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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.22% | | 5-Year Average Return: | 2.95% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 28.33% | |
Worst 1-Yr Total Return (2008): | -32.99% | |
Best 3-Yr Total Return (2006-8): | -4.76% | |
Worst 3-Yr Total Return (2006-8): | -4.76% |
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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 | ATSIX | Category | Diff | Index* | Diff | | Year To Date | 18.22 | 19.13 | -0.91 | 17.05 | 1.17 | | 1-Month | -7.24 | -5.65 | -1.59 | -1.86 | -5.38 | | 3-Month | 0.41 | 2.75 | -2.34 | 5.48 | -5.07 | | 1-Year | 7.94 | 11.45 | -3.51 | 9.80 | -1.86 | | 3-Year | -5.82 | -8.46 | 2.64 | -7.02 | 1.2 | | 5-Year | 2.95 | 0.52 | 2.43 | 0.33 | 2.62 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.38 | 57.02 | -9.64 | 45.76 | 1.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.52 | -18.27 | 1.75 | -18.25 | 1.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ATSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.99 | -36.56 | 3.57 | | 2007 | | | 0.48 | -1.10 | 1.58 | | 2006 | | | 28.33 | 15.03 | 13.30 | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ATSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.05 | 16.34 | 16.59 | N/A | | 2008 | -14.64 | 4.68 | 1.07 | -25.81 | | 2007 | 3.10 | 4.63 | -6.31 | -0.58 | | 2006 | 19.54 | -5.36 | 1.58 | 11.67 | | 2005 | N/A | 3.07 | 5.11 | -0.18 | | 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 | 275 | 641 | 42.90 | | 1-Month | 569 | 662 | 85.95 | | 3-Month | 462 | 652 | 70.86 | | 6-Month | 601 | 647 | 92.89 | | 1-Year | 290 | 630 | 46.03 | | 3-Year | 108 | 553 | 19.53 | | 5-Year | | 452 | N/A |
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0.35% Nasdaq 
0.16%
Performance
