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| Morningstar Return Rating: | Above average | | Year to Date Return: | 10.10% | | 5-Year Average Return: | 4.33% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.78% | |
Worst 1-Yr Total Return (2008): | 0.67% | |
Best 3-Yr Total Return (2005-7): | 3.63% | |
Worst 3-Yr Total Return (2004-6): | 2.84% |
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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 | AMSIX | Category | Diff | Index* | Diff | | Year To Date | 10.10 | 3.42 | 6.68 | 6.24 | 3.86 | | 1-Month | 0.96 | 0.37 | 0.59 | 0.49 | 0.47 | | 3-Month | 2.99 | 1.41 | 1.58 | 2.60 | 0.39 | | 1-Year | 13.89 | 6.18 | 7.71 | 13.79 | 0.1 | | 3-Year | 5.66 | 4.97 | 0.69 | 6.35 | -0.69 | | 5-Year | 4.33 | 3.80 | 0.53 | 5.05 | -0.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.85 | 2.96 | 5.89 | 7.06 | 1.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.52 | 5.15 | 5.37 | 7.94 | 2.58 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.67 | 4.80 | -4.13 | | 2007 | | | 5.78 | 5.87 | -0.09 | | 2006 | | | 3.39 | 3.67 | -0.28 | | 2005 | | | 1.75 | 1.26 | 0.49 | | 2004 | | | 3.40 | 1.46 | 1.94 | | 2003 | | | 2.02 | 1.45 | 0.57 | | 2002 | | | 7.16 | 6.85 | 0.31 | | 2001 | | | 7.13 | 7.26 | -0.13 | | 2000 | | | 10.58 | 8.30 | 2.28 | | 1999 | | | 0.69 | 1.49 | -0.80 |
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| PAST QUARTERLY RETURNS (%) FOR
AMSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.10 | 3.09 | 3.61 | N/A | | 2008 | 2.30 | -1.62 | -1.55 | 1.60 | | 2007 | 0.96 | 0.06 | 1.85 | 2.82 | | 2006 | -0.50 | -0.31 | 3.09 | 1.11 | | 2005 | -0.37 | 1.67 | -0.11 | 0.56 | | 2004 | 1.68 | -1.51 | 2.29 | 0.92 | | 2003 | 1.00 | 0.35 | 0.09 | 0.56 | | 2002 | 0.75 | 3.08 | 2.21 | 0.95 | | 2001 | 2.55 | 0.62 | 4.03 | -0.19 | | 2000 | 1.36 | 2.05 | 3.08 | 3.70 | | 1999 | N/A | N/A | N/A | -0.16 |
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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 | 3 | 163 | 1.84 | | 3-Month | 1 | 162 | 0.62 | | 6-Month | 3 | 161 | 1.86 | | 1-Year | 2 | 157 | 1.27 | | 3-Year | 41 | 150 | 27.33 | | 5-Year | 25 | 145 | 17.24 |
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0.22% Nasdaq 
0.02 (0.15%) 
Performance
