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| Morningstar Return Rating: | Average | | Year to Date Return: | 5.03% | | 5-Year Average Return: | 5.04% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 8.26% | |
Worst 1-Yr Total Return (2005): | 1.69% | |
Best 3-Yr Total Return (2006-8): | 6.21% | |
Worst 3-Yr Total Return (2004-6): | 2.57% |
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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 | ATGIX | Category | Diff | Index* | Diff | | Year To Date | 5.03 | 5.18 | -0.15 | 6.24 | -1.21 | | 1-Month | 0.39 | 0.57 | -0.18 | 0.49 | -0.1 | | 3-Month | 2.26 | 2.42 | -0.16 | 2.60 | -0.34 | | 1-Year | 11.35 | 10.54 | 0.81 | 13.79 | -2.44 | | 3-Year | 6.86 | 5.52 | 1.34 | 6.35 | 0.51 | | 5-Year | 5.04 | 4.28 | 0.76 | 5.05 | -0.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.72 | 4.85 | -0.13 | 7.06 | -2.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.05 | 7.28 | 1.77 | 7.94 | 1.11 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 8.26 | 4.76 | 3.50 | | 2007 | | | 6.93 | 6.09 | 0.84 | | 2006 | | | 3.49 | 3.47 | 0.02 | | 2005 | | | 1.69 | 1.91 | -0.22 | | 2004 | | | 2.54 | 3.01 | -0.47 | | 2003 | | | 1.62 | 1.90 | -0.28 | | 2002 | | | 8.88 | 9.23 | -0.35 | | 2001 | | | 7.20 | 6.81 | 0.39 | | 2000 | | | 10.85 | 10.86 | -0.01 | | 1999 | | | 0.73 | -1.35 | 2.08 |
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| PAST QUARTERLY RETURNS (%) FOR
ATGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.15 | -0.49 | 2.93 | N/A | | 2008 | 2.85 | -0.98 | 1.59 | 4.64 | | 2007 | 1.45 | -0.76 | 2.91 | 3.19 | | 2006 | -0.73 | -0.22 | 3.61 | 0.84 | | 2005 | -0.61 | 1.96 | -0.14 | 0.49 | | 2004 | 1.85 | -1.83 | 2.06 | 0.47 | | 2003 | 0.74 | 1.12 | -0.23 | -0.02 | | 2002 | -0.16 | 3.38 | 4.51 | 0.94 | | 2001 | 2.48 | 0.35 | 4.60 | -0.34 | | 2000 | 2.25 | 1.21 | 2.79 | 4.20 | | 1999 | N/A | N/A | N/A | 0.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 165 | 367 | 44.96 | | 1-Month | 224 | 374 | 59.89 | | 3-Month | 115 | 374 | 30.75 | | 6-Month | 156 | 373 | 41.82 | | 1-Year | 78 | 357 | 21.85 | | 3-Year | 50 | 345 | 14.49 | | 5-Year | 79 | 318 | 24.84 |
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