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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.67% | | 5-Year Average Return: | 3.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.09% | |
Worst 1-Yr Total Return (2008): | -46.18% | |
Best 3-Yr Total Return (2004-6): | 16.14% | |
Worst 3-Yr Total Return (2006-8): | -10.19% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ASIRX | Category | Diff | Index* | Diff | | Year To Date | 28.67 | 21.65 | 7.02 | 17.05 | 11.62 | | 1-Month | -5.90 | -5.90 | 0 | -1.86 | -4.04 | | 3-Month | 1.90 | 2.07 | -0.17 | 5.48 | -3.58 | | 1-Year | 20.10 | 13.17 | 6.93 | 9.80 | 10.3 | | 3-Year | -6.46 | -7.45 | 0.99 | -7.02 | 0.56 | | 5-Year | 3.91 | 0.22 | 3.69 | 0.33 | 3.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.21 | 52.20 | 2.01 | 45.76 | 8.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.61 | -18.89 | -0.72 | -18.25 | -1.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ASIRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.18 | -41.55 | -4.63 | | 2007 | | | 14.93 | 7.59 | 7.34 | | 2006 | | | 17.09 | 10.81 | 6.28 | | 2005 | | | 15.44 | 6.02 | 9.42 | | 2004 | | | 15.89 | 12.41 | 3.48 | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ASIRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.93 | 20.26 | 15.94 | N/A | | 2008 | -16.97 | 1.56 | -12.13 | -27.36 | | 2007 | 3.75 | 7.15 | 3.34 | 0.04 | | 2006 | 13.04 | -3.93 | -2.09 | 10.13 | | 2005 | -3.85 | 6.78 | 10.10 | 2.12 | | 2004 | 7.56 | 1.20 | -7.72 | 15.37 | | 2003 | N/A | 17.16 | 9.03 | 12.42 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 142 | 790 | 17.97 | | 1-Month | 155 | 820 | 18.90 | | 3-Month | 237 | 819 | 28.94 | | 6-Month | 240 | 800 | 30.00 | | 1-Year | 128 | 783 | 16.35 | | 3-Year | 201 | 669 | 30.04 | | 5-Year | 47 | 554 | 8.48 |
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0.82% Nasdaq 
0.16 (0.78%) 
Performance
