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| Morningstar Return Rating: | High | | Year to Date Return: | 10.60% | | 5-Year Average Return: | 4.79% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.28% | |
Worst 1-Yr Total Return (2008): | 1.17% | |
Best 3-Yr Total Return (2005-7): | 4.04% | |
Worst 3-Yr Total Return (2004-6): | 3.24% |
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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 | AMSFX | Category | Diff | Index* | Diff | | Year To Date | 10.60 | 3.42 | 7.18 | 6.24 | 4.36 | | 1-Month | 1.07 | 0.37 | 0.7 | 0.49 | 0.58 | | 3-Month | 3.09 | 1.41 | 1.68 | 2.60 | 0.49 | | 1-Year | 14.41 | 6.18 | 8.23 | 13.79 | 0.62 | | 3-Year | 6.16 | 4.97 | 1.19 | 6.35 | -0.19 | | 5-Year | 4.79 | 3.80 | 0.99 | 5.05 | -0.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.03 | 2.96 | 6.07 | 7.06 | 1.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.96 | 5.15 | 5.81 | 7.94 | 3.02 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMSFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.17 | 4.80 | -3.63 | | 2007 | | | 6.28 | 5.87 | 0.41 | | 2006 | | | 3.83 | 3.67 | 0.16 | | 2005 | | | 2.04 | 1.26 | 0.78 | | 2004 | | | 3.87 | 1.46 | 2.41 | | 2003 | | | 2.34 | 1.45 | 0.89 | | 2002 | | | 7.82 | 6.85 | 0.97 | | 2001 | | | 7.68 | 7.26 | 0.42 | | 2000 | | | 11.10 | 8.30 | 2.80 | | 1999 | | | 1.19 | 1.49 | -0.30 |
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| PAST QUARTERLY RETURNS (%) FOR
AMSFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.32 | 3.12 | 3.71 | N/A | | 2008 | 2.50 | -1.50 | -1.50 | 1.73 | | 2007 | 1.16 | 0.08 | 2.06 | 2.87 | | 2006 | -0.33 | -0.20 | 3.15 | 1.20 | | 2005 | -0.18 | 1.79 | -0.15 | 0.57 | | 2004 | 1.80 | -1.39 | 2.41 | 1.04 | | 2003 | 0.88 | 0.57 | 0.21 | 0.67 | | 2002 | 0.87 | 3.13 | 2.35 | 1.27 | | 2001 | 2.68 | 0.74 | 4.25 | -0.14 | | 2000 | 1.49 | 2.17 | 3.20 | 3.83 | | 1999 | N/A | N/A | N/A | -0.04 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1 | 159 | 0.63 | | 1-Month | 1 | 163 | 0.61 | | 3-Month | 1 | 162 | 0.62 | | 6-Month | 1 | 161 | 0.62 | | 1-Year | 1 | 157 | 0.64 | | 3-Year | 11 | 150 | 7.33 | | 5-Year | 4 | 145 | 2.76 |
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0.89% Nasdaq 
0.04 (0.31%) 
Performance
