 | | | 2.55 | 1.47 | 1.08 | | 2006 | | | 9.46 | 10.14 | -0.68 | | 2005 | | | 2.06 | 2.59 | -0.53 | | 2004 | | | 9.04 | 9.99 | -0.95 | | 2003 | | | 17.95 | 24.36 | -6.41 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
AHYPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.96 | 19.21 | 12.52 | N/A | | 2008 | -3.46 | 1.39 | -9.44 | -18.61 | | 2007 | 2.63 | 0.43 | 0.44 | -0.94 | | 2006 | 2.70 | 0.20 | 2.64 | 3.63 | | 2005 | -1.49 | 1.34 | 1.35 | 0.87 | | 2004 | 1.96 | -0.11 | 3.43 | 3.52 | | 2003 | 4.73 | 5.73 | 2.66 | 3.76 | | 2002 | N/A | -1.43 | -0.46 | 4.88 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 257 | 547 | 46.98 | | 1-Month | 115 | 577 | 19.93 | | 3-Month | 223 | 573 | 38.92 | | 6-Month | 237 | 553 | 42.86 | | 1-Year | 158 | 546 | 28.94 | | 3-Year | 259 | 471 | 54.99 | | 5-Year | 247 | 401 | 61.60 |
|
|
|
|
|