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| Morningstar Return Rating: | Average | | Year to Date Return: | 7.93% | | 5-Year Average Return: | 3.70% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.68% | |
Worst 1-Yr Total Return (2005): | 0.41% | |
Best 3-Yr Total Return (2006-8): | 3.57% | |
Worst 3-Yr Total Return (2004-6): | 1.66% |
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| 1-Year: | 9.93% | | 3-Year: | 5.38% | | 5-Year: | 3.71% | | 10-Year: | 4.47% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AIBCX | Category | Diff | Index* | Diff | | Year To Date | 7.93 | 13.54 | -5.61 | 6.24 | 1.69 | | 1-Month | 0.44 | 0.89 | -0.45 | 0.49 | -0.05 | | 3-Month | 2.08 | 4.14 | -2.06 | 2.60 | -0.52 | | 1-Year | 13.93 | 17.86 | -3.93 | 13.79 | 0.14 | | 3-Year | 5.38 | 4.54 | 0.84 | 6.35 | -0.97 | | 5-Year | 3.70 | 3.85 | -0.15 | 5.05 | -1.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.15 | 13.81 | -6.66 | 7.06 | 0.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.60 | 6.49 | 1.11 | 7.94 | -0.34 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AIBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.25 | -4.70 | 6.95 | | 2007 | | | 5.68 | 4.70 | 0.98 | | 2006 | | | 2.81 | 4.15 | -1.34 | | 2005 | | | 0.41 | 1.80 | -1.39 | | 2004 | | | 1.76 | 3.91 | -2.15 | | 2003 | | | 3.11 | 5.10 | -1.99 | | 2002 | | | 8.78 | 8.04 | 0.74 | | 2001 | | | 6.95 | 7.64 | -0.69 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AIBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.61 | 2.46 | 3.22 | N/A | | 2008 | 2.37 | -0.98 | -2.29 | 3.23 | | 2007 | 1.24 | -0.58 | 2.53 | 2.40 | | 2006 | -0.48 | -0.15 | 2.66 | 0.78 | | 2005 | -1.10 | 2.26 | -0.81 | 0.09 | | 2004 | 2.07 | -2.70 | 2.38 | 0.07 | | 2003 | 1.15 | 2.22 | -0.28 | 0.01 | | 2002 | -0.10 | 3.28 | 4.51 | 0.89 | | 2001 | 3.15 | 0.31 | 4.07 | -0.68 | | 2000 | N/A | N/A | 2.39 | 1.56 | | 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 | 897 | 1122 | 79.95 | | 1-Month | 791 | 1164 | 67.96 | | 3-Month | 1107 | 1154 | 95.93 | | 6-Month | 1031 | 1133 | 91.00 | | 1-Year | 692 | 1113 | 62.17 | | 3-Year | 357 | 957 | 37.30 | | 5-Year | 438 | 845 | 51.83 |
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Performance
