|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.98% | | 5-Year Average Return: | 1.51% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.20% | |
Worst 1-Yr Total Return (2008): | -37.12% | |
Best 3-Yr Total Return (2004-6): | 10.09% | |
Worst 3-Yr Total Return (2006-8): | -8.42% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ATLVX | Category | Diff | Index* | Diff | | Year To Date | 23.98 | 18.65 | 5.33 | 17.05 | 6.93 | | 1-Month | -3.86 | -2.18 | -1.68 | -1.86 | -2 | | 3-Month | 4.74 | 5.08 | -0.34 | 5.48 | -0.74 | | 1-Year | 17.13 | 11.86 | 5.27 | 9.80 | 7.33 | | 3-Year | -4.66 | -6.78 | 2.12 | -7.02 | 2.36 | | 5-Year | 1.51 | 0.49 | 1.02 | 0.33 | 1.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.05 | 45.26 | -0.21 | 45.76 | -0.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.88 | -15.99 | 0.11 | -18.25 | 2.37 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATLVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.12 | -37.79 | 0.67 | | 2007 | | | 7.89 | 6.16 | 1.73 | | 2006 | | | 13.20 | 14.17 | -0.97 | | 2005 | | | 4.71 | 5.88 | -1.17 | | 2004 | | | 12.55 | 10.02 | 2.53 | | 2003 | | | 29.10 | 27.05 | 2.05 | | 2002 | | | -18.86 | -22.25 | 3.39 | | 2001 | | | -0.16 | -13.50 | 13.34 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
ATLVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.06 | 14.21 | 16.47 | N/A | | 2008 | -11.89 | 1.63 | -8.11 | -23.58 | | 2007 | -0.01 | 7.01 | 3.46 | -2.54 | | 2006 | 3.48 | -1.15 | 4.40 | 6.00 | | 2005 | -0.44 | 0.17 | 2.59 | 2.35 | | 2004 | 3.94 | 0.85 | -2.78 | 10.45 | | 2003 | -4.91 | 19.96 | 0.51 | 12.60 | | 2002 | -0.28 | -9.99 | -15.12 | 6.51 | | 2001 | -6.18 | 5.19 | -9.02 | 11.19 | | 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 | 322 | 2013 | 16.00 | | 1-Month | 2067 | 2110 | 97.96 | | 3-Month | 1525 | 2090 | 72.97 | | 6-Month | 1803 | 2049 | 87.99 | | 1-Year | 285 | 1999 | 14.26 | | 3-Year | 252 | 1694 | 14.88 | | 5-Year | 270 | 1352 | 19.97 |
|
|
|
|
|
0.22% Nasdaq 
Performance
