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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.00% | | 5-Year Average Return: | 0.94% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.10% | |
Worst 1-Yr Total Return (2008): | -39.48% | |
Best 3-Yr Total Return (2004-6): | 15.78% | |
Worst 3-Yr Total Return (2006-8): | -9.61% |
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| 1-Year: | -5.04% | | 3-Year: | -7.85% | | 5-Year: | 1.45% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AWSBX | Category | Diff | Index* | Diff | | Year To Date | 27.00 | 31.75 | -4.75 | 29.91 | -2.91 | | 1-Month | 4.16 | 4.47 | -0.31 | 2.00 | 2.16 | | 3-Month | 6.33 | 7.37 | -1.04 | 4.58 | 1.75 | | 1-Year | 34.40 | 38.36 | -3.96 | 37.72 | -3.32 | | 3-Year | -7.23 | -4.57 | -2.66 | -5.52 | -1.71 | | 5-Year | 0.94 | 3.09 | -2.15 | 4.13 | -3.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.32 | 51.30 | 0.02 | 59.35 | -8.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.31 | -13.15 | 0.84 | -14.95 | 2.64 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AWSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.48 | -41.91 | 2.43 | | 2007 | | | 1.62 | 11.28 | -9.66 | | 2006 | | | 20.10 | 19.72 | 0.38 | | 2005 | | | 10.67 | 11.61 | -0.94 | | 2004 | | | 16.77 | 15.27 | 1.50 | | 2003 | | | 31.26 | 34.49 | -3.23 | | 2002 | | | -8.68 | -19.36 | 10.68 | | 2001 | | | -2.09 | -17.51 | 15.42 | | 2000 | | | N/A | -9.14 | N/A | | 1999 | | | N/A | 41.13 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AWSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.10 | 21.62 | 15.56 | N/A | | 2008 | -12.88 | -0.75 | -13.47 | -19.11 | | 2007 | 1.53 | 3.26 | -2.24 | -0.84 | | 2006 | 7.75 | -0.61 | 5.87 | 5.92 | | 2005 | 3.46 | -0.07 | 4.46 | 2.48 | | 2004 | 3.37 | -2.09 | 6.58 | 8.25 | | 2003 | -2.80 | 12.20 | 4.82 | 14.82 | | 2002 | 1.74 | -4.92 | -12.78 | 8.23 | | 2001 | -13.60 | 9.03 | -9.13 | 14.38 | | 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 | 510 | 751 | 67.91 | | 1-Month | 273 | 830 | 32.89 | | 3-Month | 475 | 820 | 57.93 | | 6-Month | 527 | 776 | 67.91 | | 1-Year | 449 | 729 | 61.59 | | 3-Year | 330 | 528 | 62.50 | | 5-Year | 248 | 430 | 57.67 |
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