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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.40% | | 5-Year Average Return: | 3.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.69% | |
Worst 1-Yr Total Return (2008): | -27.15% | |
Best 3-Yr Total Return (2004-6): | 9.34% | |
Worst 3-Yr Total Return (2006-8): | -4.49% |
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| 1-Year: | 0.78% | | 3-Year: | -1.71% | | 5-Year: | 2.87% | | 10-Year: | 3.68% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PALAX | Category | Diff | Index* | Diff | | Year To Date | 21.40 | 18.16 | 3.24 | N/A | N/A | | 1-Month | -0.53 | -1.24 | 0.71 | N/A | N/A | | 3-Month | 6.49 | 4.71 | 1.78 | N/A | N/A | | 1-Year | 19.47 | 15.73 | 3.74 | N/A | N/A | | 3-Year | -0.86 | -2.66 | 1.8 | N/A | N/A | | 5-Year | 3.58 | 2.10 | 1.48 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.91 | 33.32 | 3.59 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.98 | -8.51 | 1.53 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PALAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.15 | -28.00 | 0.85 | | 2007 | | | 7.09 | 5.99 | 1.10 | | 2006 | | | 11.69 | 11.29 | 0.40 | | 2005 | | | 6.15 | 5.13 | 1.02 | | 2004 | | | 10.25 | 8.86 | 1.39 | | 2003 | | | 24.26 | 20.35 | 3.91 | | 2002 | | | -10.54 | -12.02 | 1.48 | | 2001 | | | -3.76 | -5.05 | 1.29 | | 2000 | | | 4.32 | 1.82 | 2.50 | | 1999 | | | 12.03 | 10.71 | 1.32 |
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| PAST QUARTERLY RETURNS (%) FOR
PALAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.03 | 14.79 | 13.13 | N/A | | 2008 | -6.51 | -0.52 | -10.37 | -12.62 | | 2007 | 1.72 | 3.58 | 2.81 | -1.14 | | 2006 | 4.43 | -1.86 | 3.26 | 5.53 | | 2005 | -1.93 | 1.75 | 4.15 | 2.14 | | 2004 | 3.41 | -0.42 | -0.88 | 8.02 | | 2003 | -2.39 | 12.81 | 3.32 | 9.22 | | 2002 | 1.69 | -6.10 | -11.61 | 5.99 | | 2001 | -6.52 | 2.81 | -6.70 | 7.33 | | 2000 | 4.28 | -1.97 | 2.89 | -0.82 | | 1999 | N/A | N/A | N/A | 9.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 326 | 1211 | 26.92 | | 1-Month | 276 | 1258 | 21.94 | | 3-Month | 138 | 1256 | 10.99 | | 6-Month | 256 | 1220 | 20.98 | | 1-Year | 303 | 1204 | 25.17 | | 3-Year | 164 | 950 | 17.26 | | 5-Year | 108 | 796 | 13.57 |
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0.10% Nasdaq 
0.29%
Performance
