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| Morningstar Return Rating: | High | | Year to Date Return: | 22.59% | | 5-Year Average Return: | 8.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 23.04% | |
Worst 1-Yr Total Return (2008): | -29.67% | |
Best 3-Yr Total Return (2004-6): | 19.51% | |
Worst 3-Yr Total Return (2006-8): | -3.06% |
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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 | AMAGX | Category | Diff | Index* | Diff | | Year To Date | 22.59 | 24.15 | -1.56 | 17.05 | 5.54 | | 1-Month | 0.25 | -2.25 | 2.5 | -1.86 | 2.11 | | 3-Month | 5.11 | 4.52 | 0.59 | 5.48 | -0.37 | | 1-Year | 17.77 | 15.35 | 2.42 | 9.80 | 7.97 | | 3-Year | -0.60 | -4.95 | 4.35 | -7.02 | 6.42 | | 5-Year | 8.12 | 0.99 | 7.13 | 0.33 | 7.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.48 | 42.81 | -10.33 | 45.76 | -13.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.31 | -17.14 | 4.83 | -18.25 | 5.94 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMAGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.67 | -40.67 | 11.00 | | 2007 | | | 12.24 | 13.35 | -1.11 | | 2006 | | | 15.41 | 7.05 | 8.36 | | 2005 | | | 20.20 | 6.71 | 13.49 | | 2004 | | | 23.04 | 7.81 | 15.23 | | 2003 | | | 33.96 | 28.66 | 5.30 | | 2002 | | | -25.17 | -27.64 | 2.47 | | 2001 | | | -14.75 | -22.30 | 7.55 | | 2000 | | | -14.48 | -13.05 | -1.43 | | 1999 | | | 99.88 | 38.87 | 61.01 |
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| PAST QUARTERLY RETURNS (%) FOR
AMAGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.99 | 11.65 | 11.74 | N/A | | 2008 | -7.39 | 2.30 | -9.09 | -18.34 | | 2007 | 0.92 | 9.20 | 3.60 | -1.69 | | 2006 | 7.76 | -4.09 | 5.35 | 6.00 | | 2005 | -0.27 | 3.97 | 11.00 | 4.43 | | 2004 | 3.63 | 1.83 | 1.80 | 14.53 | | 2003 | -2.32 | 16.19 | 5.26 | 12.13 | | 2002 | 0.75 | -16.76 | -18.66 | 9.71 | | 2001 | -17.85 | 6.27 | -17.38 | 18.20 | | 2000 | 7.95 | -14.46 | -1.46 | -6.02 | | 1999 | N/A | N/A | N/A | 62.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1135 | 1802 | 62.99 | | 1-Month | 226 | 1890 | 11.96 | | 3-Month | 1130 | 1884 | 59.98 | | 6-Month | 1388 | 1827 | 75.97 | | 1-Year | 779 | 1797 | 43.35 | | 3-Year | 94 | 1518 | 6.19 | | 5-Year | 11 | 1251 | 0.88 |
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1.48% Nasdaq 0.00%
Performance
