|
| Morningstar Return Rating: | | | Year to Date Return: | 13.82% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -38.20% | |
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 |
|
| 1-Year: | -15.98% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | APMVX | Category | Diff | Index* | Diff | | Year To Date | 13.82 | 23.00 | -9.18 | 17.05 | -3.23 | | 1-Month | -4.56 | -3.83 | -0.73 | -1.86 | -2.7 | | 3-Month | 3.46 | 6.04 | -2.58 | 5.48 | -2.02 | | 1-Year | 8.43 | 17.86 | -9.43 | 9.80 | -1.37 | | 3-Year | N/A | -6.76 | N/A | -7.02 | N/A | | 5-Year | N/A | 1.68 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.02 | 55.15 | -11.13 | 45.76 | -1.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.66 | -15.15 | -9.51 | -18.25 | -6.41 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APMVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.20 | -36.77 | -1.43 | | 2007 | | | N/A | 0.83 | N/A | | 2006 | | | N/A | 15.87 | N/A | | 2005 | | | N/A | 8.82 | N/A | | 2004 | | | N/A | 17.85 | N/A | | 2003 | | | N/A | 33.85 | N/A | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
APMVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.86 | 13.58 | 19.13 | N/A | | 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 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 402 | 424 | 94.81 | | 1-Month | 387 | 445 | 86.97 | | 3-Month | 400 | 440 | 90.91 | | 6-Month | 415 | 433 | 95.84 | | 1-Year | 323 | 419 | 77.09 | | 3-Year | | 339 | N/A | | 5-Year | | 249 | N/A |
|
|
|
|
|