|
| Morningstar Return Rating: | Average | | Year to Date Return: | 19.10% | | 5-Year Average Return: | 0.62% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.51% | |
Worst 1-Yr Total Return (2008): | -36.66% | |
Best 3-Yr Total Return (2005-7): | 8.31% | |
Worst 3-Yr Total Return (2006-8): | -8.34% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PACOX | Category | Diff | Index* | Diff | | Year To Date | 19.10 | 18.65 | 0.45 | 17.05 | 2.05 | | 1-Month | -2.21 | -2.18 | -0.03 | -1.86 | -0.35 | | 3-Month | 4.82 | 5.08 | -0.26 | 5.48 | -0.66 | | 1-Year | 11.67 | 11.86 | -0.19 | 9.80 | 1.87 | | 3-Year | -6.30 | -6.78 | 0.48 | -7.02 | 0.72 | | 5-Year | 0.62 | 0.49 | 0.13 | 0.33 | 0.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.24 | 45.26 | 0.98 | 45.76 | 0.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.97 | -15.99 | -0.98 | -18.25 | 1.28 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PACOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.66 | -37.79 | 1.13 | | 2007 | | | 5.25 | 6.16 | -0.91 | | 2006 | | | 15.51 | 14.17 | 1.34 | | 2005 | | | 4.50 | 5.88 | -1.38 | | 2004 | | | N/A | 10.02 | N/A | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
PACOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.15 | 16.54 | 15.04 | N/A | | 2008 | -9.33 | -1.36 | -9.19 | -22.01 | | 2007 | 0.57 | 6.62 | 2.11 | -3.86 | | 2006 | 4.26 | -1.80 | 5.50 | 6.94 | | 2005 | -2.40 | 2.00 | 2.87 | 2.05 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 805 | 2013 | 39.99 | | 1-Month | 759 | 2110 | 35.97 | | 3-Month | 1065 | 2090 | 50.96 | | 6-Month | 963 | 2049 | 47.00 | | 1-Year | 656 | 1999 | 32.82 | | 3-Year | 485 | 1694 | 28.63 | | 5-Year | | 1352 | N/A |
|
|
|
|
|
1.00% Nasdaq 
Performance
