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| Morningstar Return Rating: | Average | | Year to Date Return: | 35.92% | | 5-Year Average Return: | 3.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.88% | |
Worst 1-Yr Total Return (2008): | -43.20% | |
Best 3-Yr Total Return (2004-6): | 10.45% | |
Worst 3-Yr Total Return (2006-8): | -10.76% |
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| 1-Year: | -4.11% | | 3-Year: | -2.15% | | 5-Year: | 3.39% | | 10-Year: | 4.63% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMCRX | Category | Diff | Index* | Diff | | Year To Date | 35.92 | 25.80 | 10.12 | 17.05 | 18.87 | | 1-Month | -2.50 | -4.37 | 1.87 | -1.86 | -0.64 | | 3-Month | 6.85 | 4.09 | 2.76 | 5.48 | 1.37 | | 1-Year | 26.53 | 16.23 | 10.3 | 9.80 | 16.73 | | 3-Year | -2.42 | -5.36 | 2.94 | -7.02 | 4.6 | | 5-Year | 3.37 | 1.68 | 1.69 | 0.33 | 3.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.30 | 47.87 | 10.43 | 45.76 | 12.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.64 | -19.87 | 0.23 | -18.25 | -1.39 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMCRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.20 | -43.77 | 0.57 | | 2007 | | | 17.85 | 15.09 | 2.76 | | 2006 | | | 6.18 | 9.00 | -2.82 | | 2005 | | | 7.65 | 9.84 | -2.19 | | 2004 | | | 17.88 | 13.23 | 4.65 | | 2003 | | | 33.87 | 35.96 | -2.09 | | 2002 | | | -21.11 | -27.24 | 6.13 | | 2001 | | | -6.99 | -19.98 | 12.99 | | 2000 | | | 9.19 | -4.78 | 13.97 | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AMCRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.47 | 20.95 | 16.99 | N/A | | 2008 | -10.76 | 9.05 | -19.81 | -27.21 | | 2007 | 5.86 | 7.05 | 2.45 | 1.50 | | 2006 | 8.75 | -6.01 | -2.24 | 6.25 | | 2005 | -4.32 | 4.58 | 3.99 | 3.45 | | 2004 | 5.16 | -1.07 | -3.31 | 17.18 | | 2003 | -4.71 | 18.82 | 3.54 | 14.19 | | 2002 | 2.13 | -11.76 | -15.35 | 3.42 | | 2001 | -12.72 | 12.22 | -15.92 | 12.95 | | 2000 | 19.85 | -4.91 | 8.60 | -11.78 | | 1999 | N/A | N/A | N/A | 23.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 118 | 848 | 13.92 | | 1-Month | 225 | 901 | 24.97 | | 3-Month | 71 | 898 | 7.91 | | 6-Month | 138 | 868 | 15.90 | | 1-Year | 99 | 847 | 11.69 | | 3-Year | 128 | 749 | 17.09 | | 5-Year | 159 | 636 | 25.00 |
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