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| Morningstar Return Rating: | Above average | | Year to Date Return: | 55.53% | | 5-Year Average Return: | 1.61% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 21.79% | |
Worst 1-Yr Total Return (2008): | -52.94% | |
Best 3-Yr Total Return (2005-7): | 11.07% | |
Worst 3-Yr Total Return (2006-8): | -17.14% |
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| 1-Year: | 3.03% | | 3-Year: | -1.38% | | 5-Year: | 2.29% | | 10-Year: | -1.30% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMOCX | Category | Diff | Index* | Diff | | Year To Date | 55.53 | 24.15 | 31.38 | 17.05 | 38.48 | | 1-Month | -1.29 | -2.25 | 0.96 | -1.86 | 0.57 | | 3-Month | 8.94 | 4.52 | 4.42 | 5.48 | 3.46 | | 1-Year | 30.17 | 15.35 | 14.82 | 9.80 | 20.37 | | 3-Year | -3.42 | -4.95 | 1.53 | -7.02 | 3.6 | | 5-Year | 1.61 | 0.99 | 0.62 | 0.33 | 1.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.57 | 42.81 | 20.76 | 45.76 | 17.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.40 | -17.14 | -2.26 | -18.25 | -1.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMOCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.94 | -40.67 | -12.27 | | 2007 | | | 21.79 | 13.35 | 8.44 | | 2006 | | | -0.73 | 7.05 | -7.78 | | 2005 | | | 13.35 | 6.71 | 6.64 | | 2004 | | | 7.48 | 7.81 | -0.33 | | 2003 | | | 18.52 | 28.66 | -10.14 | | 2002 | | | -23.08 | -27.64 | 4.56 | | 2001 | | | -27.29 | -22.30 | -4.99 | | 2000 | | | -10.17 | -13.05 | 2.88 | | 1999 | | | 45.75 | 38.87 | 6.88 |
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| PAST QUARTERLY RETURNS (%) FOR
AMOCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.91 | 22.37 | 21.58 | N/A | | 2008 | -11.92 | 4.13 | -22.29 | -33.98 | | 2007 | 3.50 | 6.58 | 8.99 | 1.29 | | 2006 | -0.42 | -4.54 | -1.67 | 6.20 | | 2005 | -4.51 | 2.80 | 8.03 | 6.90 | | 2004 | 1.22 | -0.14 | -3.49 | 10.18 | | 2003 | -3.29 | 9.98 | 1.10 | 10.22 | | 2002 | -0.09 | -11.42 | -12.65 | -0.50 | | 2001 | -20.28 | -1.04 | -12.65 | 5.52 | | 2000 | 1.51 | -6.03 | 7.27 | -12.21 | | 1999 | N/A | N/A | N/A | 34.87 |
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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 | 737 | 1890 | 38.99 | | 3-Month | 56 | 1884 | 2.97 | | 6-Month | 73 | 1827 | 4.00 | | 1-Year | 39 | 1797 | 2.17 | | 3-Year | 348 | 1518 | 22.92 | | 5-Year | 328 | 1251 | 26.22 |
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