|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 9.32% | | 5-Year Average Return: | 4.33% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.01% | |
Worst 1-Yr Total Return (2008): | 0.47% | |
Best 3-Yr Total Return (2005-7): | 3.93% | |
Worst 3-Yr Total Return (2004-6): | 3.15% |
|
| 1-Year: | 6.70% | | 3-Year: | 3.85% | | 5-Year: | 3.37% | | 10-Year: | 4.69% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AIGRX | Category | Diff | Index* | Diff | | Year To Date | 9.32 | 13.54 | -4.22 | 6.24 | 3.08 | | 1-Month | 0.71 | 0.89 | -0.18 | 0.49 | 0.22 | | 3-Month | 2.80 | 4.14 | -1.34 | 2.60 | 0.2 | | 1-Year | 16.69 | 17.86 | -1.17 | 13.79 | 2.9 | | 3-Year | 5.48 | 4.54 | 0.94 | 6.35 | -0.87 | | 5-Year | 4.33 | 3.85 | 0.48 | 5.05 | -0.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.31 | 13.81 | -3.5 | 7.06 | 3.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.26 | 6.49 | 0.77 | 7.94 | -0.68 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AIGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.47 | -4.70 | 5.17 | | 2007 | | | 6.01 | 4.70 | 1.31 | | 2006 | | | 3.99 | 4.15 | -0.16 | | 2005 | | | 1.84 | 1.80 | 0.04 | | 2004 | | | 3.62 | 3.91 | -0.29 | | 2003 | | | 3.80 | 5.10 | -1.30 | | 2002 | | | 9.71 | 8.04 | 1.67 | | 2001 | | | 7.26 | 7.64 | -0.38 | | 2000 | | | 7.30 | 9.44 | -2.14 | | 1999 | | | -2.04 | -1.35 | -0.69 |
|
| PAST QUARTERLY RETURNS (%) FOR
AIGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.06 | 4.05 | 4.38 | N/A | | 2008 | 1.63 | -0.81 | -3.18 | 2.93 | | 2007 | 1.43 | -0.74 | 2.58 | 2.64 | | 2006 | -0.59 | -0.34 | 3.47 | 1.44 | | 2005 | -0.51 | 2.89 | -0.94 | 0.43 | | 2004 | 2.28 | -2.54 | 2.95 | 0.97 | | 2003 | 1.20 | 2.23 | -0.04 | 0.37 | | 2002 | 0.11 | 3.71 | 4.44 | 1.19 | | 2001 | 3.04 | 0.47 | 4.08 | -0.46 | | 2000 | 1.54 | 0.85 | 2.34 | 2.39 | | 1999 | N/A | N/A | N/A | -0.38 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 830 | 1122 | 73.98 | | 1-Month | 675 | 1164 | 57.99 | | 3-Month | 957 | 1154 | 82.93 | | 6-Month | 770 | 1133 | 67.96 | | 1-Year | 537 | 1113 | 48.25 | | 3-Year | 366 | 957 | 38.24 | | 5-Year | 326 | 845 | 38.58 |
|
|
|
|
|
1.00% Nasdaq 0.00%
0.02 (0.20%) 
Performance
