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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.06% | | 5-Year Average Return: | 2.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.23% | |
Worst 1-Yr Total Return (2008): | -13.02% | |
Best 3-Yr Total Return (2005-7): | 4.15% | |
Worst 3-Yr Total Return (2006-8): | -1.61% |
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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 | APBDX | Category | Diff | Index* | Diff | | Year To Date | 14.06 | 13.54 | 0.52 | 6.24 | 7.82 | | 1-Month | 1.32 | 0.89 | 0.43 | 0.49 | 0.83 | | 3-Month | 5.83 | 4.14 | 1.69 | 2.60 | 3.23 | | 1-Year | 10.62 | 17.86 | -7.24 | 13.79 | -3.17 | | 3-Year | 1.57 | 4.54 | -2.97 | 6.35 | -4.78 | | 5-Year | 2.32 | 3.85 | -1.53 | 5.05 | -2.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.92 | 13.81 | 1.11 | 7.06 | 7.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.15 | 6.49 | -5.34 | 7.94 | -6.79 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APBDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -13.02 | -4.70 | -8.32 | | 2007 | | | 5.23 | 4.70 | 0.53 | | 2006 | | | 4.07 | 4.15 | -0.08 | | 2005 | | | 3.15 | 1.80 | 1.35 | | 2004 | | | 3.91 | 3.91 | 0.00 | | 2003 | | | 4.49 | 5.10 | -0.61 | | 2002 | | | 9.39 | 8.04 | 1.35 | | 2001 | | | 8.96 | 7.64 | 1.32 | | 2000 | | | 10.93 | 9.44 | 1.49 | | 1999 | | | -0.77 | -1.35 | 0.58 |
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| PAST QUARTERLY RETURNS (%) FOR
APBDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.25 | 5.92 | 6.55 | N/A | | 2008 | 0.20 | -1.00 | -6.23 | -6.50 | | 2007 | 1.71 | -0.43 | 2.54 | 1.33 | | 2006 | -0.26 | 0.07 | 3.49 | 0.76 | | 2005 | 0.20 | 2.46 | -0.20 | 0.66 | | 2004 | 2.20 | -1.77 | 2.77 | 0.72 | | 2003 | 1.26 | 3.10 | -0.41 | 0.49 | | 2002 | -0.44 | 3.52 | 4.07 | 1.99 | | 2001 | 2.95 | 0.81 | 3.93 | 1.01 | | 2000 | 2.15 | 1.38 | 2.82 | 4.18 | | 1999 | N/A | N/A | N/A | -0.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 493 | 1122 | 43.94 | | 1-Month | 256 | 1164 | 21.99 | | 3-Month | 323 | 1154 | 27.99 | | 6-Month | 260 | 1133 | 22.95 | | 1-Year | 791 | 1113 | 71.07 | | 3-Year | 683 | 957 | 71.37 | | 5-Year | 605 | 845 | 71.60 |
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