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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.82% | | 5-Year Average Return: | 0.12% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 7.60% | |
Worst 1-Yr Total Return (2008): | -32.17% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -4.26% | | 3-Year: | -3.68% | | 5-Year: | 0.46% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | APHCX | Category | Diff | Index* | Diff | | Year To Date | 17.82 | 7.62 | 10.2 | 0.94 | 16.88 | | 1-Month | -1.05 | -0.77 | -0.28 | 0.03 | -1.08 | | 3-Month | 5.29 | 2.00 | 3.29 | 0.13 | 5.16 | | 1-Year | 9.15 | 5.82 | 3.33 | 1.69 | 7.46 | | 3-Year | -4.32 | -1.96 | -2.36 | 3.75 | -8.07 | | 5-Year | 0.12 | 2.10 | -1.98 | 3.78 | -3.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.68 | 14.00 | 9.68 | 0.68 | 23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.47 | -4.72 | -10.75 | 2.21 | -17.68 |
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| | * Index means [
ML USD LIBOR 3 Mon CM
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APHCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.17 | -15.40 | -16.77 | | 2007 | | | 7.60 | 4.42 | 3.18 | | 2006 | | | N/A | 7.23 | N/A | | 2005 | | | N/A | 4.77 | N/A | | 2004 | | | N/A | 5.06 | N/A | | 2003 | | | N/A | 8.46 | N/A | | 2002 | | | N/A | 2.05 | N/A | | 2001 | | | N/A | 5.37 | N/A | | 2000 | | | N/A | 9.57 | N/A | | 1999 | | | N/A | 3.99 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
APHCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.19 | 9.79 | 9.76 | N/A | | 2008 | -5.69 | 1.61 | -12.83 | -18.80 | | 2007 | 3.52 | 3.25 | 1.10 | -0.42 | | 2006 | N/A | N/A | N/A | 2.81 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 0 | 202 | 0.00 | | 1-Month | 0 | 238 | 0.00 | | 3-Month | 0 | 229 | 0.00 | | 6-Month | 44 | 213 | 20.66 | | 1-Year | | 193 | N/A | | 3-Year | | 116 | N/A | | 5-Year | | 65 | N/A |
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0.83% Nasdaq 0.00%
Performance
