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Penn Avenue Event-Driven Inv (PAEDX)

On Dec 21: 11.78   0.03 (0.25%)

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: High Year to Date Return: 28.82% 5-Year Average Return: 4.14% Number of Years Up: 4 Number of Years Down: 1 Best 1-Yr Total Return (2004): 26.85% Worst 1-Yr Total Return (2008): -25.74% Best 3-Yr Total Return (2004-6): 16.60% Worst 3-Yr Total Return (2006-8): -6.21% LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return PAEDX Category Diff Index* Diff Year To Date 28.82 22.92 5.9 24.07 4.75 1-Month 0.68 2.83 -2.15 6.00 -5.32 3-Month 5.41 2.63 2.78 7.91 -2.5 1-Year 27.44 29.66 -2.22 25.39 2.05 3-Year -0.86 -8.12 7.26 -5.79 4.93 5-Year 4.14 -0.18 4.32 0.71 3.43 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 32.51 63.44 -30.93 45.76 -13.25 Last Bear Market ( 31-Aug-08 to 31-Aug-09) 3.39 -16.13 19.52 -18.25 21.64 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year PAEDX Category Diff 2009 N/A N/A N/A 2008 -25.74 -32.24 6.50 2007 0.04 -6.08 6.12 2006 11.06 16.27 -5.21 2005 12.51 6.40 6.11 2004 26.85 21.14 5.71 2003 N/A 42.38 N/A 2002 N/A -10.12 N/A 2001 N/A 15.92 N/A 2000 N/A 18.64 N/A 1999 N/A 6.78 N/A PAST QUARTERLY RETURNS (%) FOR PAEDX   Q1 Q2 Q3 Q4 2009 1.30 12.83 12.04 N/A 2008 -11.58 -2.37 -2.33 -11.93 2007 3.49 3.15 -2.70 -3.68 2006 4.70 2.65 -3.30 6.86 2005 2.66 1.46 3.68 4.19 2004 8.35 1.84 0.60 14.27 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 140 361 38.78 1-Month 376 380 98.95 3-Month 211 377 55.97 6-Month 338 368 91.85 1-Year 243 358 67.88 3-Year 14 293 4.78 5-Year 30 233 12.88
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