|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 9.71% | | 5-Year Average Return: | 5.06% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.72% | |
Worst 1-Yr Total Return (2005): | 1.81% | |
Best 3-Yr Total Return (2006-8): | 4.65% | |
Worst 3-Yr Total Return (2004-6): | 2.90% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ARIFX | Category | Diff | Index* | Diff | | Year To Date | 9.71 | 13.54 | -3.83 | 6.24 | 3.47 | | 1-Month | 0.95 | 0.89 | 0.06 | 0.49 | 0.46 | | 3-Month | 3.06 | 4.14 | -1.08 | 2.60 | 0.46 | | 1-Year | 13.92 | 17.86 | -3.94 | 13.79 | 0.13 | | 3-Year | 6.76 | 4.54 | 2.22 | 6.35 | 0.41 | | 5-Year | 5.06 | 3.85 | 1.21 | 5.05 | 0.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.20 | 13.81 | -5.61 | 7.06 | 1.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.68 | 6.49 | 3.19 | 7.94 | 1.74 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARIFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.35 | -4.70 | 9.05 | | 2007 | | | 5.72 | 4.70 | 1.02 | | 2006 | | | 3.89 | 4.15 | -0.26 | | 2005 | | | 1.81 | 1.80 | 0.01 | | 2004 | | | 3.00 | 3.91 | -0.91 | | 2003 | | | 3.68 | 5.10 | -1.42 | | 2002 | | | 8.96 | 8.04 | 0.92 | | 2001 | | | 7.59 | 7.64 | -0.05 | | 2000 | | | 8.83 | 9.44 | -0.61 | | 1999 | | | -0.57 | -1.35 | 0.78 |
|
| PAST QUARTERLY RETURNS (%) FOR
ARIFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.81 | 3.82 | 3.83 | N/A | | 2008 | 2.23 | -0.47 | 0.34 | 2.20 | | 2007 | 1.35 | -0.54 | 2.38 | 2.44 | | 2006 | -0.64 | -0.04 | 3.46 | 1.11 | | 2005 | -0.46 | 2.47 | -0.77 | 0.59 | | 2004 | 2.08 | -2.45 | 2.69 | 0.73 | | 2003 | 1.62 | 2.27 | -0.30 | 0.07 | | 2002 | -1.13 | 3.40 | 5.81 | 0.73 | | 2001 | 3.04 | 0.28 | 4.11 | 0.01 | | 2000 | 1.52 | 0.72 | 2.75 | 3.58 | | 1999 | N/A | N/A | N/A | -0.09 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 751 | 1122 | 66.93 | | 1-Month | 349 | 1164 | 29.98 | | 3-Month | 703 | 1154 | 60.92 | | 6-Month | 804 | 1133 | 70.96 | | 1-Year | 644 | 1113 | 57.86 | | 3-Year | 109 | 957 | 11.39 | | 5-Year | 132 | 845 | 15.62 |
|
|
|
|
|
1.04% Nasdaq 
0.01 (0.09%) 
Performance
