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| Morningstar Return Rating: | Above average | | Year to Date Return: | -4.67% | | 5-Year Average Return: | 1.72% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 35.10% | |
Worst 1-Yr Total Return (2008): | -37.93% | |
Best 3-Yr Total Return (2007-9): | -0.30% | |
Worst 3-Yr Total Return (2006-8): | -7.66% |
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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 | APWRX | Category | Diff | Index* | Diff | | Year To Date | -4.67 | -4.87 | 0.2 | -3.60 | -1.07 | | 1-Month | -4.67 | -4.87 | 0.2 | -3.60 | -1.07 | | 3-Month | 3.76 | 3.82 | -0.06 | 4.16 | -0.4 | | 1-Year | 33.86 | 35.76 | -1.9 | 33.14 | 0.72 | | 3-Year | -2.76 | -5.20 | 2.44 | -7.24 | 4.48 | | 5-Year | 1.72 | 0.87 | 0.85 | 0.18 | 1.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.34 | 44.07 | -2.73 | 45.76 | -4.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.87 | -18.03 | 1.16 | -18.25 | 1.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APWRX | Category | Diff | | 2009 | | | 35.10 | 35.68 | -0.58 | | 2008 | | | -37.93 | -40.67 | 2.74 | | 2007 | | | 18.17 | 13.35 | 4.82 | | 2006 | | | 7.36 | 7.05 | 0.31 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
APWRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.41 | 15.56 | 12.56 | 7.54 | | 2008 | -9.64 | 0.78 | -11.70 | -22.81 | | 2007 | 0.60 | 6.96 | 7.62 | 2.05 | | 2006 | 2.36 | -3.81 | 4.97 | 3.88 | | 2005 | N/A | N/A | N/A | 3.18 | | 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 | 282 | 1882 | 14.98 | | 1-Month | 150 | 1882 | 7.97 | | 3-Month | 485 | 1867 | 25.98 | | 6-Month | 799 | 1860 | 42.96 | | 1-Year | 795 | 1787 | 44.49 | | 3-Year | 202 | 1545 | 13.07 | | 5-Year | | 1265 | N/A |
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1.52% Nasdaq 0.00%
Performance
