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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.12% | | 5-Year Average Return: | 0.54% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.80% | |
Worst 1-Yr Total Return (2008): | -36.45% | |
Best 3-Yr Total Return (2004-6): | 14.14% | |
Worst 3-Yr Total Return (2006-8): | -8.21% |
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| 1-Year: | -13.72% | | 3-Year: | -8.25% | | 5-Year: | 0.25% | | 10-Year: | 1.18% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMWYX | Category | Diff | Index* | Diff | | Year To Date | 12.12 | 15.79 | -3.67 | 17.05 | -4.93 | | 1-Month | -3.10 | -2.21 | -0.89 | -1.86 | -1.24 | | 3-Month | 4.45 | 5.62 | -1.17 | 5.48 | -1.03 | | 1-Year | 8.15 | 9.52 | -1.37 | 9.80 | -1.65 | | 3-Year | -8.66 | -8.36 | -0.3 | -7.02 | -1.64 | | 5-Year | 0.54 | 0.18 | 0.36 | 0.33 | 0.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.87 | 46.84 | -1.97 | 45.76 | -0.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.03 | -16.40 | -2.63 | -18.25 | -0.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMWYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.45 | -37.09 | 0.64 | | 2007 | | | 2.43 | 1.42 | 1.01 | | 2006 | | | 18.80 | 18.15 | 0.65 | | 2005 | | | 8.47 | 5.95 | 2.52 | | 2004 | | | 15.40 | 12.97 | 2.43 | | 2003 | | | 28.37 | 28.44 | -0.07 | | 2002 | | | -17.87 | -18.69 | 0.82 | | 2001 | | | -7.05 | -4.99 | -2.06 | | 2000 | | | 13.82 | 7.87 | 5.95 | | 1999 | | | -6.71 | 6.72 | -13.43 |
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| PAST QUARTERLY RETURNS (%) FOR
AMWYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.51 | 16.57 | 16.10 | N/A | | 2008 | -10.05 | -0.59 | -9.93 | -21.09 | | 2007 | 1.43 | 5.83 | -0.76 | -3.85 | | 2006 | 4.39 | 0.44 | 4.41 | 8.51 | | 2005 | 0.37 | 3.09 | 4.44 | 0.38 | | 2004 | 2.41 | 0.00 | 2.07 | 10.40 | | 2003 | -5.58 | 17.52 | 1.13 | 14.38 | | 2002 | 1.31 | -10.52 | -17.71 | 10.10 | | 2001 | -6.18 | 4.44 | -11.52 | 7.22 | | 2000 | 4.08 | -5.67 | 11.40 | 4.06 | | 1999 | N/A | N/A | N/A | -4.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 760 | 1335 | 56.93 | | 1-Month | 841 | 1379 | 60.99 | | 3-Month | 656 | 1368 | 47.95 | | 6-Month | 753 | 1346 | 55.94 | | 1-Year | 473 | 1318 | 35.89 | | 3-Year | 444 | 1124 | 39.50 | | 5-Year | 297 | 934 | 31.80 |
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0.22% Nasdaq 
Performance
