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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.05% | | 5-Year Average Return: | -0.73% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.95% | |
Worst 1-Yr Total Return (2008): | -34.20% | |
Best 3-Yr Total Return (2004-6): | 6.52% | |
Worst 3-Yr Total Return (2006-8): | -7.93% |
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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 | AMSTX | Category | Diff | Index* | Diff | | Year To Date | 20.05 | 15.79 | 4.26 | 17.05 | 3 | | 1-Month | -0.72 | -2.21 | 1.49 | -1.86 | 1.14 | | 3-Month | 5.52 | 5.62 | -0.1 | 5.48 | 0.04 | | 1-Year | 9.54 | 9.52 | 0.02 | 9.80 | -0.26 | | 3-Year | -6.51 | -8.36 | 1.85 | -7.02 | 0.51 | | 5-Year | -0.73 | 0.18 | -0.91 | 0.33 | -1.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.32 | 46.84 | -0.52 | 45.76 | 0.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.26 | -16.40 | 3.14 | -18.25 | 4.99 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMSTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.20 | -37.09 | 2.89 | | 2007 | | | 0.54 | 1.42 | -0.88 | | 2006 | | | 17.95 | 18.15 | -0.20 | | 2005 | | | -2.88 | 5.95 | -8.83 | | 2004 | | | 5.52 | 12.97 | -7.45 | | 2003 | | | 21.27 | 28.44 | -7.17 | | 2002 | | | -16.00 | -18.69 | 2.69 | | 2001 | | | 1.25 | -4.99 | 6.24 | | 2000 | | | 20.70 | 7.87 | 12.83 | | 1999 | | | 2.73 | 6.72 | -3.99 |
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| PAST QUARTERLY RETURNS (%) FOR
AMSTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.98 | 17.19 | 14.63 | N/A | | 2008 | -8.85 | -5.30 | -2.81 | -21.56 | | 2007 | -1.62 | 7.61 | 0.17 | -5.19 | | 2006 | 4.13 | 0.87 | 6.30 | 5.63 | | 2005 | -2.69 | 0.53 | -1.24 | 0.51 | | 2004 | -0.74 | 1.07 | -1.80 | 7.09 | | 2003 | -5.24 | 14.76 | 0.72 | 10.72 | | 2002 | 3.17 | -9.86 | -18.45 | 10.76 | | 2001 | 0.32 | 4.51 | -10.10 | 7.42 | | 2000 | 1.05 | -2.03 | 14.41 | 6.55 | | 1999 | N/A | N/A | N/A | 0.42 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 293 | 1335 | 21.95 | | 1-Month | 151 | 1379 | 10.95 | | 3-Month | 506 | 1368 | 36.99 | | 6-Month | 699 | 1346 | 51.93 | | 1-Year | 366 | 1318 | 27.77 | | 3-Year | 210 | 1124 | 18.68 | | 5-Year | 531 | 934 | 56.85 |
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0.14% Nasdaq 
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Performance
