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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.73% | | 5-Year Average Return: | 3.94% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 25.19% | |
Worst 1-Yr Total Return (2008): | -46.12% | |
Best 3-Yr Total Return (2004-6): | 20.58% | |
Worst 3-Yr Total Return (2006-8): | -8.68% |
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| 1-Year: | -7.13% | | 3-Year: | -5.79% | | 5-Year: | 4.62% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | APIBX | Category | Diff | Index* | Diff | | Year To Date | 23.73 | 29.71 | -5.98 | 27.36 | -3.63 | | 1-Month | -1.59 | -2.08 | 0.49 | -1.25 | -0.34 | | 3-Month | 6.29 | 5.76 | 0.53 | 8.10 | -1.81 | | 1-Year | 24.55 | 29.01 | -4.46 | 27.71 | -3.16 | | 3-Year | -6.90 | -4.76 | -2.14 | -5.22 | -1.68 | | 5-Year | 3.94 | 5.03 | -1.09 | 5.10 | -1.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.08 | 55.24 | -1.16 | 59.35 | -5.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.66 | -18.07 | -3.59 | -14.95 | -6.71 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.12 | -46.56 | 0.44 | | 2007 | | | 12.90 | 16.26 | -3.36 | | 2006 | | | 25.19 | 23.95 | 1.24 | | 2005 | | | 15.76 | 15.23 | 0.53 | | 2004 | | | 20.97 | 16.23 | 4.74 | | 2003 | | | 34.87 | 33.83 | 1.04 | | 2002 | | | -17.24 | -19.15 | 1.91 | | 2001 | | | N/A | -24.05 | N/A | | 2000 | | | N/A | -21.04 | N/A | | 1999 | | | N/A | 49.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
APIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.86 | 23.66 | 16.67 | N/A | | 2008 | -8.12 | 0.52 | -24.97 | -22.24 | | 2007 | 4.38 | 7.58 | 4.01 | -3.35 | | 2006 | 11.91 | -1.83 | 1.86 | 11.87 | | 2005 | 0.82 | -0.68 | 10.26 | 4.85 | | 2004 | 5.53 | -0.31 | 0.31 | 14.64 | | 2003 | -7.68 | 18.29 | 6.83 | 15.60 | | 2002 | 0.91 | -2.16 | -18.93 | 3.40 | | 2001 | N/A | N/A | N/A | 7.20 | | 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 | 209 | 268 | 77.99 | | 1-Month | 226 | 287 | 78.75 | | 3-Month | 139 | 284 | 48.94 | | 6-Month | 137 | 275 | 49.82 | | 1-Year | 172 | 268 | 64.18 | | 3-Year | 144 | 202 | 71.29 | | 5-Year | 98 | 153 | 64.05 |
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