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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.94% | | 5-Year Average Return: | 1.74% | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -5.28% | |
Worst 1-Yr Total Return (2008): | -36.49% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMPAX | Category | Diff | Index* | Diff | | Year To Date | 28.94 | 23.00 | 5.94 | 17.05 | 11.89 | | 1-Month | -3.21 | -3.83 | 0.62 | -1.86 | -1.35 | | 3-Month | 7.88 | 6.04 | 1.84 | 5.48 | 2.4 | | 1-Year | 29.98 | 17.86 | 12.12 | 9.80 | 20.18 | | 3-Year | -7.14 | -6.76 | -0.38 | -7.02 | -0.12 | | 5-Year | 1.74 | 1.68 | 0.06 | 0.33 | 1.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.88 | 55.15 | 10.73 | 45.76 | 20.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.41 | -15.15 | 4.74 | -18.25 | 7.84 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMPAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.49 | -36.77 | 0.28 | | 2007 | | | -5.28 | 0.83 | -6.11 | | 2006 | | | N/A | 15.87 | N/A | | 2005 | | | N/A | 8.82 | N/A | | 2004 | | | N/A | 17.85 | N/A | | 2003 | | | N/A | 33.85 | N/A | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AMPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.16 | 22.03 | 24.28 | N/A | | 2008 | -8.64 | -4.43 | -7.33 | -21.51 | | 2007 | 4.16 | 4.17 | -6.05 | -7.09 | | 2006 | N/A | -2.10 | 6.54 | 7.01 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 50 | 424 | 11.79 | | 1-Month | 31 | 445 | 6.97 | | 3-Month | 22 | 440 | 5.00 | | 6-Month | 38 | 433 | 8.78 | | 1-Year | 27 | 419 | 6.44 | | 3-Year | 142 | 339 | 41.89 | | 5-Year | | 249 | N/A |
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0.01% Nasdaq 
0.22%
Performance
