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| Morningstar Return Rating: | Average | | Year to Date Return: | 44.46% | | 5-Year Average Return: | 4.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.59% | |
Worst 1-Yr Total Return (2008): | -25.40% | |
Best 3-Yr Total Return (2004-6): | 8.10% | |
Worst 3-Yr Total Return (2006-8): | -6.00% |
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| 1-Year: | 14.92% | | 3-Year: | 3.83% | | 5-Year: | 4.99% | | 10-Year: | 4.03% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | APECX | Category | Diff | Index* | Diff | | Year To Date | 44.46 | 40.95 | 3.51 | 6.24 | 38.22 | | 1-Month | 1.32 | 1.53 | -0.21 | 0.49 | 0.83 | | 3-Month | 6.72 | 8.19 | -1.47 | 2.60 | 4.12 | | 1-Year | 37.61 | 35.58 | 2.03 | 13.79 | 23.82 | | 3-Year | 3.87 | 2.61 | 1.26 | 6.35 | -2.48 | | 5-Year | 4.86 | 4.05 | 0.81 | 5.05 | -0.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.89 | 34.85 | 2.04 | 7.06 | 29.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.22 | 0.91 | 3.31 | 7.94 | -3.72 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.40 | -26.41 | 1.01 | | 2007 | | | 0.91 | 1.47 | -0.56 | | 2006 | | | 10.31 | 10.14 | 0.17 | | 2005 | | | 3.54 | 2.59 | 0.95 | | 2004 | | | 10.59 | 9.99 | 0.60 | | 2003 | | | 24.89 | 24.36 | 0.53 | | 2002 | | | -7.79 | -1.52 | -6.27 | | 2001 | | | 4.04 | 2.39 | 1.65 | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
APECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.07 | 23.42 | 11.00 | N/A | | 2008 | -4.37 | 3.11 | -6.94 | -18.69 | | 2007 | 3.04 | -0.43 | -0.04 | -1.60 | | 2006 | 2.96 | -0.27 | 3.02 | 4.28 | | 2005 | -1.20 | 2.21 | 1.11 | 1.40 | | 2004 | 1.22 | -0.19 | 5.20 | 4.05 | | 2003 | 5.43 | 8.84 | 3.54 | 5.12 | | 2002 | -0.40 | -9.99 | -0.60 | 3.47 | | 2001 | 5.35 | -2.19 | -4.03 | 5.21 | | 2000 | N/A | N/A | -0.46 | -7.02 | | 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 | 196 | 547 | 35.83 | | 1-Month | 375 | 577 | 64.99 | | 3-Month | 481 | 573 | 83.94 | | 6-Month | 276 | 553 | 49.91 | | 1-Year | 224 | 546 | 41.03 | | 3-Year | 138 | 471 | 29.30 | | 5-Year | 119 | 401 | 29.68 |
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1.48% Nasdaq 0.00%
Performance
