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| Morningstar Return Rating: | Below average | | Year to Date Return: | 9.51% | | 5-Year Average Return: | 3.76% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.83% | |
Worst 1-Yr Total Return (2008): | -0.38% | |
Best 3-Yr Total Return (2005-7): | 3.31% | |
Worst 3-Yr Total Return (2006-8): | 2.65% |
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| 1-Year: | 4.18% | | 3-Year: | 3.17% | | 5-Year: | 2.87% | | 10-Year: | 4.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AKIRX | Category | Diff | Index* | Diff | | Year To Date | 9.51 | 13.54 | -4.03 | 6.24 | 3.27 | | 1-Month | 0.66 | 0.89 | -0.23 | 0.49 | 0.17 | | 3-Month | 3.46 | 4.14 | -0.68 | 2.60 | 0.86 | | 1-Year | 14.06 | 17.86 | -3.8 | 13.79 | 0.27 | | 3-Year | 4.76 | 4.54 | 0.22 | 6.35 | -1.59 | | 5-Year | 3.76 | 3.85 | -0.09 | 5.05 | -1.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.64 | 13.81 | -4.17 | 7.06 | 2.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.70 | 6.49 | -0.79 | 7.94 | -2.24 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AKIRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.38 | -4.70 | 4.32 | | 2007 | | | 4.83 | 4.70 | 0.13 | | 2006 | | | 3.58 | 4.15 | -0.57 | | 2005 | | | 1.55 | 1.80 | -0.25 | | 2004 | | | 3.33 | 3.91 | -0.58 | | 2003 | | | 3.38 | 5.10 | -1.72 | | 2002 | | | 8.57 | 8.04 | 0.53 | | 2001 | | | 7.10 | 7.64 | -0.54 | | 2000 | | | 10.26 | 9.44 | 0.82 | | 1999 | | | -2.03 | -1.35 | -0.68 |
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| PAST QUARTERLY RETURNS (%) FOR
AKIRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.66 | 4.31 | 4.99 | N/A | | 2008 | 1.05 | -0.39 | -1.29 | 0.26 | | 2007 | 1.19 | -0.70 | 2.09 | 2.19 | | 2006 | -0.88 | -0.51 | 3.78 | 1.21 | | 2005 | -0.66 | 2.57 | -0.85 | 0.52 | | 2004 | 2.28 | -2.83 | 3.00 | 0.94 | | 2003 | 1.30 | 2.03 | -0.80 | 0.83 | | 2002 | -0.56 | 3.59 | 4.37 | 0.98 | | 2001 | 2.93 | 0.22 | 3.94 | -0.11 | | 2000 | 2.11 | 0.70 | 2.89 | 4.22 | | 1999 | N/A | N/A | N/A | -0.41 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 785 | 1122 | 69.96 | | 1-Month | 453 | 1164 | 38.92 | | 3-Month | 542 | 1154 | 46.97 | | 6-Month | 702 | 1133 | 61.96 | | 1-Year | 662 | 1113 | 59.48 | | 3-Year | 471 | 957 | 49.22 | | 5-Year | 430 | 845 | 50.89 |
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0.28% Nasdaq 
0.03 (0.30%) 
Performance
