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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.01% | | 5-Year Average Return: | 0.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.36% | |
Worst 1-Yr Total Return (2008): | -30.58% | |
Best 3-Yr Total Return (2004-6): | 9.68% | |
Worst 3-Yr Total Return (2006-8): | -6.36% |
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| 1-Year: | -8.93% | | 3-Year: | -5.22% | | 5-Year: | 0.83% | | 10-Year: | 2.82% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMFBX | Category | Diff | Index* | Diff | | Year To Date | 15.01 | 15.79 | -0.78 | 17.05 | -2.04 | | 1-Month | -1.06 | -2.21 | 1.15 | -1.86 | 0.8 | | 3-Month | 4.51 | 5.62 | -1.11 | 5.48 | -0.97 | | 1-Year | 10.45 | 9.52 | 0.93 | 9.80 | 0.65 | | 3-Year | -5.52 | -8.36 | 2.84 | -7.02 | 1.5 | | 5-Year | 0.83 | 0.18 | 0.65 | 0.33 | 0.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.49 | 46.84 | -10.35 | 45.76 | -9.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.62 | -16.40 | 2.78 | -18.25 | 4.63 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.58 | -37.09 | 6.51 | | 2007 | | | 2.52 | 1.42 | 1.10 | | 2006 | | | 15.36 | 18.15 | -2.79 | | 2005 | | | 4.07 | 5.95 | -1.88 | | 2004 | | | 9.90 | 12.97 | -3.07 | | 2003 | | | 22.36 | 28.44 | -6.08 | | 2002 | | | -12.86 | -18.69 | 5.83 | | 2001 | | | 5.83 | -4.99 | 10.82 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AMFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.65 | 13.17 | 12.46 | N/A | | 2008 | -7.39 | -2.03 | -7.06 | -17.68 | | 2007 | 1.53 | 6.12 | -0.19 | -4.66 | | 2006 | 3.63 | 0.18 | 4.19 | 6.66 | | 2005 | -1.11 | 1.15 | 2.32 | 1.69 | | 2004 | 1.33 | 1.59 | 0.05 | 6.71 | | 2003 | -3.91 | 12.87 | 1.90 | 10.70 | | 2002 | 3.41 | -6.47 | -15.89 | 7.12 | | 2001 | -0.39 | 5.08 | -5.52 | 7.01 | | 2000 | N/A | -2.21 | 6.04 | 6.67 | | 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 | 667 | 1335 | 49.96 | | 1-Month | 165 | 1379 | 11.97 | | 3-Month | 560 | 1368 | 40.94 | | 6-Month | 1130 | 1346 | 83.95 | | 1-Year | 557 | 1318 | 42.26 | | 3-Year | 151 | 1124 | 13.43 | | 5-Year | 268 | 934 | 28.69 |
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0.22% Nasdaq 
Performance
