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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.93% | | 5-Year Average Return: | 0.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.83% | |
Worst 1-Yr Total Return (2008): | -38.17% | |
Best 3-Yr Total Return (2004-6): | 7.56% | |
Worst 3-Yr Total Return (2006-8): | -10.77% |
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| 1-Year: | -0.35% | | 3-Year: | -3.38% | | 5-Year: | 1.18% | | 10-Year: | 2.50% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMPCX | Category | Diff | Index* | Diff | | Year To Date | 26.93 | 24.15 | 2.78 | 17.05 | 9.88 | | 1-Month | -2.49 | -2.25 | -0.24 | -1.86 | -0.63 | | 3-Month | 4.61 | 4.52 | 0.09 | 5.48 | -0.87 | | 1-Year | 18.94 | 15.35 | 3.59 | 9.80 | 9.14 | | 3-Year | -5.29 | -4.95 | -0.34 | -7.02 | 1.73 | | 5-Year | 0.34 | 0.99 | -0.65 | 0.33 | 0.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.68 | 42.81 | 7.87 | 45.76 | 4.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.69 | -17.14 | 6.45 | -18.25 | 7.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMPCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.17 | -40.67 | 2.50 | | 2007 | | | 6.59 | 13.35 | -6.76 | | 2006 | | | 7.79 | 7.05 | 0.74 | | 2005 | | | 6.09 | 6.71 | -0.62 | | 2004 | | | 8.83 | 7.81 | 1.02 | | 2003 | | | 28.65 | 28.66 | -0.01 | | 2002 | | | -19.32 | -27.64 | 8.32 | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AMPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.15 | 18.32 | 15.98 | N/A | | 2008 | -10.19 | -4.84 | -6.44 | -22.67 | | 2007 | 1.82 | 5.77 | 2.57 | -3.50 | | 2006 | 3.05 | -2.75 | 2.30 | 5.15 | | 2005 | -2.94 | 2.91 | 2.18 | 3.95 | | 2004 | 2.38 | 1.61 | -3.23 | 8.10 | | 2003 | -1.02 | 15.38 | 2.54 | 9.85 | | 2002 | -0.44 | -11.53 | -14.52 | 7.15 | | 2001 | N/A | 7.93 | -15.62 | 12.84 | | 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 | 576 | 1802 | 31.96 | | 1-Month | 1266 | 1890 | 66.98 | | 3-Month | 1394 | 1884 | 73.99 | | 6-Month | 950 | 1827 | 52.00 | | 1-Year | 417 | 1797 | 23.21 | | 3-Year | 716 | 1518 | 47.17 | | 5-Year | 637 | 1251 | 50.92 |
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0.22% Nasdaq 0.00%
Performance
