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| Morningstar Return Rating: | Average | | Year to Date Return: | 36.01% | | 5-Year Average Return: | -0.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 31.51% | |
Worst 1-Yr Total Return (2008): | -58.49% | |
Best 3-Yr Total Return (2005-7): | 16.42% | |
Worst 3-Yr Total Return (2006-8): | -15.71% |
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| 1-Year: | -8.57% | | 3-Year: | -6.46% | | 5-Year: | 0.50% | | 10-Year: | 2.93% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMGAX | Category | Diff | Index* | Diff | | Year To Date | 36.01 | 25.80 | 10.21 | 17.05 | 18.96 | | 1-Month | -4.72 | -4.37 | -0.35 | -1.86 | -2.86 | | 3-Month | 5.00 | 4.09 | 0.91 | 5.48 | -0.48 | | 1-Year | 22.95 | 16.23 | 6.72 | 9.80 | 13.15 | | 3-Year | -7.67 | -5.36 | -2.31 | -7.02 | -0.65 | | 5-Year | -0.11 | 1.68 | -1.79 | 0.33 | -0.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.79 | 47.87 | 10.92 | 45.76 | 13.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.81 | -19.87 | -7.94 | -18.25 | -9.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -58.49 | -43.77 | -14.72 | | 2007 | | | 31.51 | 15.09 | 16.42 | | 2006 | | | 9.72 | 9.00 | 0.72 | | 2005 | | | 9.34 | 9.84 | -0.50 | | 2004 | | | 12.66 | 13.23 | -0.57 | | 2003 | | | 45.90 | 35.96 | 9.94 | | 2002 | | | -30.48 | -27.24 | -3.24 | | 2001 | | | -7.00 | -19.98 | 12.98 | | 2000 | | | 12.92 | -4.78 | 17.70 | | 1999 | | | 35.39 | 60.49 | -25.10 |
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| PAST QUARTERLY RETURNS (%) FOR
AMGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.26 | 19.64 | 19.01 | N/A | | 2008 | -18.39 | 2.50 | -26.61 | -32.40 | | 2007 | 5.64 | 9.34 | 10.17 | 3.34 | | 2006 | 9.04 | -8.18 | -1.16 | 10.88 | | 2005 | -2.61 | 3.15 | 8.02 | 0.77 | | 2004 | 5.12 | 0.97 | -8.31 | 15.77 | | 2003 | 1.49 | 20.22 | 5.50 | 13.33 | | 2002 | -4.15 | -13.67 | -18.81 | 3.47 | | 2001 | -17.37 | 16.93 | -17.73 | 17.00 | | 2000 | 22.18 | -3.79 | 7.06 | -10.28 | | 1999 | N/A | N/A | N/A | 25.57 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 101 | 848 | 11.91 | | 1-Month | 477 | 901 | 52.94 | | 3-Month | 170 | 898 | 18.93 | | 6-Month | 130 | 868 | 14.98 | | 1-Year | 108 | 847 | 12.75 | | 3-Year | 457 | 749 | 61.01 | | 5-Year | 393 | 636 | 61.79 |
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Performance
