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| Morningstar Return Rating: | Average | | Year to Date Return: | 34.85% | | 5-Year Average Return: | -0.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 30.60% | |
Worst 1-Yr Total Return (2008): | -58.80% | |
Best 3-Yr Total Return (2005-7): | 15.56% | |
Worst 3-Yr Total Return (2006-8): | -16.35% |
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| 1-Year: | -5.26% | | 3-Year: | -5.57% | | 5-Year: | 0.76% | | 10-Year: | 2.67% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMGCX | Category | Diff | Index* | Diff | | Year To Date | 34.85 | 25.80 | 9.05 | 17.05 | 17.8 | | 1-Month | -4.71 | -4.37 | -0.34 | -1.86 | -2.85 | | 3-Month | 4.71 | 4.09 | 0.62 | 5.48 | -0.77 | | 1-Year | 21.92 | 16.23 | 5.69 | 9.80 | 12.12 | | 3-Year | -8.44 | -5.36 | -3.08 | -7.02 | -1.42 | | 5-Year | -0.90 | 1.68 | -2.58 | 0.33 | -1.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.77 | 47.87 | 9.9 | 45.76 | 12.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.24 | -19.87 | -8.37 | -18.25 | -9.99 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -58.80 | -43.77 | -15.03 | | 2007 | | | 30.60 | 15.09 | 15.51 | | 2006 | | | 8.77 | 9.00 | -0.23 | | 2005 | | | 8.63 | 9.84 | -1.21 | | 2004 | | | 11.80 | 13.23 | -1.43 | | 2003 | | | 44.36 | 35.96 | 8.40 | | 2002 | | | -30.82 | -27.24 | -3.58 | | 2001 | | | -7.71 | -19.98 | 12.27 | | 2000 | | | 11.99 | -4.78 | 16.77 | | 1999 | | | 34.46 | 60.49 | -26.03 |
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| PAST QUARTERLY RETURNS (%) FOR
AMGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.00 | 19.09 | 18.83 | N/A | | 2008 | -18.60 | 2.30 | -26.84 | -32.38 | | 2007 | 5.54 | 9.13 | 9.97 | 3.12 | | 2006 | 8.79 | -8.43 | -1.28 | 10.60 | | 2005 | -2.82 | 3.03 | 7.84 | 0.61 | | 2004 | 4.94 | 0.78 | -8.43 | 15.44 | | 2003 | 1.19 | 19.77 | 5.39 | 13.02 | | 2002 | -4.38 | -13.61 | -19.07 | 3.48 | | 2001 | -17.45 | 16.54 | -17.87 | 16.80 | | 2000 | 21.94 | -4.02 | 6.91 | -10.50 | | 1999 | N/A | N/A | N/A | 25.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 127 | 848 | 14.98 | | 1-Month | 450 | 901 | 49.94 | | 3-Month | 188 | 898 | 20.94 | | 6-Month | 147 | 868 | 16.94 | | 1-Year | 131 | 847 | 15.47 | | 3-Year | 489 | 749 | 65.29 | | 5-Year | 429 | 636 | 67.45 |
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