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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.05% | | 5-Year Average Return: | 1.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.75% | |
Worst 1-Yr Total Return (2008): | -17.82% | |
Best 3-Yr Total Return (2005-7): | 4.00% | |
Worst 3-Yr Total Return (2006-8): | -3.49% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | APSTX | Category | Diff | Index* | Diff | | Year To Date | 16.05 | 9.09 | 6.96 | 6.24 | 9.81 | | 1-Month | 1.51 | 0.68 | 0.83 | 0.49 | 1.02 | | 3-Month | 5.06 | 2.53 | 2.53 | 2.60 | 2.46 | | 1-Year | 5.52 | 9.59 | -4.07 | 13.79 | -8.27 | | 3-Year | 0.18 | 3.61 | -3.43 | 6.35 | -6.17 | | 5-Year | 1.42 | 3.21 | -1.79 | 5.05 | -3.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.95 | 7.68 | 5.27 | 7.06 | 5.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.72 | 4.17 | -6.89 | 7.94 | -10.66 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APSTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.82 | -4.23 | -13.59 | | 2007 | | | 4.75 | 4.29 | 0.46 | | 2006 | | | 4.43 | 4.05 | 0.38 | | 2005 | | | 2.84 | 1.45 | 1.39 | | 2004 | | | 2.21 | 1.63 | 0.58 | | 2003 | | | 3.56 | 2.54 | 1.02 | | 2002 | | | 6.26 | 5.47 | 0.79 | | 2001 | | | 7.58 | 7.27 | 0.31 | | 2000 | | | 8.95 | 7.59 | 1.36 | | 1999 | | | 3.54 | 2.21 | 1.33 |
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| PAST QUARTERLY RETURNS (%) FOR
APSTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.16 | 6.26 | 5.31 | N/A | | 2008 | 0.26 | -1.59 | -4.84 | -12.47 | | 2007 | 1.49 | 0.93 | 1.50 | 0.74 | | 2006 | 0.54 | 0.74 | 2.10 | 0.98 | | 2005 | 0.28 | 1.27 | 0.48 | 0.78 | | 2004 | 0.85 | -0.47 | 1.43 | 0.38 | | 2003 | 0.88 | 1.18 | 0.47 | 0.98 | | 2002 | 0.36 | 2.60 | 1.53 | 1.64 | | 2001 | 2.54 | 1.21 | 2.79 | 0.85 | | 2000 | 1.49 | 1.84 | 2.44 | 2.91 | | 1999 | N/A | N/A | N/A | 0.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 20 | 419 | 4.77 | | 1-Month | 8 | 435 | 1.84 | | 3-Month | 21 | 434 | 4.84 | | 6-Month | 37 | 420 | 8.81 | | 1-Year | 190 | 419 | 45.35 | | 3-Year | 285 | 360 | 79.17 | | 5-Year | 238 | 305 | 78.03 |
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