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| Morningstar Return Rating: | Low | | Year to Date Return: | 16.31% | | 5-Year Average Return: | 1.63% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.05% | |
Worst 1-Yr Total Return (2008): | -17.60% | |
Best 3-Yr Total Return (2006-8): | -3.23% | |
Worst 3-Yr Total Return (2006-8): | -3.23% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AISTX | Category | Diff | Index* | Diff | | Year To Date | 16.31 | 9.09 | 7.22 | 6.24 | 10.07 | | 1-Month | 1.53 | 0.68 | 0.85 | 0.49 | 1.04 | | 3-Month | 5.12 | 2.53 | 2.59 | 2.60 | 2.52 | | 1-Year | 5.93 | 9.59 | -3.66 | 13.79 | -7.86 | | 3-Year | 0.48 | 3.61 | -3.13 | 6.35 | -5.87 | | 5-Year | 1.63 | 3.21 | -1.58 | 5.05 | -3.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.13 | 7.68 | 5.45 | 7.06 | 6.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.45 | 4.17 | -6.62 | 7.94 | -10.39 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AISTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.60 | -4.23 | -13.37 | | 2007 | | | 5.05 | 4.29 | 0.76 | | 2006 | | | 4.69 | 4.05 | 0.64 | | 2005 | | | N/A | 1.45 | N/A | | 2004 | | | N/A | 1.63 | N/A | | 2003 | | | N/A | 2.54 | N/A | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AISTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.23 | 6.34 | 5.39 | N/A | | 2008 | 0.32 | -1.52 | -4.78 | -12.41 | | 2007 | 1.46 | 1.01 | 1.69 | 0.81 | | 2006 | 0.50 | 0.90 | 2.07 | 1.15 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 16 | 419 | 3.82 | | 1-Month | 8 | 435 | 1.84 | | 3-Month | 26 | 434 | 5.99 | | 6-Month | 33 | 420 | 7.86 | | 1-Year | 176 | 419 | 42.00 | | 3-Year | 278 | 360 | 77.22 | | 5-Year | | 305 | N/A |
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