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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.37% | | 5-Year Average Return: | 0.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.28% | |
Worst 1-Yr Total Return (2008): | -17.31% | |
Best 3-Yr Total Return (2005-7): | 2.82% | |
Worst 3-Yr Total Return (2006-8): | -4.22% |
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| 1-Year: | -4.15% | | 3-Year: | -2.31% | | 5-Year: | -0.27% | | 10-Year: | 1.84% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ARMZX | Category | Diff | Index* | Diff | | Year To Date | 14.37 | 5.78 | 8.59 | 7.61 | 6.76 | | 1-Month | 0.15 | 0.16 | -0.01 | 1.29 | -1.14 | | 3-Month | 3.23 | 1.13 | 2.1 | 2.86 | 0.37 | | 1-Year | 13.35 | 5.67 | 7.68 | 11.63 | 1.72 | | 3-Year | -1.14 | 0.80 | -1.94 | 6.40 | -7.54 | | 5-Year | 0.59 | 1.83 | -1.24 | 5.49 | -4.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.27 | 4.17 | 5.1 | 7.06 | 2.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.33 | -0.10 | -4.23 | 7.94 | -12.27 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARMZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.31 | -7.89 | -9.42 | | 2007 | | | 1.89 | 2.42 | -0.53 | | 2006 | | | 4.28 | 4.70 | -0.42 | | 2005 | | | 2.30 | 2.53 | -0.23 | | 2004 | | | 1.49 | 1.27 | 0.22 | | 2003 | | | 1.06 | 1.75 | -0.69 | | 2002 | | | 3.66 | 2.90 | 0.76 | | 2001 | | | 5.93 | 5.53 | 0.40 | | 2000 | | | 6.73 | 6.82 | -0.09 | | 1999 | | | 5.12 | 4.39 | 0.73 |
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| PAST QUARTERLY RETURNS (%) FOR
ARMZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.87 | 3.90 | 5.75 | N/A | | 2008 | -3.53 | 0.33 | -2.48 | -12.40 | | 2007 | 1.40 | 0.80 | 0.07 | -0.39 | | 2006 | 0.91 | 1.01 | 1.16 | 1.13 | | 2005 | 0.50 | 0.73 | 0.42 | 0.62 | | 2004 | 0.55 | -0.21 | 0.80 | 0.34 | | 2003 | 0.37 | 0.27 | 0.11 | 0.31 | | 2002 | 0.52 | 1.24 | 1.25 | 0.61 | | 2001 | 2.15 | 1.43 | 1.57 | 0.65 | | 2000 | 1.15 | 1.50 | 2.12 | 1.81 | | 1999 | N/A | N/A | N/A | 1.47 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 7 | 105 | 6.67 | | 1-Month | 5 | 107 | 4.67 | | 3-Month | 3 | 107 | 2.80 | | 6-Month | 3 | 105 | 2.86 | | 1-Year | 5 | 105 | 4.76 | | 3-Year | 62 | 97 | 63.92 | | 5-Year | 56 | 87 | 64.37 |
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