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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.84% | | 5-Year Average Return: | 7.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.90% | |
Worst 1-Yr Total Return (2008): | -10.71% | |
Best 3-Yr Total Return (2005-7): | 8.72% | |
Worst 3-Yr Total Return (2006-8): | 1.50% |
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| 1-Year: | 9.79% | | 3-Year: | 5.91% | | 5-Year: | 6.66% | | 10-Year: | 8.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ANAGX | Category | Diff | Index* | Diff | | Year To Date | 22.84 | 14.19 | 8.65 | 6.24 | 16.6 | | 1-Month | 1.17 | 0.74 | 0.43 | 0.49 | 0.68 | | 3-Month | 5.42 | 5.11 | 0.31 | 2.60 | 2.82 | | 1-Year | 27.32 | 22.15 | 5.17 | 13.79 | 13.53 | | 3-Year | 7.25 | 6.75 | 0.5 | 6.35 | 0.9 | | 5-Year | 7.60 | 5.08 | 2.52 | 5.05 | 2.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.33 | 18.82 | 5.51 | 7.06 | 17.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.73 | 7.98 | -2.25 | 7.94 | -2.21 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ANAGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.71 | -1.57 | -9.14 | | 2007 | | | 9.90 | 7.28 | 2.62 | | 2006 | | | 6.57 | 5.42 | 1.15 | | 2005 | | | 9.71 | -3.33 | 13.04 | | 2004 | | | 6.87 | 8.98 | -2.11 | | 2003 | | | 15.13 | 13.79 | 1.34 | | 2002 | | | 10.69 | 14.10 | -3.41 | | 2001 | | | 0.31 | 1.95 | -1.64 | | 2000 | | | 18.47 | 3.21 | 15.26 | | 1999 | | | 7.86 | -2.86 | 10.72 |
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| PAST QUARTERLY RETURNS (%) FOR
ANAGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.25 | 11.29 | 8.83 | N/A | | 2008 | 1.07 | -1.60 | -4.93 | -5.56 | | 2007 | 2.05 | 1.66 | 4.08 | 1.79 | | 2006 | -0.35 | -1.89 | 4.67 | 4.14 | | 2005 | -1.39 | 7.01 | 2.42 | 1.51 | | 2004 | 4.03 | -5.44 | 4.95 | 3.51 | | 2003 | 3.55 | 9.59 | 0.02 | 1.43 | | 2002 | 0.82 | -1.37 | 5.72 | 5.29 | | 2001 | 1.48 | 3.88 | -0.87 | -4.00 | | 2000 | 8.31 | -0.63 | 5.44 | 4.40 | | 1999 | N/A | N/A | N/A | 1.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 29 | 272 | 10.66 | | 1-Month | 256 | 292 | 87.67 | | 3-Month | 223 | 287 | 77.70 | | 6-Month | 64 | 282 | 22.70 | | 1-Year | 58 | 260 | 22.31 | | 3-Year | 79 | 188 | 42.02 | | 5-Year | 9 | 163 | 5.52 |
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0.83% Nasdaq 0.00%
Performance
