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| Morningstar Return Rating: | Low | | Year to Date Return: | 0.15% | | 5-Year Average Return: | -5.26% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2004): | 21.30% | |
Worst 1-Yr Total Return (2008): | -29.60% | |
Best 3-Yr Total Return (2004-6): | 10.56% | |
Worst 3-Yr Total Return (2006-8): | -11.70% |
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| 1-Year: | -22.27% | | 3-Year: | -13.84% | | 5-Year: | -4.88% | | 10-Year: | 5.37% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMRRX | Category | Diff | Index* | Diff | | Year To Date | 0.15 | 19.13 | -18.98 | 17.05 | -16.9 | | 1-Month | -5.34 | -5.65 | 0.31 | -1.86 | -3.48 | | 3-Month | 1.52 | 2.75 | -1.23 | 5.48 | -3.96 | | 1-Year | -6.54 | 11.45 | -17.99 | 9.80 | -16.34 | | 3-Year | -14.91 | -8.46 | -6.45 | -7.02 | -7.89 | | 5-Year | -5.26 | 0.52 | -5.78 | 0.33 | -5.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.53 | 57.02 | -19.49 | 45.76 | -8.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.91 | -18.27 | -7.64 | -18.25 | -7.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMRRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.60 | -36.56 | 6.96 | | 2007 | | | -13.49 | -1.10 | -12.39 | | 2006 | | | 13.03 | 15.03 | -2.00 | | 2005 | | | -1.44 | 6.75 | -8.19 | | 2004 | | | 21.30 | 18.94 | 2.36 | | 2003 | | | 38.62 | 43.41 | -4.79 | | 2002 | | | -10.75 | -16.22 | 5.47 | | 2001 | | | 17.03 | 8.92 | 8.11 | | 2000 | | | 33.22 | 11.89 | 21.33 | | 1999 | | | 7.65 | 19.95 | -12.30 |
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| PAST QUARTERLY RETURNS (%) FOR
AMRRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -18.75 | 11.49 | 16.79 | N/A | | 2008 | -8.24 | 0.70 | -1.99 | -22.26 | | 2007 | 0.63 | 1.41 | -8.81 | -7.03 | | 2006 | 13.97 | -4.18 | -1.46 | 5.03 | | 2005 | -3.21 | 0.20 | 3.22 | -1.53 | | 2004 | 4.91 | 1.50 | -0.76 | 14.78 | | 2003 | -5.80 | 19.02 | 8.62 | 13.83 | | 2002 | 10.86 | -4.41 | -17.88 | 2.56 | | 2001 | -0.80 | 11.81 | -11.50 | 19.22 | | 2000 | 4.94 | 3.72 | 9.75 | 11.52 | | 1999 | N/A | N/A | N/A | 6.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 628 | 641 | 97.97 | | 1-Month | 225 | 662 | 33.99 | | 3-Month | 273 | 652 | 41.87 | | 6-Month | 588 | 647 | 90.88 | | 1-Year | 523 | 630 | 83.02 | | 3-Year | 432 | 553 | 78.12 | | 5-Year | 369 | 452 | 81.64 |
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0.18% Nasdaq 
0.42%
Performance
