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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.92% | | 5-Year Average Return: | -0.51% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.62% | |
Worst 1-Yr Total Return (2008): | -32.55% | |
Best 3-Yr Total Return (2004-6): | 9.55% | |
Worst 3-Yr Total Return (2006-8): | -7.22% |
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| 1-Year: | -16.28% | | 3-Year: | -8.04% | | 5-Year: | -1.09% | | 10-Year: | -0.50% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMNIX | Category | Diff | Index* | Diff | | Year To Date | 11.92 | 15.79 | -3.87 | 17.05 | -5.13 | | 1-Month | -1.53 | -2.21 | 0.68 | -1.86 | 0.33 | | 3-Month | 7.18 | 5.62 | 1.56 | 5.48 | 1.7 | | 1-Year | 5.22 | 9.52 | -4.3 | 9.80 | -4.58 | | 3-Year | -7.74 | -8.36 | 0.62 | -7.02 | -0.72 | | 5-Year | -0.51 | 0.18 | -0.69 | 0.33 | -0.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.06 | 46.84 | -3.78 | 45.76 | -2.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.73 | -16.40 | -2.33 | -18.25 | -0.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMNIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.55 | -37.09 | 4.54 | | 2007 | | | 0.67 | 1.42 | -0.75 | | 2006 | | | 17.62 | 18.15 | -0.53 | | 2005 | | | 2.01 | 5.95 | -3.94 | | 2004 | | | 9.57 | 12.97 | -3.40 | | 2003 | | | 25.02 | 28.44 | -3.42 | | 2002 | | | -15.99 | -18.69 | 2.70 | | 2001 | | | -12.57 | -4.99 | -7.58 | | 2000 | | | 8.99 | 7.87 | 1.12 | | 1999 | | | -1.39 | 6.72 | -8.11 |
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| PAST QUARTERLY RETURNS (%) FOR
AMNIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.97 | 14.47 | 16.78 | N/A | | 2008 | -7.67 | -5.45 | -1.12 | -21.85 | | 2007 | 1.18 | 2.55 | 1.41 | -4.32 | | 2006 | 3.89 | 0.36 | 5.54 | 6.88 | | 2005 | -1.76 | 0.96 | 1.68 | 1.16 | | 2004 | 1.26 | 0.69 | -0.89 | 8.43 | | 2003 | -3.64 | 12.84 | 3.29 | 11.32 | | 2002 | 3.99 | -8.61 | -15.43 | 4.52 | | 2001 | -7.66 | 3.10 | -11.52 | 3.79 | | 2000 | -0.98 | 2.53 | 6.13 | 1.15 | | 1999 | N/A | N/A | N/A | -0.63 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 961 | 1335 | 71.99 | | 1-Month | 510 | 1379 | 36.98 | | 3-Month | 451 | 1368 | 32.97 | | 6-Month | 578 | 1346 | 42.94 | | 1-Year | 859 | 1318 | 65.17 | | 3-Year | 399 | 1124 | 35.50 | | 5-Year | 523 | 934 | 56.00 |
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0.22% Nasdaq 
Performance
