|
| Morningstar Return Rating: | Average | | Year to Date Return: | 26.94% | | 5-Year Average Return: | 0.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.91% | |
Worst 1-Yr Total Return (2008): | -38.15% | |
Best 3-Yr Total Return (2004-6): | 7.62% | |
Worst 3-Yr Total Return (2006-8): | -10.73% |
|
| 1-Year: | -4.31% | | 3-Year: | -4.50% | | 5-Year: | 0.88% | | 10-Year: | 2.56% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMPBX | Category | Diff | Index* | Diff | | Year To Date | 26.94 | 24.15 | 2.79 | 17.05 | 9.89 | | 1-Month | -2.47 | -2.25 | -0.22 | -1.86 | -0.61 | | 3-Month | 4.72 | 4.52 | 0.2 | 5.48 | -0.76 | | 1-Year | 19.01 | 15.35 | 3.66 | 9.80 | 9.21 | | 3-Year | -5.25 | -4.95 | -0.3 | -7.02 | 1.77 | | 5-Year | 0.39 | 0.99 | -0.6 | 0.33 | 0.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.63 | 42.81 | 7.82 | 45.76 | 4.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.75 | -17.14 | 6.39 | -18.25 | 7.5 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.15 | -40.67 | 2.52 | | 2007 | | | 6.69 | 13.35 | -6.66 | | 2006 | | | 7.80 | 7.05 | 0.75 | | 2005 | | | 6.17 | 6.71 | -0.54 | | 2004 | | | 8.91 | 7.81 | 1.10 | | 2003 | | | 28.69 | 28.66 | 0.03 | | 2002 | | | -19.31 | -27.64 | 8.33 | | 2001 | | | -5.78 | -22.30 | 16.52 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
AMPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.19 | 18.34 | 16.01 | N/A | | 2008 | -10.17 | -4.86 | -6.45 | -22.64 | | 2007 | 1.86 | 5.79 | 2.60 | -3.50 | | 2006 | 3.08 | -2.79 | 2.34 | 5.12 | | 2005 | -2.92 | 2.95 | 2.16 | 3.98 | | 2004 | 2.43 | 1.60 | -3.21 | 8.13 | | 2003 | -1.02 | 15.40 | 2.60 | 9.81 | | 2002 | -0.44 | -11.54 | -14.47 | 7.12 | | 2001 | -8.53 | 8.11 | -15.59 | 12.88 | | 2000 | N/A | -1.43 | 0.64 | 0.37 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 576 | 1802 | 31.96 | | 1-Month | 1285 | 1890 | 67.99 | | 3-Month | 1375 | 1884 | 72.98 | | 6-Month | 931 | 1827 | 50.96 | | 1-Year | 406 | 1797 | 22.59 | | 3-Year | 708 | 1518 | 46.64 | | 5-Year | 630 | 1251 | 50.36 |
|
|
|
|
|
1.00% Nasdaq 
Performance
