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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.06% | | 5-Year Average Return: | 6.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.24% | |
Worst 1-Yr Total Return (2008): | -11.42% | |
Best 3-Yr Total Return (2005-7): | 7.97% | |
Worst 3-Yr Total Return (2006-8): | 0.79% |
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| 1-Year: | 12.96% | | 3-Year: | 6.73% | | 5-Year: | 6.82% | | 10-Year: | 7.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ANACX | Category | Diff | Index* | Diff | | Year To Date | 22.06 | 14.19 | 7.87 | 6.24 | 15.82 | | 1-Month | 0.98 | 0.74 | 0.24 | 0.49 | 0.49 | | 3-Month | 5.08 | 5.11 | -0.03 | 2.60 | 2.48 | | 1-Year | 26.35 | 22.15 | 4.2 | 13.79 | 12.56 | | 3-Year | 6.47 | 6.75 | -0.28 | 6.35 | 0.12 | | 5-Year | 6.83 | 5.08 | 1.75 | 5.05 | 1.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.92 | 18.82 | 5.1 | 7.06 | 16.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.84 | 7.98 | -3.14 | 7.94 | -3.1 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ANACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.42 | -1.57 | -9.85 | | 2007 | | | 9.24 | 7.28 | 1.96 | | 2006 | | | 5.80 | 5.42 | 0.38 | | 2005 | | | 8.91 | -3.33 | 12.24 | | 2004 | | | 6.09 | 8.98 | -2.89 | | 2003 | | | 14.33 | 13.79 | 0.54 | | 2002 | | | 9.87 | 14.10 | -4.23 | | 2001 | | | -0.50 | 1.95 | -2.45 | | 2000 | | | 17.62 | 3.21 | 14.41 | | 1999 | | | 7.11 | -2.86 | 9.97 |
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| PAST QUARTERLY RETURNS (%) FOR
ANACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.06 | 11.23 | 8.60 | N/A | | 2008 | 0.73 | -1.73 | -5.08 | -5.72 | | 2007 | 2.00 | 1.48 | 3.75 | 1.73 | | 2006 | -0.40 | -2.19 | 4.48 | 3.95 | | 2005 | -1.55 | 6.81 | 2.22 | 1.32 | | 2004 | 3.98 | -5.72 | 4.89 | 3.18 | | 2003 | 3.51 | 9.38 | -0.14 | 1.12 | | 2002 | 0.80 | -1.70 | 5.52 | 5.09 | | 2001 | 1.31 | 3.56 | -1.04 | -4.16 | | 2000 | 8.09 | -0.79 | 5.25 | 4.21 | | 1999 | N/A | N/A | N/A | 1.65 |
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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 | 229 | 287 | 79.79 | | 6-Month | 73 | 282 | 25.89 | | 1-Year | 62 | 260 | 23.85 | | 3-Year | 96 | 188 | 51.06 | | 5-Year | 12 | 163 | 7.36 |
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0.00% Nasdaq 
0.31%
Performance
