|
| Morningstar Return Rating: | | | Year to Date Return: | 28.69% | | 5-Year Average Return: | 7.69% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -46.72% | |
Worst 1-Yr Total Return (2008): | -46.72% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | -10.05% | | 3-Year: | 2.81% | | 5-Year: | 8.92% | | 10-Year: | 5.93% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ATHBX | Category | Diff | Index* | Diff | | Year To Date | 28.69 | 31.59 | -2.9 | 24.07 | 4.62 | | 1-Month | 5.79 | 4.49 | 1.3 | 6.00 | -0.21 | | 3-Month | 5.49 | 6.16 | -0.67 | 7.91 | -2.42 | | 1-Year | 29.21 | 35.24 | -6.03 | 25.39 | 3.82 | | 3-Year | 0.14 | -5.04 | 5.18 | -5.79 | 5.93 | | 5-Year | 7.69 | 1.47 | 6.22 | 0.71 | 6.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.17 | 48.99 | -2.82 | 45.76 | 0.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.28 | -20.53 | -5.75 | -18.25 | -8.03 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATHBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.72 | -43.77 | -2.95 | | 2007 | | | N/A | 15.09 | N/A | | 2006 | | | N/A | 9.00 | N/A | | 2005 | | | N/A | 9.84 | N/A | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
ATHBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.44 | 14.59 | 17.00 | N/A | | 2008 | -15.08 | 8.61 | -21.01 | -26.87 | | 2007 | N/A | N/A | N/A | 6.73 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 529 | 827 | 63.97 | | 1-Month | 378 | 881 | 42.91 | | 3-Month | 685 | 879 | 77.93 | | 6-Month | 637 | 862 | 73.90 | | 1-Year | 508 | 825 | 61.58 | | 3-Year | | 734 | N/A | | 5-Year | | 632 | N/A |
|
|
|
|
|