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| Morningstar Return Rating: | Average | | Year to Date Return: | 2.35% | | 5-Year Average Return: | 3.82% | | Number of Years Up: | 4 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.22% | |
Worst 1-Yr Total Return (2005): | 2.00% | |
Best 3-Yr Total Return (2006-8): | 4.93% | |
Worst 3-Yr Total Return (2005-7): | 4.18% |
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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 | ALTDX | Category | Diff | Index* | Diff | | Year To Date | 2.35 | 3.42 | -1.07 | 6.24 | -3.89 | | 1-Month | 0.16 | 0.37 | -0.21 | 0.49 | -0.33 | | 3-Month | 0.76 | 1.41 | -0.65 | 2.60 | -1.84 | | 1-Year | 3.99 | 6.18 | -2.19 | 13.79 | -9.8 | | 3-Year | 4.47 | 4.97 | -0.5 | 6.35 | -1.88 | | 5-Year | 3.82 | 3.80 | 0.02 | 5.05 | -1.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.76 | 2.96 | -1.2 | 7.06 | -5.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.75 | 5.15 | -1.4 | 7.94 | -4.19 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALTDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.22 | 4.80 | -0.58 | | 2007 | | | 6.22 | 5.87 | 0.35 | | 2006 | | | 4.36 | 3.67 | 0.69 | | 2005 | | | 2.00 | 1.26 | 0.74 | | 2004 | | | N/A | 1.46 | N/A | | 2003 | | | N/A | 1.45 | N/A | | 2002 | | | N/A | 6.85 | N/A | | 2001 | | | N/A | 7.26 | N/A | | 2000 | | | N/A | 8.30 | N/A | | 1999 | | | N/A | 1.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ALTDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.75 | 0.56 | 0.87 | N/A | | 2008 | 2.15 | -0.30 | 0.82 | 1.49 | | 2007 | 1.40 | 0.56 | 2.10 | 2.03 | | 2006 | 0.70 | 1.00 | 1.53 | 1.06 | | 2005 | 0.12 | 0.83 | 0.43 | 0.60 | | 2004 | N/A | N/A | N/A | 0.14 | | 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 | | 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 | 93 | 159 | 58.49 | | 1-Month | 128 | 163 | 78.53 | | 3-Month | 136 | 162 | 83.95 | | 6-Month | 107 | 161 | 66.46 | | 1-Year | 102 | 157 | 64.97 | | 3-Year | 90 | 150 | 60.00 | | 5-Year | 63 | 145 | 43.45 |
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1.00% Nasdaq 
0.01 (0.08%) 
Performance
