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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.95% | | 5-Year Average Return: | 3.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.32% | |
Worst 1-Yr Total Return (2008): | -3.75% | |
Best 3-Yr Total Return (2005-7): | 3.14% | |
Worst 3-Yr Total Return (2006-8): | 1.35% |
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| 1-Year: | 13.06% | | 3-Year: | 4.94% | | 5-Year: | 3.74% | | 10-Year: | 5.17% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ATRCX | Category | Diff | Index* | Diff | | Year To Date | 13.95 | 13.54 | 0.41 | 6.24 | 7.71 | | 1-Month | 0.74 | 0.89 | -0.15 | 0.49 | 0.25 | | 3-Month | 3.18 | 4.14 | -0.96 | 2.60 | 0.58 | | 1-Year | 20.69 | 17.86 | 2.83 | 13.79 | 6.9 | | 3-Year | 4.99 | 4.54 | 0.45 | 6.35 | -1.36 | | 5-Year | 3.74 | 3.85 | -0.11 | 5.05 | -1.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.63 | 13.81 | 2.82 | 7.06 | 9.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.77 | 6.49 | 1.28 | 7.94 | -0.17 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.75 | -4.70 | 0.95 | | 2007 | | | 5.32 | 4.70 | 0.62 | | 2006 | | | 2.70 | 4.15 | -1.45 | | 2005 | | | 1.43 | 1.80 | -0.37 | | 2004 | | | 2.92 | 3.91 | -0.99 | | 2003 | | | 4.13 | 5.10 | -0.97 | | 2002 | | | 10.03 | 8.04 | 1.99 | | 2001 | | | 6.27 | 7.64 | -1.37 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ATRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.30 | 8.24 | 5.88 | N/A | | 2008 | 1.29 | -1.27 | -4.55 | 0.84 | | 2007 | 1.31 | -1.04 | 2.61 | 2.38 | | 2006 | -0.88 | -0.63 | 3.46 | 0.78 | | 2005 | -0.76 | 3.37 | -1.39 | 0.27 | | 2004 | 2.54 | -3.26 | 3.16 | 0.57 | | 2003 | 1.45 | 3.17 | -0.57 | 0.05 | | 2002 | -0.51 | 3.49 | 5.55 | 1.25 | | 2001 | 2.60 | -0.44 | 4.66 | -0.61 | | 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 | 504 | 1122 | 44.92 | | 1-Month | 616 | 1164 | 52.92 | | 3-Month | 830 | 1154 | 71.92 | | 6-Month | 430 | 1133 | 37.95 | | 1-Year | 262 | 1113 | 23.54 | | 3-Year | 439 | 957 | 45.87 | | 5-Year | 433 | 845 | 51.24 |
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