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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.31% | | 5-Year Average Return: | 3.55% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 3.37% | |
Worst 1-Yr Total Return (2008): | -2.85% | |
Best 3-Yr Total Return (2004-6): | 3.35% | |
Worst 3-Yr Total Return (2006-8): | 1.16% |
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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 | AITIX | Category | Diff | Index* | Diff | | Year To Date | 11.31 | 13.54 | -2.23 | 6.24 | 5.07 | | 1-Month | 0.67 | 0.89 | -0.22 | 0.49 | 0.18 | | 3-Month | 6.00 | 4.14 | 1.86 | 2.60 | 3.4 | | 1-Year | 18.75 | 17.86 | 0.89 | 13.79 | 4.96 | | 3-Year | 3.88 | 4.54 | -0.66 | 6.35 | -2.47 | | 5-Year | 3.55 | 3.85 | -0.3 | 5.05 | -1.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.98 | 13.81 | -0.83 | 7.06 | 5.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.13 | 6.49 | 3.64 | 7.94 | 2.19 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AITIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.85 | -4.70 | 1.85 | | 2007 | | | 3.15 | 4.70 | -1.55 | | 2006 | | | 3.30 | 4.15 | -0.85 | | 2005 | | | 3.36 | 1.80 | 1.56 | | 2004 | | | 3.37 | 3.91 | -0.54 | | 2003 | | | 4.41 | 5.10 | -0.69 | | 2002 | | | 11.14 | 8.04 | 3.10 | | 2001 | | | 7.46 | 7.64 | -0.18 | | 2000 | | | 9.64 | 9.44 | 0.20 | | 1999 | | | -4.05 | -1.35 | -2.70 |
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| PAST QUARTERLY RETURNS (%) FOR
AITIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.40 | 4.32 | 7.50 | N/A | | 2008 | -2.53 | -3.58 | -1.95 | 5.43 | | 2007 | 0.90 | -0.65 | 1.50 | 1.38 | | 2006 | -1.15 | -0.61 | 4.10 | 1.00 | | 2005 | -0.32 | 3.65 | -0.65 | 0.70 | | 2004 | 2.89 | -3.21 | 3.20 | 0.57 | | 2003 | 1.47 | 3.88 | -0.90 | -0.05 | | 2002 | 0.01 | 5.03 | 5.07 | 0.70 | | 2001 | 3.64 | -0.27 | 4.61 | -0.61 | | 2000 | 1.57 | 0.84 | 2.81 | 4.12 | | 1999 | N/A | N/A | N/A | -1.02 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 617 | 1122 | 54.99 | | 1-Month | 69 | 1164 | 5.93 | | 3-Month | 23 | 1154 | 1.99 | | 6-Month | 385 | 1133 | 33.98 | | 1-Year | 294 | 1113 | 26.42 | | 3-Year | 557 | 957 | 58.20 | | 5-Year | 449 | 845 | 53.14 |
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0.22% Nasdaq 
0.07 (0.65%) 
Performance
