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| Morningstar Return Rating: | Average | | Year to Date Return: | -2.25% | | 5-Year Average Return: | 3.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 27.80% | |
Worst 1-Yr Total Return (2008): | -27.15% | |
Best 3-Yr Total Return (2005-7): | 8.28% | |
Worst 3-Yr Total Return (2006-8): | -4.49% |
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| 1-Year: | 20.77% | | 3-Year: | -1.97% | | 5-Year: | 2.24% | | 10-Year: | 3.23% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PALAX | Category | Diff | Index* | Diff | | Year To Date | -2.25 | -1.95 | -0.3 | N/A | N/A | | 1-Month | -2.25 | -1.95 | -0.3 | N/A | N/A | | 3-Month | 2.91 | 3.10 | -0.19 | N/A | N/A | | 1-Year | 30.13 | 27.80 | 2.33 | N/A | N/A | | 3-Year | -1.20 | -2.95 | 1.75 | N/A | N/A | | 5-Year | 3.30 | 1.92 | 1.38 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.91 | 33.97 | 2.94 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.98 | -9.11 | 2.13 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PALAX | Category | Diff | | 2009 | | | 27.80 | 24.13 | 3.67 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
PALAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.03 | 14.79 | 13.13 | 4.72 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 959 | 1246 | 76.97 | | 1-Month | 984 | 1246 | 78.97 | | 3-Month | 761 | 1228 | 61.97 | | 6-Month | 170 | 1221 | 13.92 | | 1-Year | 389 | 1176 | 33.08 | | 3-Year | 179 | 964 | 18.57 | | 5-Year | 123 | 789 | 15.59 |
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1.52% Nasdaq 0.00%
Performance
