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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.22% | | 5-Year Average Return: | 2.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.82% | |
Worst 1-Yr Total Return (2008): | -38.22% | |
Best 3-Yr Total Return (2004-6): | 13.06% | |
Worst 3-Yr Total Return (2006-8): | -9.24% |
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| 1-Year: | -3.58% | | 3-Year: | -5.66% | | 5-Year: | 2.14% | | 10-Year: | 1.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PAEAX | Category | Diff | Index* | Diff | | Year To Date | 28.22 | 18.65 | 9.57 | 17.05 | 11.17 | | 1-Month | -1.54 | -2.18 | 0.64 | -1.86 | 0.32 | | 3-Month | 6.58 | 5.08 | 1.5 | 5.48 | 1.1 | | 1-Year | 21.09 | 11.86 | 9.23 | 9.80 | 11.29 | | 3-Year | -5.26 | -6.78 | 1.52 | -7.02 | 1.76 | | 5-Year | 2.78 | 0.49 | 2.29 | 0.33 | 2.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.48 | 45.26 | 5.22 | 45.76 | 4.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.74 | -15.99 | 2.25 | -18.25 | 4.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PAEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.22 | -37.79 | -0.43 | | 2007 | | | 3.58 | 6.16 | -2.58 | | 2006 | | | 16.82 | 14.17 | 2.65 | | 2005 | | | 10.62 | 5.88 | 4.74 | | 2004 | | | 11.83 | 10.02 | 1.81 | | 2003 | | | 29.43 | 27.05 | 2.38 | | 2002 | | | -14.81 | -22.25 | 7.44 | | 2001 | | | -10.03 | -13.50 | 3.47 | | 2000 | | | -9.37 | -6.31 | -3.06 | | 1999 | | | 24.71 | 20.16 | 4.55 |
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| PAST QUARTERLY RETURNS (%) FOR
PAEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.97 | 19.54 | 17.09 | N/A | | 2008 | -8.84 | -0.08 | -13.67 | -21.44 | | 2007 | 1.69 | 4.79 | 0.33 | -3.12 | | 2006 | 5.82 | -1.01 | 4.31 | 6.91 | | 2005 | 0.27 | 2.06 | 5.28 | 2.67 | | 2004 | 3.68 | -1.34 | -0.19 | 9.54 | | 2003 | -3.41 | 15.82 | 4.06 | 11.18 | | 2002 | 3.03 | -5.27 | -17.67 | 6.01 | | 2001 | -8.66 | 3.09 | -13.46 | 10.40 | | 2000 | 0.46 | -3.21 | -2.03 | -4.86 | | 1999 | N/A | N/A | N/A | 18.46 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 201 | 2013 | 9.99 | | 1-Month | 1519 | 2110 | 71.99 | | 3-Month | 376 | 2090 | 17.99 | | 6-Month | 122 | 2049 | 5.95 | | 1-Year | 192 | 1999 | 9.60 | | 3-Year | 369 | 1694 | 21.78 | | 5-Year | 113 | 1352 | 8.36 |
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1.48% Nasdaq 0.00%
Performance
