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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.80% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 3.95% | |
Worst 1-Yr Total Return (2008): | -15.73% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 3.23% | | 3-Year: | 1.61% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ATPAX | Category | Diff | Index* | Diff | | Year To Date | 22.80 | 40.95 | -18.15 | 6.24 | 16.56 | | 1-Month | 0.93 | 1.53 | -0.6 | 0.49 | 0.44 | | 3-Month | 3.18 | 8.19 | -5.01 | 2.60 | 0.58 | | 1-Year | 24.84 | 35.58 | -10.74 | 13.79 | 11.05 | | 3-Year | 3.04 | 2.61 | 0.43 | 6.35 | -3.31 | | 5-Year | N/A | 4.05 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.28 | 34.85 | -21.57 | 7.06 | 6.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.22 | 0.91 | -0.69 | 7.94 | -7.72 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATPAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -15.73 | -26.41 | 10.68 | | 2007 | | | 3.95 | 1.47 | 2.48 | | 2006 | | | N/A | 10.14 | N/A | | 2005 | | | N/A | 2.59 | N/A | | 2004 | | | N/A | 9.99 | N/A | | 2003 | | | N/A | 24.36 | N/A | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
ATPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 8.37 | 5.39 | 6.54 | N/A | | 2008 | -2.44 | 2.33 | -4.48 | -11.62 | | 2007 | 2.31 | 0.20 | 1.24 | 0.16 | | 2006 | N/A | N/A | 1.73 | 2.52 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 525 | 547 | 95.98 | | 1-Month | 530 | 577 | 91.85 | | 3-Month | 567 | 573 | 98.95 | | 6-Month | 541 | 553 | 97.83 | | 1-Year | 423 | 546 | 77.47 | | 3-Year | 201 | 471 | 42.68 | | 5-Year | | 401 | N/A |
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1.48% Nasdaq 
Performance
