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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.14% | | 5-Year Average Return: | 6.84% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.25% | |
Worst 1-Yr Total Return (2008): | -11.34% | |
Best 3-Yr Total Return (2005-7): | 7.93% | |
Worst 3-Yr Total Return (2006-8): | 0.82% |
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| 1-Year: | 11.02% | | 3-Year: | 6.45% | | 5-Year: | 6.86% | | 10-Year: | 7.87% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ANABX | Category | Diff | Index* | Diff | | Year To Date | 22.14 | 14.19 | 7.95 | 6.24 | 15.9 | | 1-Month | 0.98 | 0.74 | 0.24 | 0.49 | 0.49 | | 3-Month | 5.23 | 5.11 | 0.12 | 2.60 | 2.63 | | 1-Year | 26.45 | 22.15 | 4.3 | 13.79 | 12.66 | | 3-Year | 6.49 | 6.75 | -0.26 | 6.35 | 0.14 | | 5-Year | 6.84 | 5.08 | 1.76 | 5.05 | 1.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.99 | 18.82 | 5.17 | 7.06 | 16.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.87 | 7.98 | -3.11 | 7.94 | -3.07 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ANABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.34 | -1.57 | -9.77 | | 2007 | | | 9.25 | 7.28 | 1.97 | | 2006 | | | 5.80 | 5.42 | 0.38 | | 2005 | | | 8.79 | -3.33 | 12.12 | | 2004 | | | 6.11 | 8.98 | -2.87 | | 2003 | | | 14.37 | 13.79 | 0.58 | | 2002 | | | 9.89 | 14.10 | -4.21 | | 2001 | | | -0.78 | 1.95 | -2.73 | | 2000 | | | 17.79 | 3.21 | 14.58 | | 1999 | | | 6.96 | -2.86 | 9.82 |
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| PAST QUARTERLY RETURNS (%) FOR
ANABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.08 | 11.25 | 8.63 | N/A | | 2008 | 0.85 | -1.73 | -5.09 | -5.73 | | 2007 | 2.00 | 1.48 | 3.89 | 1.60 | | 2006 | -0.41 | -2.07 | 4.48 | 3.82 | | 2005 | -1.56 | 6.82 | 2.23 | 1.20 | | 2004 | 3.86 | -5.62 | 4.77 | 3.33 | | 2003 | 3.52 | 9.41 | -0.27 | 1.26 | | 2002 | 0.80 | -1.71 | 5.53 | 5.10 | | 2001 | 1.31 | 3.56 | -1.04 | -4.43 | | 2000 | 8.24 | -0.79 | 5.25 | 4.21 | | 1999 | N/A | N/A | N/A | 1.51 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 35 | 272 | 12.87 | | 1-Month | 248 | 292 | 84.93 | | 3-Month | 226 | 287 | 78.75 | | 6-Month | 70 | 282 | 24.82 | | 1-Year | 63 | 260 | 24.23 | | 3-Year | 95 | 188 | 50.53 | | 5-Year | 11 | 163 | 6.75 |
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1.23% Nasdaq 
Performance
