|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 32.86% | | 5-Year Average Return: | 1.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.26% | |
Worst 1-Yr Total Return (2008): | -51.14% | |
Best 3-Yr Total Return (2005-7): | 15.06% | |
Worst 3-Yr Total Return (2006-8): | -12.13% |
|
| 1-Year: | -11.73% | | 3-Year: | -7.11% | | 5-Year: | 1.89% | | 10-Year: | -0.03% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | APIMX | Category | Diff | Index* | Diff | | Year To Date | 32.86 | 25.91 | 6.95 | 27.36 | 5.5 | | 1-Month | -2.73 | -2.31 | -0.42 | -1.25 | -1.48 | | 3-Month | 5.83 | 5.52 | 0.31 | 8.10 | -2.27 | | 1-Year | 23.99 | 22.45 | 1.54 | 27.71 | -3.72 | | 3-Year | -7.67 | -5.03 | -2.64 | -5.22 | -2.45 | | 5-Year | 1.98 | 3.41 | -1.43 | 5.10 | -3.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.56 | 50.04 | 17.52 | 59.35 | 8.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.23 | -12.42 | -12.81 | -14.95 | -10.28 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APIMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.14 | -41.91 | -9.23 | | 2007 | | | 13.58 | 11.28 | 2.30 | | 2006 | | | 22.26 | 19.72 | 2.54 | | 2005 | | | 9.69 | 11.61 | -1.92 | | 2004 | | | 12.79 | 15.27 | -2.48 | | 2003 | | | 41.33 | 34.49 | 6.84 | | 2002 | | | -25.56 | -19.36 | -6.20 | | 2001 | | | -13.97 | -17.51 | 3.54 | | 2000 | | | -15.11 | -9.14 | -5.97 | | 1999 | | | 33.00 | 41.13 | -8.13 |
|
| PAST QUARTERLY RETURNS (%) FOR
APIMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.91 | 28.39 | 19.42 | N/A | | 2008 | -10.90 | 0.46 | -20.39 | -31.43 | | 2007 | 2.74 | 8.12 | 5.43 | -3.02 | | 2006 | 7.59 | -3.29 | 4.73 | 12.20 | | 2005 | -6.20 | 3.46 | 10.75 | 2.05 | | 2004 | 3.32 | 0.25 | -5.02 | 14.64 | | 2003 | -3.25 | 18.56 | 7.56 | 14.55 | | 2002 | -1.17 | -15.88 | -19.20 | 10.81 | | 2001 | -14.35 | 7.57 | -19.60 | 16.15 | | 2000 | 5.11 | -5.10 | -2.37 | -12.83 | | 1999 | N/A | N/A | N/A | 20.13 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 115 | 767 | 14.99 | | 1-Month | 481 | 844 | 56.99 | | 3-Month | 124 | 830 | 14.94 | | 6-Month | 55 | 787 | 6.99 | | 1-Year | 133 | 741 | 17.95 | | 3-Year | 291 | 530 | 54.91 | | 5-Year | 222 | 434 | 51.15 |
|
|
|
|
|