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| Morningstar Return Rating: | Below average | | Year to Date Return: | 51.07% | | 5-Year Average Return: | 13.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 43.83% | |
Worst 1-Yr Total Return (2008): | -59.71% | |
Best 3-Yr Total Return (2005-7): | 40.94% | |
Worst 3-Yr Total Return (2006-8): | -6.12% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMKIX | Category | Diff | Index* | Diff | | Year To Date | 51.07 | 59.14 | -8.07 | 27.36 | 23.71 | | 1-Month | -2.54 | -1.32 | -1.22 | -1.25 | -1.29 | | 3-Month | 7.29 | 7.70 | -0.41 | 8.10 | -0.81 | | 1-Year | 52.06 | 56.66 | -4.6 | 27.71 | 24.35 | | 3-Year | -0.44 | 2.92 | -3.36 | -5.22 | 4.78 | | 5-Year | 13.88 | 14.22 | -0.34 | 5.10 | 8.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 83.15 | 84.39 | -1.24 | 59.35 | 23.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.66 | -6.80 | -11.86 | -14.95 | -3.71 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMKIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -59.71 | -54.44 | -5.27 | | 2007 | | | 43.83 | 36.68 | 7.15 | | 2006 | | | 42.80 | 32.06 | 10.74 | | 2005 | | | 36.31 | 31.54 | 4.77 | | 2004 | | | 13.73 | 23.54 | -9.81 | | 2003 | | | 65.91 | 55.19 | 10.72 | | 2002 | | | -18.52 | -6.05 | -12.47 | | 2001 | | | -8.47 | -3.83 | -4.64 | | 2000 | | | -30.10 | -30.33 | 0.23 | | 1999 | | | N/A | 70.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AMKIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.60 | 31.58 | 23.48 | N/A | | 2008 | -16.11 | 0.52 | -33.30 | -28.37 | | 2007 | 5.48 | 15.32 | 12.47 | 5.14 | | 2006 | 15.94 | -3.82 | 7.45 | 19.17 | | 2005 | 2.65 | 1.34 | 19.06 | 10.06 | | 2004 | 7.02 | -13.28 | 6.09 | 15.51 | | 2003 | -5.40 | 22.22 | 17.44 | 22.18 | | 2002 | 12.96 | -13.11 | -21.93 | 6.34 | | 2001 | -7.63 | 7.34 | -22.22 | 18.68 | | 2000 | 13.00 | -17.83 | -12.77 | -13.71 | | 1999 | N/A | N/A | N/A | 48.94 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 277 | 365 | 75.89 | | 1-Month | 49 | 381 | 12.86 | | 3-Month | 63 | 374 | 16.84 | | 6-Month | 185 | 371 | 49.87 | | 1-Year | 165 | 346 | 47.69 | | 3-Year | 193 | 260 | 74.23 | | 5-Year | 93 | 193 | 48.19 |
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1.23% Nasdaq 0.00%
Performance
