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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.72% | | 5-Year Average Return: | 1.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.80% | |
Worst 1-Yr Total Return (2008): | -37.68% | |
Best 3-Yr Total Return (2004-6): | 8.47% | |
Worst 3-Yr Total Return (2006-8): | -10.05% |
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| 1-Year: | -4.42% | | 3-Year: | -4.50% | | 5-Year: | 0.81% | | 10-Year: | 2.75% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMCPX | Category | Diff | Index* | Diff | | Year To Date | 27.72 | 24.15 | 3.57 | 17.05 | 10.67 | | 1-Month | -2.43 | -2.25 | -0.18 | -1.86 | -0.57 | | 3-Month | 4.82 | 4.52 | 0.3 | 5.48 | -0.66 | | 1-Year | 19.87 | 15.35 | 4.52 | 9.80 | 10.07 | | 3-Year | -4.52 | -4.95 | 0.43 | -7.02 | 2.5 | | 5-Year | 1.16 | 0.99 | 0.17 | 0.33 | 0.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.34 | 42.81 | 8.53 | 45.76 | 5.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.07 | -17.14 | 7.07 | -18.25 | 8.18 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMCPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.68 | -40.67 | 2.99 | | 2007 | | | 7.50 | 13.35 | -5.85 | | 2006 | | | 8.63 | 7.05 | 1.58 | | 2005 | | | 6.98 | 6.71 | 0.27 | | 2004 | | | 9.80 | 7.81 | 1.99 | | 2003 | | | 29.64 | 28.66 | 0.98 | | 2002 | | | -18.66 | -27.64 | 8.98 | | 2001 | | | -5.01 | -22.30 | 17.29 | | 2000 | | | 7.50 | -13.05 | 20.55 | | 1999 | | | 21.78 | 38.87 | -17.09 |
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| PAST QUARTERLY RETURNS (%) FOR
AMCPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.05 | 18.62 | 16.23 | N/A | | 2008 | -10.02 | -4.63 | -6.26 | -22.53 | | 2007 | 2.05 | 5.99 | 2.79 | -3.31 | | 2006 | 3.24 | -2.58 | 2.52 | 5.36 | | 2005 | -2.78 | 3.14 | 2.37 | 4.22 | | 2004 | 2.61 | 1.85 | -3.07 | 8.39 | | 2003 | -0.85 | 15.62 | 2.75 | 10.06 | | 2002 | -0.31 | -11.29 | -14.34 | 7.37 | | 2001 | -8.38 | 8.37 | -15.40 | 13.08 | | 2000 | 7.35 | -1.24 | 0.85 | 0.54 | | 1999 | N/A | N/A | N/A | 15.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 504 | 1802 | 27.97 | | 1-Month | 1228 | 1890 | 64.97 | | 3-Month | 1337 | 1884 | 70.97 | | 6-Month | 822 | 1827 | 44.99 | | 1-Year | 360 | 1797 | 20.03 | | 3-Year | 562 | 1518 | 37.02 | | 5-Year | 454 | 1251 | 36.29 |
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1.48% Nasdaq 0.00%
Performance
