|
| Morningstar Return Rating: | Average | | Year to Date Return: | 20.57% | | 5-Year Average Return: | 2.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.84% | |
Worst 1-Yr Total Return (2008): | -27.64% | |
Best 3-Yr Total Return (2004-6): | 8.54% | |
Worst 3-Yr Total Return (2006-8): | -5.18% |
|
| 1-Year: | 4.84% | | 3-Year: | -0.57% | | 5-Year: | 3.28% | | 10-Year: | 3.50% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PALCX | Category | Diff | Index* | Diff | | Year To Date | 20.57 | 18.16 | 2.41 | N/A | N/A | | 1-Month | -0.63 | -1.24 | 0.61 | N/A | N/A | | 3-Month | 6.23 | 4.71 | 1.52 | N/A | N/A | | 1-Year | 18.51 | 15.73 | 2.78 | N/A | N/A | | 3-Year | -1.59 | -2.66 | 1.07 | N/A | N/A | | 5-Year | 2.81 | 2.10 | 0.71 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.20 | 33.32 | 2.88 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.73 | -8.51 | 0.78 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PALCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.64 | -28.00 | 0.36 | | 2007 | | | 6.29 | 5.99 | 0.30 | | 2006 | | | 10.84 | 11.29 | -0.45 | | 2005 | | | 5.30 | 5.13 | 0.17 | | 2004 | | | 9.56 | 8.86 | 0.70 | | 2003 | | | 23.35 | 20.35 | 3.00 | | 2002 | | | -11.32 | -12.02 | 0.70 | | 2001 | | | -4.53 | -5.05 | 0.52 | | 2000 | | | 3.64 | 1.82 | 1.82 | | 1999 | | | 11.13 | 10.71 | 0.42 |
|
| PAST QUARTERLY RETURNS (%) FOR
PALCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.28 | 14.62 | 12.94 | N/A | | 2008 | -6.65 | -0.62 | -10.59 | -12.77 | | 2007 | 1.55 | 3.40 | 2.63 | -1.37 | | 2006 | 4.19 | -2.06 | 3.11 | 5.34 | | 2005 | -2.24 | 1.58 | 4.00 | 1.95 | | 2004 | 3.25 | -0.51 | -1.14 | 7.88 | | 2003 | -2.48 | 12.64 | 3.14 | 8.88 | | 2002 | 1.43 | -6.21 | -11.79 | 5.69 | | 2001 | -6.73 | 2.54 | -6.89 | 7.21 | | 2000 | 4.03 | -2.06 | 2.63 | -0.89 | | 1999 | N/A | N/A | N/A | 9.24 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 423 | 1211 | 34.93 | | 1-Month | 364 | 1258 | 28.93 | | 3-Month | 163 | 1256 | 12.98 | | 6-Month | 292 | 1220 | 23.93 | | 1-Year | 382 | 1204 | 31.73 | | 3-Year | 260 | 950 | 27.37 | | 5-Year | 212 | 796 | 26.63 |
|
|
|
|
|
0.22% Nasdaq 
0.01 (0.10%) 
Performance
