|
| Morningstar Return Rating: | | | Year to Date Return: | 51.22% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -2.02% | |
Worst 1-Yr Total Return (2008): | -18.05% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | APPLX | Category | Diff | Index* | Diff | | Year To Date | 51.22 | 23.00 | 28.22 | 17.05 | 34.17 | | 1-Month | 3.14 | -3.83 | 6.97 | -1.86 | 5 | | 3-Month | 11.84 | 6.04 | 5.8 | 5.48 | 6.36 | | 1-Year | 51.16 | 17.86 | 33.3 | 9.80 | 41.36 | | 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) | 61.04 | 55.15 | 5.89 | 45.76 | 15.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 12.94 | -15.15 | 28.09 | -18.25 | 31.19 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APPLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.05 | -36.77 | 18.72 | | 2007 | | | -2.02 | 0.83 | -2.85 | | 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
APPLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.64 | 26.80 | 16.36 | N/A | | 2008 | -8.54 | 5.06 | -0.35 | -14.42 | | 2007 | 4.79 | 4.66 | -5.64 | -5.32 | | 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 | 8 | 424 | 1.89 | | 1-Month | 4 | 445 | 0.90 | | 3-Month | 4 | 440 | 0.91 | | 6-Month | 8 | 433 | 1.85 | | 1-Year | 8 | 419 | 1.91 | | 3-Year | | 339 | N/A | | 5-Year | | 249 | N/A |
|
|
|
|
|
1.22% Nasdaq 
Performance
