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Pacific Advisors Small Cap Value I (PGISX)

30.77 Down 0.25(0.81%) Mar 22

Performance Overview as of Feb 27, 2017Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:1.00
Year-to-Date Return:-2.71%
5-Year Average Return:2.16%
Number of Years Up:7
Number of Years Down:3
Best 1 Yr Total Return (2013-12-31):59.76%
Worst 1 Yr Total Return (2008-12-31):-41.00%
Best 3-Yr Total Return (N/A):26.11%
Worst 3-Yr Total Return (N/A):-11.20%
Load Adjusted Returns 
1-Year:37.21%
3-Year:-10.69%
5-Year:2.16%
10-Year:3.27%
Trailing Returns (%) vs. Benchmarks 
ReturnPGISXCategoryDiffIndex*Diff
Year To Date-2.71N/AN/AN/AN/A
1-Month-5.17N/AN/AN/AN/A
3-Month0.53N/AN/AN/AN/A
1-Year37.21N/AN/AN/AN/A
3-Year-10.69N/AN/AN/AN/A
5-Year2.16N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)47.50N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-29.90N/AN/AN/AN/A
Annual Total Return (%) History () 
YearPGISXCategoryDiff
2016
 
27.10N/AN/A
2015
 
-29.94N/AN/A
2014
 
-21.36N/AN/A
2013
 
59.76N/AN/A
2012
 
15.27N/AN/A
2011
 
8.90N/AN/A
2010
 
20.40N/AN/A
2009
 
37.48N/AN/A
2008
 
-41.00N/AN/A
2007
 
6.19N/AN/A
Past Quarterly Returns (%) for PGISX 
Q1Q2Q3Q4
20160.26-5.4011.3420.36
2015-4.750.73-21.53-6.95
2014-4.635.47-13.64-9.47
201323.664.648.0714.24
201215.86-13.3611.123.34
201114.911.14-27.7929.76
20105.93-10.975.2921.25
2009-13.9042.517.504.22
2008-7.814.11-8.39-32.89
20073.8215.46-4.73-7.01
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date98N/A
1-Month99N/A
3-Month99N/A
6-Month1N/A
1-Year11N/A
3-Year99N/A
5-Year98N/A