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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.22% | | 5-Year Average Return: | 4.42% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.22% | |
Worst 1-Yr Total Return (2008): | -2.09% | |
Best 3-Yr Total Return (2005-7): | 4.61% | |
Worst 3-Yr Total Return (2006-8): | 3.24% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ATPIX | Category | Diff | Index* | Diff | | Year To Date | 10.22 | 10.39 | -0.17 | 6.24 | 3.98 | | 1-Month | 1.60 | 1.31 | 0.29 | 0.49 | 1.11 | | 3-Month | 4.21 | 4.45 | -0.24 | 2.60 | 1.61 | | 1-Year | 13.94 | 16.20 | -2.26 | 13.79 | 0.15 | | 3-Year | 6.02 | 4.77 | 1.25 | 6.35 | -0.33 | | 5-Year | 4.42 | 4.21 | 0.21 | 5.05 | -0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.13 | 10.71 | -2.58 | 7.06 | 1.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.34 | -1.75 | 0.41 | 7.94 | -9.28 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.09 | -4.08 | 1.99 | | 2007 | | | 11.22 | 9.86 | 1.36 | | 2006 | | | 1.05 | 0.09 | 0.96 | | 2005 | | | 1.86 | 2.09 | -0.23 | | 2004 | | | N/A | 7.48 | N/A | | 2003 | | | N/A | 7.15 | N/A | | 2002 | | | N/A | 14.81 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 12.36 | N/A | | 1999 | | | N/A | 1.80 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ATPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.78 | 0.62 | 2.89 | N/A | | 2008 | 5.70 | 0.09 | -2.76 | -4.82 | | 2007 | 2.52 | -0.41 | 3.58 | 5.18 | | 2006 | -1.13 | 0.93 | 2.27 | -0.99 | | 2005 | -0.73 | 2.39 | 0.50 | -0.29 | | 2004 | N/A | N/A | 2.31 | 1.56 | | 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 | 58 | 158 | 36.71 | | 1-Month | 108 | 162 | 66.67 | | 3-Month | 142 | 158 | 89.87 | | 6-Month | 156 | 158 | 98.73 | | 1-Year | 90 | 156 | 57.69 | | 3-Year | 29 | 138 | 21.01 | | 5-Year | 29 | 82 | 35.37 |
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