|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.12% | | 5-Year Average Return: | 1.72% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.17% | |
Worst 1-Yr Total Return (2008): | -37.93% | |
Best 3-Yr Total Return (2006-8): | -7.66% | |
Worst 3-Yr Total Return (2006-8): | -7.66% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | APWRX | Category | Diff | Index* | Diff | | Year To Date | 24.12 | 24.15 | -0.03 | 17.05 | 7.07 | | 1-Month | -1.21 | -2.25 | 1.04 | -1.86 | 0.65 | | 3-Month | 4.69 | 4.52 | 0.17 | 5.48 | -0.79 | | 1-Year | 14.97 | 15.35 | -0.38 | 9.80 | 5.17 | | 3-Year | -2.78 | -4.95 | 2.17 | -7.02 | 4.24 | | 5-Year | 1.72 | 0.99 | 0.73 | 0.33 | 1.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.34 | 42.81 | -1.47 | 45.76 | -4.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.87 | -17.14 | 0.27 | -18.25 | 1.38 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | APWRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
APWRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.41 | 15.56 | 12.56 | N/A | | 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 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 810 | 1802 | 44.95 | | 1-Month | 378 | 1890 | 20.00 | | 3-Month | 565 | 1884 | 29.99 | | 6-Month | 1077 | 1827 | 58.95 | | 1-Year | 821 | 1797 | 45.69 | | 3-Year | 247 | 1518 | 16.27 | | 5-Year | | 1251 | N/A |
|
|
|
|
|
1.00% Nasdaq 0.00%
Performance
