|
| Morningstar Return Rating: | | | Year to Date Return: | 15.97% | | 5-Year Average Return: | 1.67% | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMRFX | Category | Diff | Index* | Diff | | Year To Date | 15.97 | 15.79 | 0.18 | 17.05 | -1.08 | | 1-Month | -1.01 | -2.21 | 1.2 | -1.86 | 0.85 | | 3-Month | 4.78 | 5.62 | -0.84 | 5.48 | -0.7 | | 1-Year | 11.58 | 9.52 | 2.06 | 9.80 | 1.78 | | 3-Year | -4.69 | -8.36 | 3.67 | -7.02 | 2.33 | | 5-Year | 1.67 | 0.18 | 1.49 | 0.33 | 1.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.38 | 46.84 | -9.46 | 45.76 | -8.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 14.04 | -16.40 | 30.44 | -18.25 | 32.29 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMRFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -37.09 | N/A | | 2007 | | | N/A | 1.42 | N/A | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
AMRFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.40 | 13.43 | 12.75 | N/A | | 2008 | N/A | N/A | N/A | -17.47 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 600 | 1335 | 44.94 | | 1-Month | 137 | 1379 | 9.93 | | 3-Month | 465 | 1368 | 33.99 | | 6-Month | 1036 | 1346 | 76.97 | | 1-Year | 490 | 1318 | 37.18 | | 3-Year | | 1124 | N/A | | 5-Year | | 934 | N/A |
|
|
|
|
|
0.18% Nasdaq 
0.42%
Performance
