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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.72% | | 5-Year Average Return: | 1.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.24% | |
Worst 1-Yr Total Return (2008): | -30.04% | |
Best 3-Yr Total Return (2004-6): | 10.54% | |
Worst 3-Yr Total Return (2006-8): | -5.64% |
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| 1-Year: | -9.09% | | 3-Year: | -5.22% | | 5-Year: | 0.76% | | 10-Year: | 3.02% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMRMX | Category | Diff | Index* | Diff | | Year To Date | 15.72 | 15.79 | -0.07 | 17.05 | -1.33 | | 1-Month | -1.06 | -2.21 | 1.15 | -1.86 | 0.8 | | 3-Month | 4.71 | 5.62 | -0.91 | 5.48 | -0.77 | | 1-Year | 11.27 | 9.52 | 1.75 | 9.80 | 1.47 | | 3-Year | -4.78 | -8.36 | 3.58 | -7.02 | 2.24 | | 5-Year | 1.61 | 0.18 | 1.43 | 0.33 | 1.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.16 | 46.84 | -9.68 | 45.76 | -8.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.99 | -16.40 | 3.41 | -18.25 | 5.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMRMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.04 | -37.09 | 7.05 | | 2007 | | | 3.32 | 1.42 | 1.90 | | 2006 | | | 16.24 | 18.15 | -1.91 | | 2005 | | | 4.94 | 5.95 | -1.01 | | 2004 | | | 10.74 | 12.97 | -2.23 | | 2003 | | | 23.32 | 28.44 | -5.12 | | 2002 | | | -12.18 | -18.69 | 6.51 | | 2001 | | | 6.67 | -4.99 | 11.66 | | 2000 | | | 9.12 | 7.87 | 1.25 | | 1999 | | | -0.12 | 6.72 | -6.84 |
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| PAST QUARTERLY RETURNS (%) FOR
AMRMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.47 | 13.40 | 12.67 | N/A | | 2008 | -7.23 | -1.82 | -6.87 | -17.52 | | 2007 | 1.74 | 6.31 | 0.00 | -4.47 | | 2006 | 3.84 | 0.38 | 4.36 | 6.86 | | 2005 | -0.87 | 1.33 | 2.51 | 1.91 | | 2004 | 1.52 | 1.79 | 0.28 | 6.87 | | 2003 | -3.70 | 13.05 | 2.14 | 10.90 | | 2002 | 3.62 | -6.29 | -15.73 | 7.33 | | 2001 | -0.20 | 5.29 | -5.30 | 7.20 | | 2000 | -1.94 | -2.02 | 6.30 | 6.86 | | 1999 | N/A | N/A | N/A | -0.74 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 627 | 1335 | 46.97 | | 1-Month | 151 | 1379 | 10.95 | | 3-Month | 492 | 1368 | 35.96 | | 6-Month | 1049 | 1346 | 77.93 | | 1-Year | 505 | 1318 | 38.32 | | 3-Year | 99 | 1124 | 8.81 | | 5-Year | 161 | 934 | 17.24 |
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0.34% Nasdaq 
Performance
