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| Morningstar Return Rating: | Below average | | Year to Date Return: | -1.89% | | 5-Year Average Return: | -1.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.47% | |
Worst 1-Yr Total Return (2008): | -31.95% | |
Best 3-Yr Total Return (2004-6): | 10.88% | |
Worst 3-Yr Total Return (2006-8): | -7.18% |
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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 | MAPWX | Category | Diff | Index* | Diff | | Year To Date | -1.89 | 18.65 | -20.54 | 17.05 | -18.94 | | 1-Month | -0.74 | -2.18 | 1.44 | -1.86 | 1.12 | | 3-Month | -0.15 | 5.08 | -5.23 | 5.48 | -5.63 | | 1-Year | -3.30 | 11.86 | -15.16 | 9.80 | -13.1 | | 3-Year | -10.63 | -6.78 | -3.85 | -7.02 | -3.61 | | 5-Year | -1.47 | 0.49 | -1.96 | 0.33 | -1.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.64 | 45.26 | -43.62 | 45.76 | -44.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.07 | -15.99 | -4.08 | -18.25 | -1.82 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MAPWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.95 | -37.79 | 5.84 | | 2007 | | | 4.47 | 6.16 | -1.69 | | 2006 | | | 12.47 | 14.17 | -1.70 | | 2005 | | | 10.13 | 5.88 | 4.25 | | 2004 | | | 10.06 | 10.02 | 0.04 | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MAPWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.62 | 0.45 | 1.04 | N/A | | 2008 | -14.64 | -0.81 | -8.76 | -11.91 | | 2007 | 2.12 | 5.47 | 0.08 | -3.07 | | 2006 | 7.38 | -3.31 | 2.01 | 6.20 | | 2005 | 0.89 | 1.06 | 5.17 | 2.70 | | 2004 | 4.10 | -2.91 | 0.00 | 8.89 | | 2003 | N/A | 7.30 | 0.75 | 6.98 | | 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 | 1992 | 2013 | 98.96 | | 1-Month | 1962 | 2110 | 92.99 | | 3-Month | 2069 | 2090 | 99.00 | | 6-Month | 2028 | 2049 | 98.98 | | 1-Year | 1575 | 1999 | 78.79 | | 3-Year | 1289 | 1694 | 76.09 | | 5-Year | 1015 | 1352 | 75.07 |
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0.01% Nasdaq 0.00%
Performance
