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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.34% | | 5-Year Average Return: | 2.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.31% | |
Worst 1-Yr Total Return (2008): | -7.68% | |
Best 3-Yr Total Return (2005-7): | 2.25% | |
Worst 3-Yr Total Return (2006-8): | -0.89% |
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| 1-Year: | 10.77% | | 3-Year: | 2.70% | | 5-Year: | 2.40% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AIACX | Category | Diff | Index* | Diff | | Year To Date | 14.34 | 13.54 | 0.8 | 6.24 | 8.1 | | 1-Month | 0.75 | 0.89 | -0.14 | 0.49 | 0.26 | | 3-Month | 4.75 | 4.14 | 0.61 | 2.60 | 2.15 | | 1-Year | 17.32 | 17.86 | -0.54 | 13.79 | 3.53 | | 3-Year | 2.79 | 4.54 | -1.75 | 6.35 | -3.56 | | 5-Year | 2.45 | 3.85 | -1.4 | 5.05 | -2.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.15 | 13.81 | -0.66 | 7.06 | 6.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.68 | 6.49 | 0.19 | 7.94 | -1.26 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AIACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -7.68 | -4.70 | -2.98 | | 2007 | | | 2.07 | 4.70 | -2.63 | | 2006 | | | 3.31 | 4.15 | -0.84 | | 2005 | | | 1.39 | 1.80 | -0.41 | | 2004 | | | 1.77 | 3.91 | -2.14 | | 2003 | | | 3.62 | 5.10 | -1.48 | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AIACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.32 | 5.14 | 6.54 | N/A | | 2008 | -1.22 | -2.08 | -3.09 | -1.51 | | 2007 | 1.14 | -0.26 | 0.54 | 0.64 | | 2006 | 0.10 | 0.15 | 1.76 | 1.28 | | 2005 | -0.30 | 1.18 | 0.15 | 0.36 | | 2004 | 0.96 | -1.29 | 1.60 | 0.51 | | 2003 | 1.20 | 1.93 | -0.06 | 0.51 | | 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 | 392 | 1122 | 34.94 | | 1-Month | 174 | 1164 | 14.95 | | 3-Month | 184 | 1154 | 15.94 | | 6-Month | 532 | 1133 | 46.95 | | 1-Year | 376 | 1113 | 33.78 | | 3-Year | 632 | 957 | 66.04 | | 5-Year | 580 | 845 | 68.64 |
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