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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.46% | | 5-Year Average Return: | 1.16% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.50% | |
Worst 1-Yr Total Return (2008): | -27.19% | |
Best 3-Yr Total Return (2005-7): | 6.41% | |
Worst 3-Yr Total Return (2006-8): | -5.46% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PALRX | Category | Diff | Index* | Diff | | Year To Date | 17.46 | 22.21 | -4.75 | N/A | N/A | | 1-Month | 3.64 | 3.58 | 0.06 | N/A | N/A | | 3-Month | 5.66 | 5.74 | -0.08 | N/A | N/A | | 1-Year | 20.79 | 26.14 | -5.35 | N/A | N/A | | 3-Year | -3.52 | -2.18 | -1.34 | N/A | N/A | | 5-Year | 1.16 | 2.20 | -1.04 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.04 | 33.99 | -3.95 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.53 | -9.13 | -2.4 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PALRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.19 | -28.00 | 0.81 | | 2007 | | | 4.06 | 5.99 | -1.93 | | 2006 | | | 11.50 | 11.29 | 0.21 | | 2005 | | | 3.84 | 5.13 | -1.29 | | 2004 | | | N/A | 8.86 | N/A | | 2003 | | | N/A | 20.35 | N/A | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PALRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.59 | 11.62 | 10.62 | N/A | | 2008 | -6.59 | -1.80 | -7.35 | -14.32 | | 2007 | 1.52 | 3.49 | 0.69 | -1.63 | | 2006 | 3.37 | -1.23 | 3.96 | 5.04 | | 2005 | -1.24 | 1.93 | 1.67 | 1.46 | | 2004 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 982 | 1184 | 82.94 | | 1-Month | 406 | 1233 | 32.93 | | 3-Month | 294 | 1229 | 23.92 | | 6-Month | 724 | 1208 | 59.93 | | 1-Year | 820 | 1183 | 69.32 | | 3-Year | 577 | 932 | 61.91 | | 5-Year | | 784 | N/A |
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1.16% Nasdaq 
Performance
