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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.41% | | 5-Year Average Return: | -0.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.65% | |
Worst 1-Yr Total Return (2008): | -17.85% | |
Best 3-Yr Total Return (2005-7): | 2.21% | |
Worst 3-Yr Total Return (2006-8): | -4.84% |
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| 1-Year: | -7.43% | | 3-Year: | -3.17% | | 5-Year: | -0.63% | | 10-Year: | 1.42% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ARMBX | Category | Diff | Index* | Diff | | Year To Date | 13.41 | 5.78 | 7.63 | 7.61 | 5.8 | | 1-Month | 0.06 | 0.16 | -0.1 | 1.29 | -1.23 | | 3-Month | 3.00 | 1.13 | 1.87 | 2.86 | 0.14 | | 1-Year | 12.47 | 5.67 | 6.8 | 11.63 | 0.84 | | 3-Year | -1.84 | 0.80 | -2.64 | 6.40 | -8.24 | | 5-Year | -0.07 | 1.83 | -1.9 | 5.49 | -5.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.79 | 4.17 | 4.62 | 7.06 | 1.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.16 | -0.10 | -5.06 | 7.94 | -13.1 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.85 | -7.89 | -9.96 | | 2007 | | | 1.18 | 2.42 | -1.24 | | 2006 | | | 3.65 | 4.70 | -1.05 | | 2005 | | | 1.81 | 2.53 | -0.72 | | 2004 | | | 0.98 | 1.27 | -0.29 | | 2003 | | | 0.58 | 1.75 | -1.17 | | 2002 | | | 3.05 | 2.90 | 0.15 | | 2001 | | | 5.13 | 5.53 | -0.40 | | 2000 | | | 6.00 | 6.82 | -0.82 | | 1999 | | | 4.37 | 4.39 | -0.02 |
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| PAST QUARTERLY RETURNS (%) FOR
ARMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.68 | 3.56 | 5.58 | N/A | | 2008 | -3.75 | 0.17 | -2.67 | -12.45 | | 2007 | 1.14 | 0.63 | -0.10 | -0.48 | | 2006 | 0.76 | 0.85 | 1.01 | 0.98 | | 2005 | 0.29 | 0.61 | 0.40 | 0.49 | | 2004 | 0.49 | -0.23 | 0.49 | 0.22 | | 2003 | 0.25 | 0.15 | -0.01 | 0.19 | | 2002 | 0.37 | 1.03 | 1.23 | 0.39 | | 2001 | 1.92 | 1.18 | 1.40 | 0.55 | | 2000 | 1.12 | 1.38 | 1.86 | 1.51 | | 1999 | N/A | N/A | N/A | 1.23 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 11 | 105 | 10.48 | | 1-Month | 7 | 107 | 6.54 | | 3-Month | 7 | 107 | 6.54 | | 6-Month | 6 | 105 | 5.71 | | 1-Year | 10 | 105 | 9.52 | | 3-Year | 64 | 97 | 65.98 | | 5-Year | 58 | 87 | 66.67 |
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