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| Morningstar Return Rating: | | | Year to Date Return: | -2.79% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 25.93% | |
Worst 1-Yr Total Return (2008): | -38.20% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 18.69% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | APMVX | Category | Diff | Index* | Diff | | Year To Date | -2.79 | -2.38 | -0.41 | -3.60 | 0.81 | | 1-Month | -2.79 | -2.38 | -0.41 | -3.60 | 0.81 | | 3-Month | 7.55 | 7.18 | 0.37 | 4.16 | 3.39 | | 1-Year | 32.19 | 44.52 | -12.33 | 33.14 | -0.95 | | 3-Year | N/A | -7.42 | N/A | -7.24 | N/A | | 5-Year | N/A | 0.77 | N/A | 0.18 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.02 | 62.96 | -18.94 | 45.76 | -1.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.66 | -15.91 | -8.75 | -18.25 | -6.41 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APMVX | Category | Diff | | 2009 | | | 25.93 | 31.32 | -5.39 | | 2008 | | | -38.20 | -32.24 | -5.96 | | 2007 | | | N/A | -6.08 | N/A | | 2006 | | | N/A | 16.27 | N/A | | 2005 | | | N/A | 6.40 | N/A | | 2004 | | | N/A | 21.14 | N/A | | 2003 | | | N/A | 42.38 | N/A | | 2002 | | | N/A | -10.12 | N/A | | 2001 | | | N/A | 15.92 | N/A | | 2000 | | | N/A | 18.64 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
APMVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.86 | 13.58 | 19.13 | 5.59 | | 2008 | -7.60 | 2.81 | -12.98 | -25.25 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 337 | 384 | 87.76 | | 1-Month | 360 | 384 | 93.75 | | 3-Month | 286 | 382 | 74.87 | | 6-Month | 192 | 377 | 50.93 | | 1-Year | 263 | 364 | 72.25 | | 3-Year | | 308 | N/A | | 5-Year | | 240 | N/A |
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1.52% Nasdaq 0.00%
Performance
