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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.84% | | 5-Year Average Return: | 1.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.24% | |
Worst 1-Yr Total Return (2008): | -37.83% | |
Best 3-Yr Total Return (2004-6): | 12.59% | |
Worst 3-Yr Total Return (2006-8): | -9.12% |
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| 1-Year: | -9.74% | | 3-Year: | -5.44% | | 5-Year: | 1.68% | | 10-Year: | 5.04% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MAPBX | Category | Diff | Index* | Diff | | Year To Date | 20.84 | 18.65 | 2.19 | 17.05 | 3.79 | | 1-Month | -2.27 | -2.18 | -0.09 | -1.86 | -0.41 | | 3-Month | 5.72 | 5.08 | 0.64 | 5.48 | 0.24 | | 1-Year | 12.97 | 11.86 | 1.11 | 9.80 | 3.17 | | 3-Year | -6.42 | -6.78 | 0.36 | -7.02 | 0.6 | | 5-Year | 1.36 | 0.49 | 0.87 | 0.33 | 1.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.46 | 45.26 | 5.2 | 45.76 | 4.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.90 | -15.99 | -0.91 | -18.25 | 1.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MAPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.83 | -37.79 | -0.04 | | 2007 | | | 4.78 | 6.16 | -1.38 | | 2006 | | | 15.24 | 14.17 | 1.07 | | 2005 | | | 7.68 | 5.88 | 1.80 | | 2004 | | | 15.01 | 10.02 | 4.99 | | 2003 | | | 37.35 | 27.05 | 10.30 | | 2002 | | | -20.63 | -22.25 | 1.62 | | 2001 | | | 1.29 | -13.50 | 14.79 | | 2000 | | | 15.72 | -6.31 | 22.03 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MAPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.99 | 17.40 | 17.01 | N/A | | 2008 | -7.10 | -3.52 | -9.73 | -23.17 | | 2007 | 1.29 | 6.23 | 1.04 | -3.62 | | 2006 | 6.49 | -1.88 | 2.53 | 7.57 | | 2005 | -1.32 | 1.09 | 5.97 | 1.87 | | 2004 | 3.73 | 1.80 | -1.28 | 10.33 | | 2003 | -3.26 | 19.98 | 4.13 | 13.64 | | 2002 | 1.25 | -10.88 | -16.01 | 4.74 | | 2001 | -3.83 | 8.61 | -14.86 | 13.90 | | 2000 | 8.41 | -2.26 | 4.98 | 4.02 | | 1999 | N/A | N/A | N/A | 11.33 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 644 | 2013 | 31.99 | | 1-Month | 1371 | 2110 | 64.98 | | 3-Month | 1295 | 2090 | 61.96 | | 6-Month | 573 | 2049 | 27.96 | | 1-Year | 531 | 1999 | 26.56 | | 3-Year | 569 | 1694 | 33.59 | | 5-Year | 308 | 1352 | 22.78 |
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0.90% Nasdaq 
Performance
