|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 3.48% | | 5-Year Average Return: | 3.88% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.79% | |
Worst 1-Yr Total Return (2004): | 1.08% | |
Best 3-Yr Total Return (2006-8): | 4.78% | |
Worst 3-Yr Total Return (2004-6): | 2.16% |
|
| 1-Year: | 2.13% | | 3-Year: | 3.86% | | 5-Year: | 3.26% | | 10-Year: | 3.72% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ASTTX | Category | Diff | Index* | Diff | | Year To Date | 3.48 | 3.42 | 0.06 | 6.24 | -2.76 | | 1-Month | 0.25 | 0.37 | -0.12 | 0.49 | -0.24 | | 3-Month | 1.48 | 1.41 | 0.07 | 2.60 | -1.12 | | 1-Year | 5.38 | 6.18 | -0.8 | 13.79 | -8.41 | | 3-Year | 4.89 | 4.97 | -0.08 | 6.35 | -1.46 | | 5-Year | 3.88 | 3.80 | 0.08 | 5.05 | -1.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.56 | 2.96 | -0.4 | 7.06 | -4.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.98 | 5.15 | -0.17 | 7.94 | -2.96 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ASTTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.85 | 4.80 | 0.05 | | 2007 | | | 5.79 | 5.87 | -0.08 | | 2006 | | | 3.69 | 3.67 | 0.02 | | 2005 | | | 1.71 | 1.26 | 0.45 | | 2004 | | | 1.08 | 1.46 | -0.38 | | 2003 | | | N/A | 1.45 | N/A | | 2002 | | | N/A | 6.85 | N/A | | 2001 | | | N/A | 7.26 | N/A | | 2000 | | | N/A | 8.30 | N/A | | 1999 | | | N/A | 1.49 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
ASTTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.98 | 0.65 | 1.56 | N/A | | 2008 | 1.95 | 0.00 | 0.82 | 2.00 | | 2007 | 1.46 | 0.66 | 1.86 | 1.70 | | 2006 | 0.28 | 0.65 | 1.86 | 0.86 | | 2005 | 0.01 | 1.13 | 0.02 | 0.55 | | 2004 | 0.95 | -1.14 | 1.05 | 0.23 | | 2003 | N/A | N/A | N/A | -0.03 | | 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 | 63 | 159 | 39.62 | | 1-Month | 65 | 163 | 39.88 | | 3-Month | 76 | 162 | 46.91 | | 6-Month | 69 | 161 | 42.86 | | 1-Year | 62 | 157 | 39.49 | | 3-Year | 73 | 150 | 48.67 | | 5-Year | 58 | 145 | 40.00 |
|
|
|
|
|