|
| Morningstar Return Rating: | Low | | Year to Date Return: | 13.10% | | 5-Year Average Return: | 1.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.37% | |
Worst 1-Yr Total Return (2008): | -16.71% | |
Best 3-Yr Total Return (2005-7): | 4.18% | |
Worst 3-Yr Total Return (2006-8): | -2.88% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | APFBX | Category | Diff | Index* | Diff | | Year To Date | 13.10 | 13.54 | -0.44 | 6.24 | 6.86 | | 1-Month | 1.57 | 0.89 | 0.68 | 0.49 | 1.08 | | 3-Month | 6.16 | 4.14 | 2.02 | 2.60 | 3.56 | | 1-Year | 5.75 | 17.86 | -12.11 | 13.79 | -8.04 | | 3-Year | -0.07 | 4.54 | -4.61 | 6.35 | -6.42 | | 5-Year | 1.27 | 3.85 | -2.58 | 5.05 | -3.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.61 | 13.81 | -2.2 | 7.06 | 4.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.59 | 6.49 | -11.08 | 7.94 | -12.53 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -16.71 | -4.70 | -12.01 | | 2007 | | | 5.37 | 4.70 | 0.67 | | 2006 | | | 4.39 | 4.15 | 0.24 | | 2005 | | | 2.81 | 1.80 | 1.01 | | 2004 | | | 2.73 | 3.91 | -1.18 | | 2003 | | | 4.03 | 5.10 | -1.07 | | 2002 | | | 7.02 | 8.04 | -1.02 | | 2001 | | | 7.91 | 7.64 | 0.27 | | 2000 | | | 9.17 | 9.44 | -0.27 | | 1999 | | | 1.57 | -1.35 | 2.92 |
|
| PAST QUARTERLY RETURNS (%) FOR
APFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.08 | 4.85 | 6.12 | N/A | | 2008 | 1.20 | -2.76 | -5.81 | -10.13 | | 2007 | 1.49 | 0.32 | 2.15 | 1.31 | | 2006 | 0.12 | 0.45 | 2.77 | 1.00 | | 2005 | 0.07 | 1.83 | 0.25 | 0.64 | | 2004 | 1.25 | -0.95 | 1.94 | 0.48 | | 2003 | 1.35 | 1.91 | 0.19 | 0.54 | | 2002 | -0.05 | 2.71 | 2.22 | 1.99 | | 2001 | 2.63 | 1.24 | 3.07 | 0.76 | | 2000 | 1.53 | 1.63 | 2.53 | 3.20 | | 1999 | N/A | N/A | N/A | 0.21 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 538 | 1122 | 47.95 | | 1-Month | 46 | 1164 | 3.95 | | 3-Month | 69 | 1154 | 5.98 | | 6-Month | 430 | 1133 | 37.95 | | 1-Year | 892 | 1113 | 80.14 | | 3-Year | 728 | 957 | 76.07 | | 5-Year | 647 | 845 | 76.57 |
|
|
|
|
|
0.22% Nasdaq 
0.01 (0.11%) 
Performance
