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| Morningstar Return Rating: | Below average | | Year to Date Return: | 1.19% | | 5-Year Average Return: | 3.64% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 6.44% | |
Worst 1-Yr Total Return (2005): | 0.92% | |
Best 3-Yr Total Return (2006-8): | 4.86% | |
Worst 3-Yr Total Return (2005-7): | 3.01% |
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| 1-Year: | -3.00% | | 3-Year: | 3.72% | | 5-Year: | 3.12% | | 10-Year: | 4.78% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AUSBX | Category | Diff | Index* | Diff | | Year To Date | 1.19 | 1.70 | -0.51 | 1.53 | -0.34 | | 1-Month | 1.19 | 1.70 | -0.51 | 1.53 | -0.34 | | 3-Month | 0.62 | 2.02 | -1.4 | 1.23 | -0.61 | | 1-Year | 4.35 | 15.89 | -11.54 | 8.51 | -4.16 | | 3-Year | 5.12 | 5.02 | 0.1 | 6.60 | -1.48 | | 5-Year | 3.64 | 4.10 | -0.46 | 5.16 | -1.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.75 | 13.99 | -11.24 | 7.06 | -4.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.81 | 6.56 | 0.25 | 7.94 | -1.13 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AUSBX | Category | Diff | | 2009 | | | 1.94 | 13.97 | -12.03 | | 2008 | | | 6.44 | -4.70 | 11.14 | | 2007 | | | 5.61 | 4.70 | 0.91 | | 2006 | | | 2.57 | 4.15 | -1.58 | | 2005 | | | 0.92 | 1.80 | -0.88 | | 2004 | | | 2.28 | 3.91 | -1.63 | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AUSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.72 | -0.03 | 2.62 | 0.09 | | 2008 | 2.30 | -1.49 | 0.56 | 5.03 | | 2007 | 1.16 | -1.00 | 2.86 | 2.53 | | 2006 | -0.95 | -0.37 | 3.20 | 0.70 | | 2005 | -0.74 | 2.77 | -1.20 | 0.13 | | 2004 | 2.44 | -3.02 | 2.47 | 0.47 | | 2003 | N/A | N/A | N/A | -0.35 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1109 | 1180 | 93.98 | | 1-Month | 944 | 1180 | 80.00 | | 3-Month | 1153 | 1165 | 98.97 | | 6-Month | 1108 | 1155 | 95.93 | | 1-Year | 960 | 1125 | 85.33 | | 3-Year | 521 | 986 | 52.84 | | 5-Year | 523 | 862 | 60.67 |
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