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| Morningstar Return Rating: | Low | | Year to Date Return: | 0.37% | | 5-Year Average Return: | 2.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.74% | |
Worst 1-Yr Total Return (2008): | -5.52% | |
Best 3-Yr Total Return (2005-7): | 4.10% | |
Worst 3-Yr Total Return (2007-9): | 1.18% |
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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 | ASITX | Category | Diff | Index* | Diff | | Year To Date | 0.37 | 0.83 | -0.46 | 1.53 | -1.16 | | 1-Month | 0.37 | 0.83 | -0.46 | 1.53 | -1.16 | | 3-Month | 0.24 | 0.69 | -0.45 | 1.23 | -0.99 | | 1-Year | 4.48 | 4.21 | 0.27 | 8.51 | -4.03 | | 3-Year | 1.22 | 4.96 | -3.74 | 6.60 | -5.38 | | 5-Year | 2.08 | 3.96 | -1.88 | 5.16 | -3.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.60 | 3.01 | 1.59 | 7.06 | -2.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.18 | 5.23 | -3.05 | 7.94 | -5.76 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ASITX | Category | Diff | | 2009 | | | 3.68 | 3.29 | 0.39 | | 2008 | | | -5.52 | 4.80 | -10.32 | | 2007 | | | 5.74 | 5.87 | -0.13 | | 2006 | | | 4.34 | 3.67 | 0.67 | | 2005 | | | 2.27 | 1.26 | 1.01 | | 2004 | | | 1.45 | 1.46 | -0.01 | | 2003 | | | 1.87 | 1.45 | 0.42 | | 2002 | | | 4.63 | 6.85 | -2.22 | | 2001 | | | 7.35 | 7.26 | 0.09 | | 2000 | | | 7.74 | 8.30 | -0.56 |
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| PAST QUARTERLY RETURNS (%) FOR
ASITX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.05 | -0.07 | 3.98 | -0.17 | | 2008 | 1.78 | -4.33 | -3.44 | 0.49 | | 2007 | 1.34 | 0.49 | 1.98 | 1.82 | | 2006 | 0.58 | 0.82 | 1.85 | 1.03 | | 2005 | 0.07 | 1.22 | 0.21 | 0.76 | | 2004 | 1.12 | -1.13 | 1.15 | 0.33 | | 2003 | 0.64 | 0.89 | 0.06 | 0.26 | | 2002 | 0.34 | 1.61 | 1.94 | 0.67 | | 2001 | 2.71 | 0.69 | 3.02 | 0.75 | | 2000 | 1.10 | 1.56 | 2.15 | 2.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 151 | 165 | 91.52 | | 1-Month | 156 | 165 | 94.55 | | 3-Month | 153 | 162 | 94.44 | | 6-Month | 33 | 161 | 20.50 | | 1-Year | 48 | 158 | 30.38 | | 3-Year | 129 | 150 | 86.00 | | 5-Year | 121 | 144 | 84.03 |
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