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| Morningstar Return Rating: | Average | | Year to Date Return: | 56.56% | | 5-Year Average Return: | 2.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.73% | |
Worst 1-Yr Total Return (2008): | -52.59% | |
Best 3-Yr Total Return (2005-7): | 11.91% | |
Worst 3-Yr Total Return (2006-8): | -16.51% |
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| 1-Year: | -0.69% | | 3-Year: | -2.41% | | 5-Year: | 1.95% | | 10-Year: | -1.09% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMOAX | Category | Diff | Index* | Diff | | Year To Date | 56.56 | 24.15 | 32.41 | 17.05 | 39.51 | | 1-Month | -1.21 | -2.25 | 1.04 | -1.86 | 0.65 | | 3-Month | 9.15 | 4.52 | 4.63 | 5.48 | 3.67 | | 1-Year | 31.18 | 15.35 | 15.83 | 9.80 | 21.38 | | 3-Year | -2.68 | -4.95 | 2.27 | -7.02 | 4.34 | | 5-Year | 2.38 | 0.99 | 1.39 | 0.33 | 2.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 64.24 | 42.81 | 21.43 | 45.76 | 18.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.74 | -17.14 | -1.6 | -18.25 | -0.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMOAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.59 | -40.67 | -11.92 | | 2007 | | | 22.73 | 13.35 | 9.38 | | 2006 | | | 0.00 | 7.05 | -7.05 | | 2005 | | | 14.21 | 6.71 | 7.50 | | 2004 | | | 8.29 | 7.81 | 0.48 | | 2003 | | | 19.44 | 28.66 | -9.22 | | 2002 | | | -22.50 | -27.64 | 5.14 | | 2001 | | | -26.72 | -22.30 | -4.42 | | 2000 | | | -9.51 | -13.05 | 3.54 | | 1999 | | | 46.94 | 38.87 | 8.07 |
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| PAST QUARTERLY RETURNS (%) FOR
AMOAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.10 | 22.65 | 21.78 | N/A | | 2008 | -11.74 | 4.34 | -22.14 | -33.86 | | 2007 | 3.73 | 6.77 | 9.19 | 1.48 | | 2006 | -0.25 | -4.35 | -1.47 | 6.37 | | 2005 | -4.34 | 3.00 | 8.23 | 7.10 | | 2004 | 1.42 | 0.04 | -3.28 | 10.35 | | 2003 | -3.02 | 10.16 | 1.24 | 10.43 | | 2002 | 0.04 | -11.24 | -12.44 | -0.32 | | 2001 | -20.11 | -0.82 | -12.53 | 5.73 | | 2000 | 1.68 | -5.84 | 7.46 | -12.06 | | 1999 | N/A | N/A | N/A | 35.14 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 18 | 1802 | 1.00 | | 1-Month | 718 | 1890 | 37.99 | | 3-Month | 56 | 1884 | 2.97 | | 6-Month | 54 | 1827 | 2.96 | | 1-Year | 35 | 1797 | 1.95 | | 3-Year | 238 | 1518 | 15.68 | | 5-Year | 211 | 1251 | 16.87 |
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0.16% Nasdaq 
0.14%
Performance
