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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.52% | | 5-Year Average Return: | 4.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.09% | |
Worst 1-Yr Total Return (2008): | -3.06% | |
Best 3-Yr Total Return (2005-7): | 3.91% | |
Worst 3-Yr Total Return (2006-8): | 2.08% |
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| 1-Year: | 9.71% | | 3-Year: | 4.12% | | 5-Year: | 3.54% | | 10-Year: | 5.43% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ATRRX | Category | Diff | Index* | Diff | | Year To Date | 14.52 | 13.54 | 0.98 | 6.24 | 8.28 | | 1-Month | 0.70 | 0.89 | -0.19 | 0.49 | 0.21 | | 3-Month | 3.37 | 4.14 | -0.77 | 2.60 | 0.77 | | 1-Year | 21.45 | 17.86 | 3.59 | 13.79 | 7.66 | | 3-Year | 5.75 | 4.54 | 1.21 | 6.35 | -0.6 | | 5-Year | 4.47 | 3.85 | 0.62 | 5.05 | -0.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.13 | 13.81 | 3.32 | 7.06 | 10.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.65 | 6.49 | 2.16 | 7.94 | 0.71 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATRRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.06 | -4.70 | 1.64 | | 2007 | | | 6.09 | 4.70 | 1.39 | | 2006 | | | 3.44 | 4.15 | -0.71 | | 2005 | | | 2.24 | 1.80 | 0.44 | | 2004 | | | 3.64 | 3.91 | -0.27 | | 2003 | | | 4.86 | 5.10 | -0.24 | | 2002 | | | 10.82 | 8.04 | 2.78 | | 2001 | | | 7.01 | 7.64 | -0.63 | | 2000 | | | 12.33 | 9.44 | 2.89 | | 1999 | | | -3.21 | -1.35 | -1.86 |
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| PAST QUARTERLY RETURNS (%) FOR
ATRRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.13 | 8.44 | 6.07 | N/A | | 2008 | 1.37 | -0.99 | -4.38 | 1.02 | | 2007 | 1.49 | -0.97 | 2.90 | 2.57 | | 2006 | -0.81 | -0.36 | 3.55 | 1.07 | | 2005 | -0.50 | 3.45 | -1.22 | 0.54 | | 2004 | 2.72 | -3.00 | 3.24 | 0.75 | | 2003 | 1.63 | 3.44 | -0.49 | 0.23 | | 2002 | -0.33 | 3.67 | 5.74 | 1.43 | | 2001 | 2.67 | -0.17 | 4.86 | -0.44 | | 2000 | 3.44 | 0.92 | 2.79 | 4.68 | | 1999 | N/A | N/A | N/A | -0.75 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 460 | 1122 | 41.00 | | 1-Month | 675 | 1164 | 57.99 | | 3-Month | 807 | 1154 | 69.93 | | 6-Month | 396 | 1133 | 34.95 | | 1-Year | 229 | 1113 | 20.58 | | 3-Year | 312 | 957 | 32.60 | | 5-Year | 278 | 845 | 32.90 |
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