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| Morningstar Return Rating: | Below average | | Year to Date Return: | 8.65% | | 5-Year Average Return: | 2.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.54% | |
Worst 1-Yr Total Return (2008): | -1.64% | |
Best 3-Yr Total Return (2005-7): | 2.68% | |
Worst 3-Yr Total Return (2006-8): | 1.63% |
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| 1-Year: | 6.54% | | 3-Year: | 2.47% | | 5-Year: | 2.49% | | 10-Year: | 4.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | APARX | Category | Diff | Index* | Diff | | Year To Date | 8.65 | 15.32 | -6.67 | 11.61 | -2.96 | | 1-Month | -1.45 | -2.07 | 0.62 | -2.10 | 0.65 | | 3-Month | 2.06 | 4.00 | -1.94 | 3.15 | -1.09 | | 1-Year | 10.87 | 13.83 | -2.96 | 13.60 | -2.73 | | 3-Year | 3.38 | 2.48 | 0.9 | 4.17 | -0.79 | | 5-Year | 2.99 | 3.05 | -0.06 | 4.15 | -1.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.85 | 11.36 | -4.51 | 9.40 | -2.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.89 | 3.11 | 1.78 | 5.67 | -0.78 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APARX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.64 | -7.76 | 6.12 | | 2007 | | | 3.09 | 1.67 | 1.42 | | 2006 | | | 3.54 | 4.40 | -0.86 | | 2005 | | | 1.41 | 3.05 | -1.64 | | 2004 | | | 2.45 | 3.43 | -0.98 | | 2003 | | | 4.49 | 4.82 | -0.33 | | 2002 | | | 8.91 | 8.48 | 0.43 | | 2001 | | | 4.90 | 4.60 | 0.30 | | 2000 | | | 9.84 | 10.33 | -0.49 | | 1999 | | | -4.86 | -4.22 | -0.64 |
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| PAST QUARTERLY RETURNS (%) FOR
APARX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.20 | 1.69 | 5.06 | N/A | | 2008 | -0.02 | -0.13 | -2.65 | 1.19 | | 2007 | 0.59 | -0.61 | 1.71 | 1.38 | | 2006 | -0.05 | -0.06 | 2.84 | 0.79 | | 2005 | -1.00 | 2.27 | -0.27 | 0.43 | | 2004 | 0.95 | -2.46 | 3.17 | 0.86 | | 2003 | 1.22 | 2.37 | 0.16 | 0.69 | | 2002 | 0.83 | 3.54 | 4.13 | 0.19 | | 2001 | 1.85 | 0.82 | 2.84 | -0.67 | | 2000 | 2.37 | 1.09 | 2.14 | 3.91 | | 1999 | N/A | N/A | N/A | -1.59 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 80 | 93 | 86.02 | | 1-Month | 15 | 94 | 15.96 | | 3-Month | 81 | 94 | 86.17 | | 6-Month | 80 | 93 | 86.02 | | 1-Year | 55 | 93 | 59.14 | | 3-Year | 16 | 88 | 18.18 | | 5-Year | 31 | 81 | 38.27 |
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1.00% Nasdaq 
0.01 (0.10%) 
Performance
