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| Morningstar Return Rating: | Average | | Year to Date Return: | 36.12% | | 5-Year Average Return: | 4.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.39% | |
Worst 1-Yr Total Return (2008): | -20.18% | |
Best 3-Yr Total Return (2004-6): | 6.68% | |
Worst 3-Yr Total Return (2006-8): | -4.25% |
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| 1-Year: | 9.17% | | 3-Year: | 3.11% | | 5-Year: | 4.13% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AIOBX | Category | Diff | Index* | Diff | | Year To Date | 36.12 | 42.53 | -6.41 | 7.61 | 28.51 | | 1-Month | 0.88 | 1.09 | -0.21 | 1.29 | -0.41 | | 3-Month | 5.67 | 7.76 | -2.09 | 2.86 | 2.81 | | 1-Year | 39.87 | 48.90 | -9.03 | 11.63 | 28.24 | | 3-Year | 3.80 | 2.47 | 1.33 | 6.40 | -2.6 | | 5-Year | 4.39 | 4.02 | 0.37 | 5.49 | -1.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.71 | 35.54 | -7.83 | 7.06 | 20.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.57 | 0.71 | 3.86 | 7.94 | -3.37 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AIOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.18 | -26.41 | 6.23 | | 2007 | | | 2.00 | 1.47 | 0.53 | | 2006 | | | 7.82 | 10.14 | -2.32 | | 2005 | | | 2.93 | 2.59 | 0.34 | | 2004 | | | 9.39 | 9.99 | -0.60 | | 2003 | | | N/A | 24.36 | N/A | | 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
AIOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.90 | 16.04 | 9.64 | N/A | | 2008 | -3.15 | 1.95 | -5.50 | -14.46 | | 2007 | 2.54 | -0.23 | 0.60 | -0.90 | | 2006 | 1.67 | -0.60 | 3.20 | 3.39 | | 2005 | -1.18 | 2.27 | 0.66 | 1.18 | | 2004 | 2.36 | -0.99 | 4.83 | 2.97 | | 2003 | N/A | N/A | 1.52 | 4.70 | | 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 | 445 | 543 | 81.95 | | 1-Month | 528 | 574 | 91.99 | | 3-Month | 536 | 571 | 93.87 | | 6-Month | 486 | 559 | 86.94 | | 1-Year | 386 | 543 | 71.09 | | 3-Year | 149 | 467 | 31.91 | | 5-Year | 171 | 403 | 42.43 |
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