|
| Morningstar Return Rating: | Average | | Year to Date Return: | 19.50% | | 5-Year Average Return: | 1.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.51% | |
Worst 1-Yr Total Return (2008): | -34.91% | |
Best 3-Yr Total Return (2005-7): | 8.24% | |
Worst 3-Yr Total Return (2006-8): | -7.43% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ATAFX | Category | Diff | Index* | Diff | | Year To Date | 19.50 | 24.15 | -4.65 | 17.05 | 2.45 | | 1-Month | -2.73 | -2.25 | -0.48 | -1.86 | -0.87 | | 3-Month | 1.88 | 4.52 | -2.64 | 5.48 | -3.6 | | 1-Year | 11.57 | 15.35 | -3.78 | 9.80 | 1.77 | | 3-Year | -3.80 | -4.95 | 1.15 | -7.02 | 3.22 | | 5-Year | 1.24 | 0.99 | 0.25 | 0.33 | 0.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.58 | 42.81 | 2.77 | 45.76 | -0.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.05 | -17.14 | -0.91 | -18.25 | 0.2 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATAFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.91 | -40.67 | 5.76 | | 2007 | | | 11.51 | 13.35 | -1.84 | | 2006 | | | 9.30 | 7.05 | 2.25 | | 2005 | | | 4.04 | 6.71 | -2.67 | | 2004 | | | 10.10 | 7.81 | 2.29 | | 2003 | | | 26.08 | 28.66 | -2.58 | | 2002 | | | -18.28 | -27.64 | 9.36 | | 2001 | | | -27.01 | -22.30 | -4.71 | | 2000 | | | -11.53 | -13.05 | 1.52 | | 1999 | | | 38.69 | 38.87 | -0.18 |
|
| PAST QUARTERLY RETURNS (%) FOR
ATAFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.37 | 20.34 | 12.64 | N/A | | 2008 | -7.64 | 0.53 | -11.29 | -20.97 | | 2007 | 2.24 | 6.73 | 3.60 | -1.36 | | 2006 | 4.59 | -4.45 | 3.46 | 5.71 | | 2005 | -2.23 | -0.32 | 3.31 | 3.33 | | 2004 | 1.30 | 2.02 | -3.70 | 10.63 | | 2003 | -5.25 | 12.35 | 6.31 | 11.41 | | 2002 | 2.18 | -9.43 | -14.36 | 3.11 | | 2001 | -23.03 | 2.60 | -19.54 | 14.87 | | 2000 | 16.19 | -5.11 | 2.46 | -21.67 | | 1999 | N/A | N/A | N/A | 31.09 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1333 | 1802 | 73.97 | | 1-Month | 1606 | 1890 | 84.97 | | 3-Month | 1770 | 1884 | 93.95 | | 6-Month | 1169 | 1827 | 63.98 | | 1-Year | 1009 | 1797 | 56.15 | | 3-Year | 452 | 1518 | 29.78 | | 5-Year | 476 | 1251 | 38.05 |
|
|
|
|
|
0.22% Nasdaq 
Performance
