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| Morningstar Return Rating: | Average | | Year to Date Return: | -2.54% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 22.12% | |
Worst 1-Yr Total Return (2008): | -17.90% | |
Best 3-Yr Total Return (2007-9): | -2.72% | |
Worst 3-Yr Total Return (2007-9): | -2.72% |
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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 | AUTOX | Category | Diff | Index* | Diff | | Year To Date | -2.54 | -1.43 | -1.11 | 0.02 | -2.56 | | 1-Month | -2.54 | -1.43 | -1.11 | 0.02 | -2.56 | | 3-Month | -2.10 | 0.66 | -2.76 | 0.07 | -2.17 | | 1-Year | -7.95 | 11.69 | -19.64 | 0.85 | -8.8 | | 3-Year | -4.36 | -2.05 | -2.31 | 3.31 | -7.67 | | 5-Year | N/A | 1.81 | N/A | 3.69 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | -4.81 | 14.30 | -19.11 | 0.68 | -5.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.01 | -4.23 | -16.78 | 2.21 | -23.22 |
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| | * Index means [
ML USD LIBOR 3 Mon CM
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AUTOX | Category | Diff | | 2009 | | | -8.18 | 10.46 | -18.64 | | 2008 | | | -17.90 | -15.40 | -2.50 | | 2007 | | | 22.12 | 4.42 | 17.70 | | 2006 | | | N/A | 7.23 | N/A | | 2005 | | | N/A | 4.77 | N/A | | 2004 | | | N/A | 5.06 | N/A | | 2003 | | | N/A | 8.46 | N/A | | 2002 | | | N/A | 2.05 | N/A | | 2001 | | | N/A | 5.37 | N/A | | 2000 | | | N/A | 9.57 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AUTOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.18 | -3.27 | -0.75 | -0.18 | | 2008 | -8.65 | 6.58 | -6.50 | -9.81 | | 2007 | 1.79 | 3.15 | 7.36 | 8.33 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 210 | 274 | 76.64 | | 1-Month | 219 | 274 | 79.93 | | 3-Month | 243 | 248 | 97.98 | | 6-Month | 214 | 231 | 92.64 | | 1-Year | 159 | 201 | 79.10 | | 3-Year | 66 | 120 | 55.00 | | 5-Year | | 66 | N/A |
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