|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.79% | | 5-Year Average Return: | 4.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.35% | |
Worst 1-Yr Total Return (2008): | -2.72% | |
Best 3-Yr Total Return (2005-7): | 4.13% | |
Worst 3-Yr Total Return (2006-8): | 2.34% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ATRIX | Category | Diff | Index* | Diff | | Year To Date | 14.79 | 13.54 | 1.25 | 6.24 | 8.55 | | 1-Month | 0.73 | 0.89 | -0.16 | 0.49 | 0.24 | | 3-Month | 3.46 | 4.14 | -0.68 | 2.60 | 0.86 | | 1-Year | 21.91 | 17.86 | 4.05 | 13.79 | 8.12 | | 3-Year | 6.03 | 4.54 | 1.49 | 6.35 | -0.32 | | 5-Year | 4.75 | 3.85 | 0.9 | 5.05 | -0.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.33 | 13.81 | 3.52 | 7.06 | 10.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.82 | 6.49 | 2.33 | 7.94 | 0.88 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATRIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.72 | -4.70 | 1.98 | | 2007 | | | 6.35 | 4.70 | 1.65 | | 2006 | | | 3.60 | 4.15 | -0.55 | | 2005 | | | 2.49 | 1.80 | 0.69 | | 2004 | | | 3.90 | 3.91 | -0.01 | | 2003 | | | 5.12 | 5.10 | 0.02 | | 2002 | | | 11.10 | 8.04 | 3.06 | | 2001 | | | 7.27 | 7.64 | -0.37 | | 2000 | | | 12.38 | 9.44 | 2.94 | | 1999 | | | -2.95 | -1.35 | -1.60 |
|
| PAST QUARTERLY RETURNS (%) FOR
ATRIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.18 | 8.62 | 6.16 | N/A | | 2008 | 1.53 | -0.93 | -4.32 | 1.08 | | 2007 | 1.56 | -0.81 | 2.86 | 2.64 | | 2006 | -0.75 | -0.39 | 3.72 | 1.03 | | 2005 | -0.53 | 3.62 | -1.16 | 0.61 | | 2004 | 2.78 | -3.04 | 3.41 | 0.82 | | 2003 | 1.69 | 3.41 | -0.34 | 0.29 | | 2002 | -0.27 | 3.74 | 5.71 | 1.59 | | 2001 | 2.84 | -0.20 | 4.92 | -0.38 | | 2000 | 3.50 | 0.88 | 2.86 | 4.64 | | 1999 | N/A | N/A | N/A | -0.58 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 437 | 1122 | 38.95 | | 1-Month | 488 | 1164 | 41.92 | | 3-Month | 784 | 1154 | 67.94 | | 6-Month | 385 | 1133 | 33.98 | | 1-Year | 221 | 1113 | 19.86 | | 3-Year | 255 | 957 | 26.65 | | 5-Year | 196 | 845 | 23.20 |
|
|
|
|
|
0.06% Nasdaq 
0.02 (0.19%) 
Performance
