|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 34.04% | | 5-Year Average Return: | 2.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.18% | |
Worst 1-Yr Total Return (2008): | -38.10% | |
Best 3-Yr Total Return (2004-6): | 13.32% | |
Worst 3-Yr Total Return (2006-8): | -9.03% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PAGYX | Category | Diff | Index* | Diff | | Year To Date | 34.04 | 25.10 | 8.94 | 24.07 | 9.97 | | 1-Month | 4.20 | 5.28 | -1.08 | 6.00 | -1.8 | | 3-Month | 7.74 | 7.01 | 0.73 | 7.91 | -0.17 | | 1-Year | 41.33 | 28.01 | 13.32 | 25.39 | 15.94 | | 3-Year | -4.35 | -5.87 | 1.52 | -5.79 | 1.44 | | 5-Year | 2.91 | 0.64 | 2.27 | 0.71 | 2.2 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.81 | 46.08 | 4.73 | 45.76 | 5.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.56 | -17.41 | 3.85 | -18.25 | 4.69 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PAGYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.10 | -37.79 | -0.31 | | 2007 | | | 3.79 | 6.16 | -2.37 | | 2006 | | | 17.18 | 14.17 | 3.01 | | 2005 | | | 10.87 | 5.88 | 4.99 | | 2004 | | | 12.02 | 10.02 | 2.00 | | 2003 | | | 29.82 | 27.05 | 2.77 | | 2002 | | | -14.67 | -22.25 | 7.58 | | 2001 | | | -9.74 | -13.50 | 3.76 | | 2000 | | | -9.22 | -6.31 | -2.91 | | 1999 | | | 25.14 | 20.16 | 4.98 |
|
| PAST QUARTERLY RETURNS (%) FOR
PAGYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.81 | 19.65 | 17.16 | N/A | | 2008 | -8.70 | -0.08 | -13.55 | -21.52 | | 2007 | 1.75 | 4.89 | 0.33 | -3.07 | | 2006 | 5.95 | -1.00 | 4.51 | 6.90 | | 2005 | 0.45 | 2.05 | 5.41 | 2.61 | | 2004 | 3.66 | -1.24 | -0.10 | 9.53 | | 2003 | -3.26 | 15.82 | 4.14 | 11.26 | | 2002 | 3.01 | -5.24 | -17.53 | 6.01 | | 2001 | -8.61 | 3.17 | -13.45 | 10.60 | | 2000 | 0.46 | -3.13 | -2.02 | -4.80 | | 1999 | N/A | N/A | N/A | 18.64 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 202 | 2021 | 10.00 | | 1-Month | 1563 | 2113 | 73.97 | | 3-Month | 836 | 2091 | 39.98 | | 6-Month | 309 | 2064 | 14.97 | | 1-Year | 160 | 2011 | 7.96 | | 3-Year | 357 | 1707 | 20.91 | | 5-Year | 116 | 1360 | 8.53 |
|
|
|
|
|