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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.76% | | 5-Year Average Return: | 2.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 7.26% | |
Worst 1-Yr Total Return (2008): | -24.59% | |
Best 3-Yr Total Return (2004-6): | 5.47% | |
Worst 3-Yr Total Return (2006-8): | -6.36% |
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| 1-Year: | 2.02% | | 3-Year: | -1.59% | | 5-Year: | 1.69% | | 10-Year: | 2.62% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PACBX | Category | Diff | Index* | Diff | | Year To Date | 28.76 | 19.41 | 9.35 | N/A | N/A | | 1-Month | 2.42 | 2.38 | 0.04 | N/A | N/A | | 3-Month | 6.60 | 4.88 | 1.72 | N/A | N/A | | 1-Year | 35.64 | 23.37 | 12.27 | N/A | N/A | | 3-Year | -0.42 | 0.45 | -0.87 | N/A | N/A | | 5-Year | 2.24 | 2.90 | -0.66 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.38 | 25.19 | 3.19 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.74 | -3.19 | -0.55 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PACBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.59 | -18.61 | -5.98 | | 2007 | | | 1.50 | 4.53 | -3.03 | | 2006 | | | 7.26 | 8.16 | -0.90 | | 2005 | | | 4.13 | 2.97 | 1.16 | | 2004 | | | 5.05 | 5.46 | -0.41 | | 2003 | | | 15.07 | 12.34 | 2.73 | | 2002 | | | -4.11 | -3.11 | -1.00 | | 2001 | | | -1.06 | -0.39 | -0.67 | | 2000 | | | -1.06 | 4.28 | -5.34 | | 1999 | | | 8.83 | 5.85 | 2.98 |
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| PAST QUARTERLY RETURNS (%) FOR
PACBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.60 | 11.88 | 10.81 | N/A | | 2008 | -3.36 | -1.08 | -8.07 | -14.19 | | 2007 | 0.89 | 0.87 | 0.49 | -0.75 | | 2006 | 1.77 | -0.73 | 3.41 | 2.67 | | 2005 | -0.17 | 2.15 | 1.01 | 1.08 | | 2004 | 2.55 | -2.06 | 0.75 | 3.81 | | 2003 | 0.57 | 8.66 | 1.25 | 3.99 | | 2002 | 0.74 | -1.47 | -6.35 | 3.16 | | 2001 | -0.97 | 0.89 | -4.17 | 3.34 | | 2000 | 0.16 | -0.47 | 0.66 | -1.41 | | 1999 | N/A | N/A | N/A | 7.02 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 76 | 639 | 11.89 | | 1-Month | 379 | 655 | 57.86 | | 3-Month | 78 | 653 | 11.94 | | 6-Month | 84 | 647 | 12.98 | | 1-Year | 57 | 635 | 8.98 | | 3-Year | 295 | 514 | 57.39 | | 5-Year | 199 | 349 | 57.02 |
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0.49% Nasdaq 
Performance
