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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.01% | | 5-Year Average Return: | 2.69% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.84% | |
Worst 1-Yr Total Return (2008): | -33.19% | |
Best 3-Yr Total Return (2004-6): | 13.57% | |
Worst 3-Yr Total Return (2006-8): | -5.04% |
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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 | ATASX | Category | Diff | Index* | Diff | | Year To Date | 18.01 | 19.13 | -1.12 | 17.05 | 0.96 | | 1-Month | -7.21 | -5.65 | -1.56 | -1.86 | -5.35 | | 3-Month | 0.34 | 2.75 | -2.41 | 5.48 | -5.14 | | 1-Year | 7.62 | 11.45 | -3.83 | 9.80 | -2.18 | | 3-Year | -6.07 | -8.46 | 2.39 | -7.02 | 0.95 | | 5-Year | 2.69 | 0.52 | 2.17 | 0.33 | 2.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.03 | 57.02 | -9.99 | 45.76 | 1.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.78 | -18.27 | 1.49 | -18.25 | 1.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATASX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.19 | -36.56 | 3.37 | | 2007 | | | 0.27 | -1.10 | 1.37 | | 2006 | | | 27.84 | 15.03 | 12.81 | | 2005 | | | 2.34 | 6.75 | -4.41 | | 2004 | | | 11.95 | 18.94 | -6.99 | | 2003 | | | 56.86 | 43.41 | 13.45 | | 2002 | | | -11.08 | -16.22 | 5.14 | | 2001 | | | 13.57 | 8.92 | 4.65 | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ATASX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.03 | 16.25 | 16.41 | N/A | | 2008 | -14.72 | 4.60 | 1.08 | -25.91 | | 2007 | 3.07 | 4.57 | -6.36 | -0.64 | | 2006 | 19.41 | -5.43 | 1.48 | 11.57 | | 2005 | -5.19 | 3.00 | 4.99 | -0.19 | | 2004 | 5.59 | -1.95 | -6.04 | 15.09 | | 2003 | -2.11 | 25.28 | 8.82 | 17.53 | | 2002 | 8.80 | -1.87 | -21.53 | 6.13 | | 2001 | -0.92 | 13.82 | -14.63 | 17.96 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | 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 | 641 | 43.99 | | 1-Month | 575 | 662 | 86.86 | | 3-Month | 469 | 652 | 71.93 | | 6-Month | 608 | 647 | 93.97 | | 1-Year | 304 | 630 | 48.25 | | 3-Year | 124 | 553 | 22.42 | | 5-Year | 84 | 452 | 18.58 |
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0.18% Nasdaq 0.00%
0.13 (0.85%) 
Performance
