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| Morningstar Return Rating: | Below average | | Year to Date Return: | 8.77% | | 5-Year Average Return: | 2.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.01% | |
Worst 1-Yr Total Return (2008): | -1.23% | |
Best 3-Yr Total Return (2005-7): | 2.59% | |
Worst 3-Yr Total Return (2006-8): | 1.87% |
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| 1-Year: | 3.18% | | 3-Year: | 2.99% | | 5-Year: | 2.70% | | 10-Year: | 4.25% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ARIBX | Category | Diff | Index* | Diff | | Year To Date | 8.77 | 13.54 | -4.77 | 6.24 | 2.53 | | 1-Month | 0.60 | 0.89 | -0.29 | 0.49 | 0.11 | | 3-Month | 3.29 | 4.14 | -0.85 | 2.60 | 0.69 | | 1-Year | 13.19 | 17.86 | -4.67 | 13.79 | -0.6 | | 3-Year | 3.92 | 4.54 | -0.62 | 6.35 | -2.43 | | 5-Year | 2.98 | 3.85 | -0.87 | 5.05 | -2.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.13 | 13.81 | -4.68 | 7.06 | 2.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.89 | 6.49 | -1.6 | 7.94 | -3.05 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.23 | -4.70 | 3.47 | | 2007 | | | 4.01 | 4.70 | -0.69 | | 2006 | | | 2.91 | 4.15 | -1.24 | | 2005 | | | 0.86 | 1.80 | -0.94 | | 2004 | | | 3.06 | 3.91 | -0.85 | | 2003 | | | 2.27 | 5.10 | -2.83 | | 2002 | | | 7.75 | 8.04 | -0.29 | | 2001 | | | 6.36 | 7.64 | -1.28 | | 2000 | | | 9.51 | 9.44 | 0.07 | | 1999 | | | -2.66 | -1.35 | -1.31 |
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| PAST QUARTERLY RETURNS (%) FOR
ARIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.88 | 4.05 | 4.84 | N/A | | 2008 | 0.74 | -0.51 | -1.51 | 0.05 | | 2007 | 0.99 | -0.92 | 1.91 | 2.01 | | 2006 | -1.06 | -0.69 | 3.65 | 1.05 | | 2005 | -0.85 | 2.43 | -1.04 | 0.35 | | 2004 | 2.54 | -3.03 | 2.86 | 0.78 | | 2003 | 1.22 | 1.77 | -0.90 | 0.17 | | 2002 | -0.76 | 3.43 | 4.23 | 0.71 | | 2001 | 2.78 | 0.03 | 3.78 | -0.31 | | 2000 | 1.93 | 0.50 | 2.72 | 4.06 | | 1999 | N/A | N/A | N/A | -0.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 863 | 1122 | 76.92 | | 1-Month | 686 | 1164 | 58.93 | | 3-Month | 634 | 1154 | 54.94 | | 6-Month | 725 | 1133 | 63.99 | | 1-Year | 733 | 1113 | 65.86 | | 3-Year | 578 | 957 | 60.40 | | 5-Year | 545 | 845 | 64.50 |
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0.22% Nasdaq 0.00%
0.03 (0.31%) 
Performance
