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| Morningstar Return Rating: | Above average | | Year to Date Return: | 27.46% | | 5-Year Average Return: | 2.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.00% | |
Worst 1-Yr Total Return (2008): | -38.64% | |
Best 3-Yr Total Return (2004-6): | 12.21% | |
Worst 3-Yr Total Return (2006-8): | -9.89% |
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| 1-Year: | 0.65% | | 3-Year: | -4.47% | | 5-Year: | 2.60% | | 10-Year: | 1.76% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PAECX | Category | Diff | Index* | Diff | | Year To Date | 27.46 | 18.65 | 8.81 | 17.05 | 10.41 | | 1-Month | -1.59 | -2.18 | 0.59 | -1.86 | 0.27 | | 3-Month | 6.50 | 5.08 | 1.42 | 5.48 | 1.02 | | 1-Year | 20.26 | 11.86 | 8.4 | 9.80 | 10.46 | | 3-Year | -5.93 | -6.78 | 0.85 | -7.02 | 1.09 | | 5-Year | 2.04 | 0.49 | 1.55 | 0.33 | 1.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.93 | 45.26 | 4.67 | 45.76 | 4.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.24 | -15.99 | 1.75 | -18.25 | 4.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PAECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.64 | -37.79 | -0.85 | | 2007 | | | 2.78 | 6.16 | -3.38 | | 2006 | | | 16.00 | 14.17 | 1.83 | | 2005 | | | 9.86 | 5.88 | 3.98 | | 2004 | | | 10.87 | 10.02 | 0.85 | | 2003 | | | 28.55 | 27.05 | 1.50 | | 2002 | | | -15.50 | -22.25 | 6.75 | | 2001 | | | -10.71 | -13.50 | 2.79 | | 2000 | | | -10.05 | -6.31 | -3.74 | | 1999 | | | 23.77 | 20.16 | 3.61 |
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| PAST QUARTERLY RETURNS (%) FOR
PAECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.17 | 19.37 | 16.89 | N/A | | 2008 | -8.99 | -0.32 | -13.80 | -21.53 | | 2007 | 1.46 | 4.60 | 0.14 | -3.28 | | 2006 | 5.66 | -1.28 | 4.21 | 6.71 | | 2005 | 0.19 | 1.85 | 5.09 | 2.46 | | 2004 | 3.48 | -1.58 | -0.30 | 9.20 | | 2003 | -3.50 | 15.46 | 3.96 | 10.98 | | 2002 | 2.79 | -5.43 | -17.79 | 5.74 | | 2001 | -8.90 | 2.98 | -13.69 | 10.26 | | 2000 | 0.27 | -3.35 | -2.29 | -5.01 | | 1999 | N/A | N/A | N/A | 18.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 221 | 2013 | 10.98 | | 1-Month | 1540 | 2110 | 72.99 | | 3-Month | 480 | 2090 | 22.97 | | 6-Month | 143 | 2049 | 6.98 | | 1-Year | 240 | 1999 | 12.01 | | 3-Year | 466 | 1694 | 27.51 | | 5-Year | 195 | 1352 | 14.42 |
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1.48% Nasdaq 
Performance
