|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 56.82% | | 5-Year Average Return: | 2.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.02% | |
Worst 1-Yr Total Return (2008): | -52.46% | |
Best 3-Yr Total Return (2005-7): | 12.18% | |
Worst 3-Yr Total Return (2006-8): | -16.30% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMODX | Category | Diff | Index* | Diff | | Year To Date | 56.82 | 24.15 | 32.67 | 17.05 | 39.77 | | 1-Month | -1.21 | -2.25 | 1.04 | -1.86 | 0.65 | | 3-Month | 9.20 | 4.52 | 4.68 | 5.48 | 3.72 | | 1-Year | 31.49 | 15.35 | 16.14 | 9.80 | 21.69 | | 3-Year | -2.44 | -4.95 | 2.51 | -7.02 | 4.58 | | 5-Year | 2.63 | 0.99 | 1.64 | 0.33 | 2.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 64.44 | 42.81 | 21.63 | 45.76 | 18.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.55 | -17.14 | -1.41 | -18.25 | -0.3 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMODX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.46 | -40.67 | -11.79 | | 2007 | | | 23.02 | 13.35 | 9.67 | | 2006 | | | 0.28 | 7.05 | -6.77 | | 2005 | | | 14.45 | 6.71 | 7.74 | | 2004 | | | 8.54 | 7.81 | 0.73 | | 2003 | | | 19.66 | 28.66 | -9.00 | | 2002 | | | -22.32 | -27.64 | 5.32 | | 2001 | | | -26.56 | -22.30 | -4.26 | | 2000 | | | -9.28 | -13.05 | 3.77 | | 1999 | | | 47.22 | 38.87 | 8.35 |
|
| PAST QUARTERLY RETURNS (%) FOR
AMODX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.16 | 22.70 | 21.85 | N/A | | 2008 | -11.69 | 4.38 | -22.09 | -33.81 | | 2007 | 3.78 | 6.81 | 9.28 | 1.56 | | 2006 | -0.18 | -4.29 | -1.43 | 6.48 | | 2005 | -4.26 | 3.02 | 8.26 | 7.18 | | 2004 | 1.44 | 0.13 | -3.22 | 10.42 | | 2003 | -3.02 | 10.22 | 1.32 | 10.50 | | 2002 | 0.04 | -11.13 | -12.44 | -0.21 | | 2001 | -20.09 | -0.77 | -12.45 | 5.78 | | 2000 | 1.74 | -5.77 | 7.52 | -11.99 | | 1999 | N/A | N/A | N/A | 35.22 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 18 | 1802 | 1.00 | | 1-Month | 699 | 1890 | 36.98 | | 3-Month | 37 | 1884 | 1.96 | | 6-Month | 54 | 1827 | 2.96 | | 1-Year | 33 | 1797 | 1.84 | | 3-Year | 211 | 1518 | 13.90 | | 5-Year | 184 | 1251 | 14.71 |
|
|
|
|
|
0.31% Nasdaq 
0.29%
Performance
