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| Morningstar Return Rating: | High | | Year to Date Return: | 47.09% | | 5-Year Average Return: | 9.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 24.97% | |
Worst 1-Yr Total Return (2008): | -41.49% | |
Best 3-Yr Total Return (2005-7): | 15.65% | |
Worst 3-Yr Total Return (2006-8): | -7.20% |
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| 1-Year: | 2.91% | | 3-Year: | 4.23% | | 5-Year: | 9.64% | | 10-Year: | 2.40% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMDCX | Category | Diff | Index* | Diff | | Year To Date | 47.09 | 25.91 | 21.18 | 27.36 | 19.73 | | 1-Month | 1.82 | -2.31 | 4.13 | -1.25 | 3.07 | | 3-Month | 4.12 | 5.52 | -1.4 | 8.10 | -3.98 | | 1-Year | 31.32 | 22.45 | 8.87 | 27.71 | 3.61 | | 3-Year | 3.26 | -5.03 | 8.29 | -5.22 | 8.48 | | 5-Year | 9.11 | 3.41 | 5.7 | 5.10 | 4.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.51 | 50.04 | -2.53 | 59.35 | -11.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.25 | -12.42 | 2.17 | -14.95 | 4.7 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMDCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.49 | -41.91 | 0.42 | | 2007 | | | 24.97 | 11.28 | 13.69 | | 2006 | | | 9.30 | 19.72 | -10.42 | | 2005 | | | 13.24 | 11.61 | 1.63 | | 2004 | | | 13.93 | 15.27 | -1.34 | | 2003 | | | 54.79 | 34.49 | 20.30 | | 2002 | | | -39.93 | -19.36 | -20.57 | | 2001 | | | -45.28 | -17.51 | -27.77 | | 2000 | | | N/A | -9.14 | N/A | | 1999 | | | N/A | 41.13 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AMDCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.44 | 23.63 | 14.07 | N/A | | 2008 | -8.34 | 15.45 | -23.13 | -28.07 | | 2007 | 5.76 | 7.78 | 3.85 | 5.56 | | 2006 | -0.45 | -6.63 | 9.68 | 7.21 | | 2005 | 1.87 | -6.00 | 12.94 | 4.71 | | 2004 | 5.22 | 4.41 | -14.44 | 21.19 | | 2003 | 3.89 | 39.19 | -4.55 | 12.15 | | 2002 | -18.88 | -26.16 | -9.61 | 10.96 | | 2001 | -34.25 | 7.93 | -39.53 | 27.52 | | 2000 | N/A | N/A | 10.65 | -16.95 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 46 | 767 | 6.00 | | 1-Month | 692 | 844 | 81.99 | | 3-Month | 771 | 830 | 92.89 | | 6-Month | 78 | 787 | 9.91 | | 1-Year | 232 | 741 | 31.31 | | 3-Year | 18 | 530 | 3.40 | | 5-Year | 9 | 434 | 2.07 |
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