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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.15% | | 5-Year Average Return: | 0.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 7.85% | |
Worst 1-Yr Total Return (2008): | -23.91% | |
Best 3-Yr Total Return (2004-6): | 6.23% | |
Worst 3-Yr Total Return (2006-8): | -4.77% |
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| 1-Year: | -7.36% | | 3-Year: | -3.79% | | 5-Year: | 0.10% | | 10-Year: | 1.50% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ATLAX | Category | Diff | Index* | Diff | | Year To Date | 13.15 | 16.51 | -3.36 | N/A | N/A | | 1-Month | -0.61 | -0.33 | -0.28 | N/A | N/A | | 3-Month | 5.34 | 4.50 | 0.84 | N/A | N/A | | 1-Year | 9.52 | 15.92 | -6.4 | N/A | N/A | | 3-Year | -2.64 | 0.19 | -2.83 | N/A | N/A | | 5-Year | 0.97 | 2.75 | -1.78 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.59 | 25.13 | 3.46 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.14 | -3.25 | -5.89 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.91 | -18.61 | -5.30 | | 2007 | | | 5.23 | 4.53 | 0.70 | | 2006 | | | 7.85 | 8.16 | -0.31 | | 2005 | | | 3.31 | 2.97 | 0.34 | | 2004 | | | 7.58 | 5.46 | 2.12 | | 2003 | | | 12.93 | 12.34 | 0.59 | | 2002 | | | -5.36 | -3.11 | -2.25 | | 2001 | | | -3.02 | -0.39 | -2.63 | | 2000 | | | 3.45 | 4.28 | -0.83 | | 1999 | | | 7.16 | 5.85 | 1.31 |
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| PAST QUARTERLY RETURNS (%) FOR
ATLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.81 | 11.81 | 11.66 | N/A | | 2008 | -4.02 | -2.25 | -6.07 | -13.66 | | 2007 | 1.13 | 2.33 | 1.18 | 0.51 | | 2006 | 2.31 | -1.22 | 2.95 | 3.66 | | 2005 | -0.85 | 1.90 | 1.96 | 0.28 | | 2004 | 2.79 | -1.16 | 0.88 | 4.97 | | 2003 | -0.44 | 6.59 | 0.84 | 5.53 | | 2002 | 1.56 | -2.55 | -6.81 | 2.62 | | 2001 | -3.19 | 2.50 | -5.95 | 3.92 | | 2000 | 3.49 | -1.22 | 1.61 | -0.41 | | 1999 | N/A | N/A | N/A | 5.11 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 637 | 0.00 | | 1-Month | 0 | 644 | 0.00 | | 3-Month | 0 | 644 | 0.00 | | 6-Month | 216 | 638 | 33.86 | | 1-Year | | 633 | N/A | | 3-Year | | 506 | N/A | | 5-Year | | 343 | N/A |
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