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| Morningstar Return Rating: | Above average | | Year to Date Return: | -3.73% | | 5-Year Average Return: | 1.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 39.21% | |
Worst 1-Yr Total Return (2008): | -37.68% | |
Best 3-Yr Total Return (2005-7): | 7.70% | |
Worst 3-Yr Total Return (2006-8): | -10.05% |
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| 1-Year: | 31.20% | | 3-Year: | -4.21% | | 5-Year: | 0.43% | | 10-Year: | 1.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMCPX | Category | Diff | Index* | Diff | | Year To Date | -3.73 | -4.87 | 1.14 | -3.60 | -0.13 | | 1-Month | -3.73 | -4.87 | 1.14 | -3.60 | -0.13 | | 3-Month | 4.92 | 3.82 | 1.1 | 4.16 | 0.76 | | 1-Year | 42.38 | 35.76 | 6.62 | 33.14 | 9.24 | | 3-Year | -4.37 | -5.20 | 0.83 | -7.24 | 2.87 | | 5-Year | 1.29 | 0.87 | 0.42 | 0.18 | 1.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.34 | 44.07 | 7.27 | 45.76 | 5.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.07 | -18.03 | 7.96 | -18.25 | 8.18 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMCPX | Category | Diff | | 2009 | | | 39.21 | 35.68 | 3.53 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
AMCPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.05 | 18.62 | 16.23 | 6.34 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 225 | 1882 | 11.96 | | 1-Month | 244 | 1882 | 12.96 | | 3-Month | 429 | 1867 | 22.98 | | 6-Month | 409 | 1860 | 21.99 | | 1-Year | 256 | 1787 | 14.33 | | 3-Year | 484 | 1545 | 31.33 | | 5-Year | 402 | 1265 | 31.78 |
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1.52% Nasdaq 0.00%
Performance
