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| Morningstar Return Rating: | Above average | | Year to Date Return: | 60.36% | | 5-Year Average Return: | 15.52% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 33.66% | |
Worst 1-Yr Total Return (2008): | -46.11% | |
Best 3-Yr Total Return (2005-7): | 27.71% | |
Worst 3-Yr Total Return (2006-8): | -2.87% |
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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 | MAPTX | Category | Diff | Index* | Diff | | Year To Date | 60.36 | 56.85 | 3.51 | 27.36 | 33 | | 1-Month | -1.61 | -0.01 | -1.6 | -1.25 | -0.36 | | 3-Month | 5.04 | 3.46 | 1.58 | 8.10 | -3.06 | | 1-Year | 68.00 | 67.45 | 0.55 | 27.71 | 40.29 | | 3-Year | 8.11 | 8.60 | -0.49 | -5.22 | 13.33 | | 5-Year | 15.52 | 15.34 | 0.18 | 5.10 | 10.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 93.66 | 75.47 | 18.19 | 59.35 | 34.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.86 | 2.18 | 0.68 | -14.95 | 17.81 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MAPTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.11 | -53.50 | 7.39 | | 2007 | | | 33.66 | 47.53 | -13.87 | | 2006 | | | 27.22 | 45.36 | -18.14 | | 2005 | | | 22.51 | 21.30 | 1.21 | | 2004 | | | 23.34 | 13.21 | 10.13 | | 2003 | | | 60.15 | 53.64 | 6.51 | | 2002 | | | -6.47 | -8.76 | 2.29 | | 2001 | | | 7.91 | -2.63 | 10.54 | | 2000 | | | -24.00 | -25.36 | 1.36 | | 1999 | | | 83.01 | 73.61 | 9.40 |
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| PAST QUARTERLY RETURNS (%) FOR
MAPTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.81 | 41.53 | 18.49 | N/A | | 2008 | -11.99 | -8.20 | -16.53 | -20.10 | | 2007 | -0.72 | 16.69 | 10.34 | 4.56 | | 2006 | 7.84 | -3.51 | 7.93 | 13.28 | | 2005 | -0.06 | 3.21 | 12.44 | 5.63 | | 2004 | 4.64 | -4.94 | 6.65 | 16.27 | | 2003 | -7.65 | 25.10 | 20.80 | 14.75 | | 2002 | 10.10 | -2.06 | -18.84 | 6.87 | | 2001 | 0.12 | 6.46 | -21.62 | 29.17 | | 2000 | 11.44 | -7.06 | -11.51 | -17.08 | | 1999 | N/A | N/A | N/A | 31.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 52 | 160 | 32.50 | | 1-Month | 117 | 171 | 68.42 | | 3-Month | 54 | 171 | 31.58 | | 6-Month | 62 | 164 | 37.80 | | 1-Year | 54 | 148 | 36.49 | | 3-Year | 44 | 106 | 41.51 | | 5-Year | 32 | 79 | 40.51 |
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1.48% Nasdaq 0.00%
Performance
