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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.78% | | 5-Year Average Return: | 1.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.71% | |
Worst 1-Yr Total Return (2008): | -37.64% | |
Best 3-Yr Total Return (2004-6): | 8.44% | |
Worst 3-Yr Total Return (2006-8): | -10.03% |
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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 | AMPFX | Category | Diff | Index* | Diff | | Year To Date | 27.78 | 24.15 | 3.63 | 17.05 | 10.73 | | 1-Month | -2.38 | -2.25 | -0.13 | -1.86 | -0.52 | | 3-Month | 4.84 | 4.52 | 0.32 | 5.48 | -0.64 | | 1-Year | 19.90 | 15.35 | 4.55 | 9.80 | 10.1 | | 3-Year | -4.50 | -4.95 | 0.45 | -7.02 | 2.52 | | 5-Year | 1.17 | 0.99 | 0.18 | 0.33 | 0.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.31 | 42.81 | 8.5 | 45.76 | 5.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.99 | -17.14 | 7.15 | -18.25 | 8.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMPFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.64 | -40.67 | 3.03 | | 2007 | | | 7.45 | 13.35 | -5.90 | | 2006 | | | 8.69 | 7.05 | 1.64 | | 2005 | | | 6.94 | 6.71 | 0.23 | | 2004 | | | 9.71 | 7.81 | 1.90 | | 2003 | | | 29.54 | 28.66 | 0.88 | | 2002 | | | -18.71 | -27.64 | 8.93 | | 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
AMPFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.00 | 18.63 | 16.14 | N/A | | 2008 | -9.98 | -4.65 | -6.29 | -22.47 | | 2007 | 2.06 | 5.97 | 2.75 | -3.32 | | 2006 | 3.26 | -2.54 | 2.53 | 5.34 | | 2005 | -2.74 | 3.10 | 2.38 | 4.17 | | 2004 | 2.62 | 1.80 | -3.03 | 8.29 | | 2003 | -0.85 | 15.54 | 2.76 | 10.04 | | 2002 | -0.31 | -11.32 | -14.38 | 7.40 | | 2001 | N/A | 8.31 | -15.47 | 13.07 | | 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 | 504 | 1802 | 27.97 | | 1-Month | 1285 | 1890 | 67.99 | | 3-Month | 1337 | 1884 | 70.97 | | 6-Month | 803 | 1827 | 43.95 | | 1-Year | 358 | 1797 | 19.92 | | 3-Year | 557 | 1518 | 36.69 | | 5-Year | 455 | 1251 | 36.37 |
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