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| Morningstar Return Rating: | Below average | | Year to Date Return: | 50.38% | | 5-Year Average Return: | 5.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.09% | |
Worst 1-Yr Total Return (2008): | -25.41% | |
Best 3-Yr Total Return (2004-6): | 8.08% | |
Worst 3-Yr Total Return (2006-8): | -5.72% |
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| 1-Year: | 10.82% | | 3-Year: | 3.04% | | 5-Year: | 4.47% | | 10-Year: | 1.43% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMHYX | Category | Diff | Index* | Diff | | Year To Date | 50.38 | 42.53 | 7.85 | 7.61 | 42.77 | | 1-Month | 1.44 | 1.09 | 0.35 | 1.29 | 0.15 | | 3-Month | 9.33 | 7.76 | 1.57 | 2.86 | 6.47 | | 1-Year | 59.65 | 48.90 | 10.75 | 11.63 | 48.02 | | 3-Year | 4.89 | 2.47 | 2.42 | 6.40 | -1.51 | | 5-Year | 5.57 | 4.02 | 1.55 | 5.49 | 0.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.52 | 35.54 | 6.98 | 7.06 | 35.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.97 | 0.71 | 3.26 | 7.94 | -3.97 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.41 | -26.41 | 1.00 | | 2007 | | | 1.13 | 1.47 | -0.34 | | 2006 | | | 11.09 | 10.14 | 0.95 | | 2005 | | | 2.46 | 2.59 | -0.13 | | 2004 | | | 10.91 | 9.99 | 0.92 | | 2003 | | | 30.19 | 24.36 | 5.83 | | 2002 | | | -10.38 | -1.52 | -8.86 | | 2001 | | | -3.59 | 2.39 | -5.98 | | 2000 | | | -23.81 | -7.12 | -16.69 | | 1999 | | | 2.08 | 5.05 | -2.97 |
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| PAST QUARTERLY RETURNS (%) FOR
AMHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.45 | 22.86 | 14.02 | N/A | | 2008 | -3.15 | 3.15 | -6.99 | -19.72 | | 2007 | 2.69 | 0.17 | -0.18 | -1.51 | | 2006 | 2.63 | -0.34 | 3.39 | 5.05 | | 2005 | -1.23 | 2.30 | 1.05 | 0.35 | | 2004 | 1.96 | -0.39 | 4.01 | 5.00 | | 2003 | 6.84 | 10.17 | 3.07 | 7.31 | | 2002 | -1.78 | -8.88 | -5.21 | 5.64 | | 2001 | 2.44 | -4.66 | -6.17 | 5.21 | | 2000 | -3.01 | -3.66 | -5.32 | -13.88 | | 1999 | N/A | N/A | N/A | 2.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 97 | 543 | 17.86 | | 1-Month | 275 | 574 | 47.91 | | 3-Month | 97 | 571 | 16.99 | | 6-Month | 106 | 559 | 18.96 | | 1-Year | 62 | 543 | 11.42 | | 3-Year | 69 | 467 | 14.78 | | 5-Year | 41 | 403 | 10.17 |
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