|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 33.53% | | 5-Year Average Return: | 0.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.00% | |
Worst 1-Yr Total Return (2008): | -51.02% | |
Best 3-Yr Total Return (2005-7): | 11.80% | |
Worst 3-Yr Total Return (2006-8): | -13.95% |
|
| 1-Year: | -6.38% | | 3-Year: | -5.56% | | 5-Year: | 1.66% | | 10-Year: | 0.20% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | APITX | Category | Diff | Index* | Diff | | Year To Date | 33.53 | 25.91 | 7.62 | 27.36 | 6.17 | | 1-Month | -3.54 | -2.31 | -1.23 | -1.25 | -2.29 | | 3-Month | 3.65 | 5.52 | -1.87 | 8.10 | -4.45 | | 1-Year | 21.20 | 22.45 | -1.25 | 27.71 | -6.51 | | 3-Year | -7.94 | -5.03 | -2.91 | -5.22 | -2.72 | | 5-Year | 0.33 | 3.41 | -3.08 | 5.10 | -4.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.30 | 50.04 | 12.26 | 59.35 | 2.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.40 | -12.42 | -11.98 | -14.95 | -9.45 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APITX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.02 | -41.91 | -9.11 | | 2007 | | | 15.00 | 11.28 | 3.72 | | 2006 | | | 13.12 | 19.72 | -6.60 | | 2005 | | | 7.41 | 11.61 | -4.20 | | 2004 | | | 13.27 | 15.27 | -2.00 | | 2003 | | | 43.16 | 34.49 | 8.67 | | 2002 | | | -26.34 | -19.36 | -6.98 | | 2001 | | | -17.09 | -17.51 | 0.42 | | 2000 | | | -13.82 | -9.14 | -4.68 | | 1999 | | | 31.73 | 41.13 | -9.40 |
|
| PAST QUARTERLY RETURNS (%) FOR
APITX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.27 | 25.10 | 18.06 | N/A | | 2008 | -12.26 | -0.25 | -17.87 | -31.85 | | 2007 | 3.05 | 8.55 | 3.83 | -0.98 | | 2006 | 9.14 | -6.47 | 2.59 | 8.01 | | 2005 | -4.57 | 1.71 | 7.45 | 2.97 | | 2004 | 2.93 | 0.66 | -4.61 | 14.61 | | 2003 | -4.89 | 23.79 | 6.17 | 14.53 | | 2002 | -0.51 | -14.99 | -19.46 | 8.16 | | 2001 | -14.47 | 8.13 | -21.15 | 13.71 | | 2000 | 8.09 | -5.40 | -2.20 | -13.83 | | 1999 | N/A | N/A | N/A | 26.11 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 122 | 767 | 15.91 | | 1-Month | 633 | 844 | 75.00 | | 3-Month | 581 | 830 | 70.00 | | 6-Month | 558 | 787 | 70.90 | | 1-Year | 223 | 741 | 30.09 | | 3-Year | 301 | 530 | 56.79 | | 5-Year | 290 | 434 | 66.82 |
|
|
|
|
|
0.21% Nasdaq 
0.11%
Performance
