|
| Morningstar Return Rating: | Average | | Year to Date Return: | -4.22% | | 5-Year Average Return: | 1.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 36.37% | |
Worst 1-Yr Total Return (2008): | -37.12% | |
Best 3-Yr Total Return (2005-7): | 8.55% | |
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 | -4.22 | -4.87 | 0.65 | -3.60 | -0.62 | | 1-Month | -4.22 | -4.87 | 0.65 | -3.60 | -0.62 | | 3-Month | 5.35 | 3.82 | 1.53 | 4.16 | 1.19 | | 1-Year | 37.09 | 35.76 | 1.33 | 33.14 | 3.95 | | 3-Year | -4.57 | -5.20 | 0.63 | -7.24 | 2.67 | | 5-Year | 1.37 | 0.87 | 0.5 | 0.18 | 1.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.05 | 44.07 | 0.98 | 45.76 | -0.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.88 | -18.03 | 2.15 | -18.25 | 2.37 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATLVX | Category | Diff | | 2009 | | | 36.37 | 35.68 | 0.69 | | 2008 | | | -37.12 | -40.67 | 3.55 | | 2007 | | | 7.89 | 13.35 | -5.46 | | 2006 | | | 13.20 | 7.05 | 6.15 | | 2005 | | | 4.71 | 6.71 | -2.00 | | 2004 | | | 12.55 | 7.81 | 4.74 | | 2003 | | | 29.10 | 28.66 | 0.44 | | 2002 | | | -18.86 | -27.64 | 8.78 | | 2001 | | | -0.16 | -22.30 | 22.14 | | 2000 | | | N/A | -13.05 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
ATLVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.06 | 14.21 | 16.47 | 5.75 | | 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 | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 470 | 1882 | 24.97 | | 1-Month | 1373 | 1882 | 72.95 | | 3-Month | 261 | 1867 | 13.98 | | 6-Month | 334 | 1860 | 17.96 | | 1-Year | 528 | 1787 | 29.55 | | 3-Year | 504 | 1545 | 32.62 | | 5-Year | 390 | 1265 | 30.83 |
|
|
|
|
|
1.52% Nasdaq 
Performance
