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| Morningstar Return Rating: | Average | | Year to Date Return: | 55.62% | | 5-Year Average Return: | 1.61% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 21.81% | |
Worst 1-Yr Total Return (2008): | -52.96% | |
Best 3-Yr Total Return (2005-7): | 11.07% | |
Worst 3-Yr Total Return (2006-8): | -17.14% |
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| 1-Year: | -0.96% | | 3-Year: | -2.38% | | 5-Year: | 1.91% | | 10-Year: | -1.28% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMOBX | Category | Diff | Index* | Diff | | Year To Date | 55.62 | 24.15 | 31.47 | 17.05 | 38.57 | | 1-Month | -1.28 | -2.25 | 0.97 | -1.86 | 0.58 | | 3-Month | 8.95 | 4.52 | 4.43 | 5.48 | 3.47 | | 1-Year | 30.22 | 15.35 | 14.87 | 9.80 | 20.42 | | 3-Year | -3.41 | -4.95 | 1.54 | -7.02 | 3.61 | | 5-Year | 1.61 | 0.99 | 0.62 | 0.33 | 1.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.46 | 42.81 | 20.65 | 45.76 | 17.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.36 | -17.14 | -2.22 | -18.25 | -1.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.96 | -40.67 | -12.29 | | 2007 | | | 21.81 | 13.35 | 8.46 | | 2006 | | | -0.73 | 7.05 | -7.78 | | 2005 | | | 13.31 | 6.71 | 6.60 | | 2004 | | | 7.45 | 7.81 | -0.36 | | 2003 | | | 18.49 | 28.66 | -10.17 | | 2002 | | | -23.09 | -27.64 | 4.55 | | 2001 | | | -27.30 | -22.30 | -5.00 | | 2000 | | | -9.93 | -13.05 | 3.12 | | 1999 | | | 46.12 | 38.87 | 7.25 |
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| PAST QUARTERLY RETURNS (%) FOR
AMOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.92 | 22.41 | 21.58 | N/A | | 2008 | -11.89 | 4.13 | -22.31 | -34.00 | | 2007 | 3.51 | 6.59 | 9.01 | 1.28 | | 2006 | -0.42 | -4.53 | -1.65 | 6.18 | | 2005 | -4.51 | 2.77 | 8.04 | 6.87 | | 2004 | 1.21 | -0.14 | -3.50 | 10.17 | | 2003 | -3.26 | 9.93 | 1.09 | 10.22 | | 2002 | -0.17 | -11.39 | -12.62 | -0.49 | | 2001 | -20.28 | -1.03 | -12.67 | 5.51 | | 2000 | 1.60 | -5.96 | 7.33 | -12.17 | | 1999 | N/A | N/A | N/A | 34.93 |
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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 | 756 | 1890 | 40.00 | | 3-Month | 56 | 1884 | 2.97 | | 6-Month | 73 | 1827 | 4.00 | | 1-Year | 41 | 1797 | 2.28 | | 3-Year | 349 | 1518 | 22.99 | | 5-Year | 332 | 1251 | 26.54 |
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0.22% Nasdaq 
Performance
