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| Morningstar Return Rating: | Low | | Year to Date Return: | 19.02% | | 5-Year Average Return: | -1.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.21% | |
Worst 1-Yr Total Return (2008): | -37.92% | |
Best 3-Yr Total Return (2004-6): | 8.76% | |
Worst 3-Yr Total Return (2006-8): | -10.05% |
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| 1-Year: | -13.13% | | 3-Year: | -8.49% | | 5-Year: | -1.34% | | 10-Year: | -1.98% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ATLBX | Category | Diff | Index* | Diff | | Year To Date | 19.02 | 25.10 | -6.08 | 24.07 | -5.05 | | 1-Month | 5.40 | 5.28 | 0.12 | 6.00 | -0.6 | | 3-Month | 6.71 | 7.01 | -0.3 | 7.91 | -1.2 | | 1-Year | 22.58 | 28.01 | -5.43 | 25.39 | -2.81 | | 3-Year | -8.08 | -5.87 | -2.21 | -5.79 | -2.29 | | 5-Year | -1.45 | 0.64 | -2.09 | 0.71 | -2.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.21 | 46.08 | -3.87 | 45.76 | -3.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.13 | -17.41 | -1.72 | -18.25 | -0.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATLBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.92 | -37.79 | -0.13 | | 2007 | | | 3.56 | 6.16 | -2.60 | | 2006 | | | 13.21 | 14.17 | -0.96 | | 2005 | | | 4.11 | 5.88 | -1.77 | | 2004 | | | 9.14 | 10.02 | -0.88 | | 2003 | | | 24.46 | 27.05 | -2.59 | | 2002 | | | -22.64 | -22.25 | -0.39 | | 2001 | | | -14.89 | -13.50 | -1.39 | | 2000 | | | -10.32 | -6.31 | -4.01 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ATLBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.37 | 15.07 | 14.47 | N/A | | 2008 | -11.81 | -2.85 | -8.52 | -20.80 | | 2007 | 0.06 | 5.79 | 0.47 | -2.62 | | 2006 | 3.97 | -2.48 | 5.09 | 6.25 | | 2005 | -1.77 | 1.00 | 3.57 | 1.32 | | 2004 | 1.21 | 1.13 | -2.09 | 8.91 | | 2003 | -3.55 | 13.52 | 1.86 | 11.58 | | 2002 | -0.34 | -12.67 | -17.59 | 7.86 | | 2001 | -13.03 | 5.04 | -14.07 | 8.41 | | 2000 | 2.46 | -3.32 | -0.95 | -8.60 | | 1999 | N/A | N/A | N/A | 16.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1717 | 2021 | 84.96 | | 1-Month | 1415 | 2113 | 66.97 | | 3-Month | 1170 | 2091 | 55.95 | | 6-Month | 1238 | 2064 | 59.98 | | 1-Year | 1455 | 2011 | 72.35 | | 3-Year | 1281 | 1707 | 75.04 | | 5-Year | 1044 | 1360 | 76.76 |
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0.20% Nasdaq 
Performance
