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| Morningstar Return Rating: | Average | | Year to Date Return: | 5.99% | | 5-Year Average Return: | 5.23% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.27% | |
Worst 1-Yr Total Return (2005): | 1.97% | |
Best 3-Yr Total Return (2006-8): | 6.00% | |
Worst 3-Yr Total Return (2004-6): | 3.44% |
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| 1-Year: | 4.21% | | 3-Year: | 5.08% | | 5-Year: | 4.24% | | 10-Year: | 5.11% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ARSAX | Category | Diff | Index* | Diff | | Year To Date | 5.99 | 5.18 | 0.81 | 6.24 | -0.25 | | 1-Month | 0.78 | 0.57 | 0.21 | 0.49 | 0.29 | | 3-Month | 2.25 | 2.42 | -0.17 | 2.60 | -0.35 | | 1-Year | 11.70 | 10.54 | 1.16 | 13.79 | -2.09 | | 3-Year | 6.76 | 5.52 | 1.24 | 6.35 | 0.41 | | 5-Year | 5.23 | 4.28 | 0.95 | 5.05 | 0.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.30 | 4.85 | -0.55 | 7.06 | -2.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.31 | 7.28 | 2.03 | 7.94 | 1.37 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.27 | 4.76 | 2.51 | | 2007 | | | 6.32 | 6.09 | 0.23 | | 2006 | | | 4.44 | 3.47 | 0.97 | | 2005 | | | 1.97 | 1.91 | 0.06 | | 2004 | | | 3.94 | 3.01 | 0.93 | | 2003 | | | 1.89 | 1.90 | -0.01 | | 2002 | | | 7.92 | 9.23 | -1.31 | | 2001 | | | 7.34 | 6.81 | 0.53 | | 2000 | | | 10.00 | 10.86 | -0.86 | | 1999 | | | 0.95 | -1.35 | 2.30 |
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| PAST QUARTERLY RETURNS (%) FOR
ARSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.28 | 0.67 | 2.15 | N/A | | 2008 | 2.35 | -0.76 | 1.78 | 3.76 | | 2007 | 1.40 | -0.71 | 2.56 | 2.97 | | 2006 | -0.14 | -0.23 | 3.50 | 1.29 | | 2005 | -0.29 | 2.26 | -0.29 | 0.29 | | 2004 | 1.79 | -1.25 | 2.48 | 0.89 | | 2003 | 0.68 | 0.62 | 0.11 | 0.47 | | 2002 | 0.73 | 3.24 | 2.64 | 1.10 | | 2001 | 2.58 | 0.84 | 3.64 | 0.13 | | 2000 | 1.43 | 1.77 | 2.90 | 3.56 | | 1999 | N/A | N/A | N/A | 0.01 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 124 | 367 | 33.79 | | 1-Month | 112 | 374 | 29.95 | | 3-Month | 164 | 374 | 43.85 | | 6-Month | 149 | 373 | 39.95 | | 1-Year | 79 | 357 | 22.13 | | 3-Year | 54 | 345 | 15.65 | | 5-Year | 49 | 318 | 15.41 |
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0.23% Nasdaq 
0.01 (0.10%) 
Performance
