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| Morningstar Return Rating: | | | Year to Date Return: | 11.05% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -36.36% | |
Worst 1-Yr Total Return (2008): | -36.36% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -15.06% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | APLVX | Category | Diff | Index* | Diff | | Year To Date | 11.05 | 15.79 | -4.74 | 17.05 | -6 | | 1-Month | -1.97 | -2.21 | 0.24 | -1.86 | -0.11 | | 3-Month | 5.24 | 5.62 | -0.38 | 5.48 | -0.24 | | 1-Year | 5.91 | 9.52 | -3.61 | 9.80 | -3.89 | | 3-Year | N/A | -8.36 | N/A | -7.02 | N/A | | 5-Year | N/A | 0.18 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.23 | 46.84 | -1.61 | 45.76 | -0.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.64 | -16.40 | -3.24 | -18.25 | -1.39 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APLVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.36 | -37.09 | 0.73 | | 2007 | | | N/A | 1.42 | N/A | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
APLVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.15 | 16.73 | 15.74 | N/A | | 2008 | -9.13 | -5.14 | -7.19 | -20.45 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 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 | 947 | 1335 | 70.94 | | 1-Month | 620 | 1379 | 44.96 | | 3-Month | 629 | 1368 | 45.98 | | 6-Month | 659 | 1346 | 48.96 | | 1-Year | 788 | 1318 | 59.79 | | 3-Year | | 1124 | N/A | | 5-Year | | 934 | N/A |
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