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| Morningstar Return Rating: | Low | | Year to Date Return: | 16.61% | | 5-Year Average Return: | -0.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.15% | |
Worst 1-Yr Total Return (2008): | -37.20% | |
Best 3-Yr Total Return (2004-6): | 8.02% | |
Worst 3-Yr Total Return (2006-8): | -8.91% |
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| 1-Year: | -11.48% | | 3-Year: | -7.49% | | 5-Year: | -1.23% | | 10-Year: | -3.24% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMRNX | Category | Diff | Index* | Diff | | Year To Date | 16.61 | 18.65 | -2.04 | 17.05 | -0.44 | | 1-Month | -2.17 | -2.18 | 0.01 | -1.86 | -0.31 | | 3-Month | 5.00 | 5.08 | -0.08 | 5.48 | -0.48 | | 1-Year | 10.43 | 11.86 | -1.43 | 9.80 | 0.63 | | 3-Year | -7.35 | -6.78 | -0.57 | -7.02 | -0.33 | | 5-Year | -0.70 | 0.49 | -1.19 | 0.33 | -1.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.46 | 45.26 | -1.8 | 45.76 | -2.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.36 | -15.99 | -2.37 | -18.25 | -0.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMRNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.20 | -37.79 | 0.59 | | 2007 | | | 5.42 | 6.16 | -0.74 | | 2006 | | | 14.15 | 14.17 | -0.02 | | 2005 | | | 2.08 | 5.88 | -3.80 | | 2004 | | | 8.18 | 10.02 | -1.84 | | 2003 | | | 27.02 | 27.05 | -0.03 | | 2002 | | | -25.72 | -22.25 | -3.47 | | 2001 | | | -25.13 | -13.50 | -11.63 | | 2000 | | | -8.25 | -6.31 | -1.94 | | 1999 | | | 24.49 | 20.16 | 4.33 |
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| PAST QUARTERLY RETURNS (%) FOR
AMRNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.93 | 15.08 | 15.00 | N/A | | 2008 | -10.78 | -3.04 | -7.86 | -21.21 | | 2007 | 0.43 | 7.16 | 3.01 | -4.91 | | 2006 | 3.55 | 0.14 | 3.43 | 6.44 | | 2005 | -1.91 | 0.76 | 1.46 | 1.80 | | 2004 | 0.77 | 1.56 | -2.51 | 8.44 | | 2003 | -3.24 | 13.34 | 3.25 | 12.17 | | 2002 | -1.67 | -14.71 | -16.86 | 6.53 | | 2001 | -15.36 | -0.06 | -19.24 | 9.59 | | 2000 | 1.92 | -3.64 | 4.26 | -10.39 | | 1999 | N/A | N/A | N/A | 18.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1288 | 2013 | 63.98 | | 1-Month | 928 | 2110 | 43.98 | | 3-Month | 543 | 2090 | 25.98 | | 6-Month | 1495 | 2049 | 72.96 | | 1-Year | 934 | 1999 | 46.72 | | 3-Year | 872 | 1694 | 51.48 | | 5-Year | 839 | 1352 | 62.06 |
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0.01% Nasdaq 
0.22%
Performance
