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| Morningstar Return Rating: | Low | | Year to Date Return: | 18.98% | | 5-Year Average Return: | 0.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.55% | |
Worst 1-Yr Total Return (2008): | -30.80% | |
Best 3-Yr Total Return (2004-6): | 8.10% | |
Worst 3-Yr Total Return (2006-8): | -7.03% |
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| 1-Year: | -8.82% | | 3-Year: | -5.54% | | 5-Year: | -0.18% | | 10-Year: | 0.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ATCAX | Category | Diff | Index* | Diff | | Year To Date | 18.98 | 22.21 | -3.23 | N/A | N/A | | 1-Month | 3.19 | 3.58 | -0.39 | N/A | N/A | | 3-Month | 5.26 | 5.74 | -0.48 | N/A | N/A | | 1-Year | 23.07 | 26.14 | -3.07 | N/A | N/A | | 3-Year | -4.37 | -2.18 | -2.19 | N/A | N/A | | 5-Year | 0.41 | 2.20 | -1.79 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.82 | 33.99 | 2.83 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.57 | -9.13 | -3.44 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.80 | -28.00 | -2.80 | | 2007 | | | 5.06 | 5.99 | -0.93 | | 2006 | | | 10.55 | 11.29 | -0.74 | | 2005 | | | 4.22 | 5.13 | -0.91 | | 2004 | | | 9.65 | 8.86 | 0.79 | | 2003 | | | 18.56 | 20.35 | -1.79 | | 2002 | | | -10.48 | -12.02 | 1.54 | | 2001 | | | -7.71 | -5.05 | -2.66 | | 2000 | | | -1.00 | 1.82 | -2.82 | | 1999 | | | 10.14 | 10.71 | -0.57 |
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| PAST QUARTERLY RETURNS (%) FOR
ATCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.62 | 14.90 | 13.79 | N/A | | 2008 | -7.17 | -2.23 | -7.90 | -17.21 | | 2007 | 1.13 | 3.99 | 0.61 | -0.72 | | 2006 | 3.65 | -1.80 | 3.17 | 5.27 | | 2005 | -1.05 | 1.50 | 3.30 | 0.45 | | 2004 | 2.83 | -0.64 | -0.09 | 7.42 | | 2003 | -2.00 | 10.41 | 1.43 | 8.02 | | 2002 | 1.86 | -4.43 | -11.59 | 4.02 | | 2001 | -6.30 | 3.41 | -10.35 | 6.25 | | 2000 | 3.10 | -2.75 | 1.46 | -2.67 | | 1999 | N/A | N/A | N/A | 7.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 888 | 1184 | 75.00 | | 1-Month | 1085 | 1233 | 88.00 | | 3-Month | 934 | 1229 | 76.00 | | 6-Month | 446 | 1208 | 36.92 | | 1-Year | 685 | 1183 | 57.90 | | 3-Year | 655 | 932 | 70.28 | | 5-Year | 554 | 784 | 70.66 |
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1.27% Nasdaq 0.00%
Performance
