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Tuesday, December 8, 2009, 6:56AM ET - U.S. Markets open in 2 hours and 34 minutes. Dow Up 0.01% Nasdaq  0.00%
ActivePassive Intermediate Taxable Bd A (APTAX)On Dec 7: 15.55  Up 0.03 (0.19%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:
Year to Date Return:3.35%
5-Year Average Return:N/A
Number of Years Up:1
Number of Years Down:0
Best 1-Yr Total Return (2008):4.75%
Worst 1-Yr Total Return (2008):4.75%
Best 3-Yr Total Return (N/A):N/A
Worst 3-Yr Total Return (N/A):N/A
LOAD ADJUSTED RETURNS 
1-Year:1.87%
3-Year:N/A
5-Year:N/A
10-Year:N/A
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnAPTAXCategoryDiffIndex*Diff
Year To Date3.3513.54-10.196.24-2.89
1-Month0.330.89-0.560.49-0.16
3-Month1.974.14-2.172.60-0.63
1-Year11.3517.86-6.5113.79-2.44
3-YearN/A4.54N/A6.35N/A
5-YearN/A3.85N/A5.05N/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)5.2713.81-8.547.06-1.79
Last Bear Market ( 31-Aug-08 to 31-Aug-09)6.086.49-0.417.94-1.86
* Index means [ BarCap US Agg Bond TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearAPTAXCategoryDiff
2009N/AN/AN/A
2008
 
4.75-4.709.45
2007N/A4.70N/A
2006N/A4.15N/A
2005N/A1.80N/A
2004N/A3.91N/A
2003N/A5.10N/A
2002N/A8.04N/A
2001N/A7.64N/A
2000N/A9.44N/A
1999N/A-1.35N/A
PAST QUARTERLY RETURNS (%) FOR APTAX 
Q1Q2Q3Q4
2009-1.401.532.89N/A
20082.02-1.68-0.474.93
2007N/AN/AN/AN/A
2006N/AN/AN/AN/A
2005N/AN/AN/AN/A
2004N/AN/AN/AN/A
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date1099112297.95
1-Month826116470.96
3-Month1107115495.93
6-Month1076113394.97
1-Year856111376.91
3-Year957N/A
5-Year845N/A

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