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| Morningstar Return Rating: | Low | | Year to Date Return: | 20.89% | | 5-Year Average Return: | -3.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.92% | |
Worst 1-Yr Total Return (2008): | -45.79% | |
Best 3-Yr Total Return (2004-6): | 9.45% | |
Worst 3-Yr Total Return (2006-8): | -14.69% |
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| 1-Year: | -22.50% | | 3-Year: | -11.35% | | 5-Year: | -2.59% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PAMVX | Category | Diff | Index* | Diff | | Year To Date | 20.89 | 25.10 | -4.21 | 24.07 | -3.18 | | 1-Month | 3.03 | 5.28 | -2.25 | 6.00 | -2.97 | | 3-Month | 5.43 | 7.01 | -1.58 | 7.91 | -2.48 | | 1-Year | 22.28 | 28.01 | -5.73 | 25.39 | -3.11 | | 3-Year | -12.70 | -5.87 | -6.83 | -5.79 | -6.91 | | 5-Year | -3.14 | 0.64 | -3.78 | 0.71 | -3.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.21 | 46.08 | 6.13 | 45.76 | 6.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -35.46 | -17.41 | -18.05 | -18.25 | -17.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PAMVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.79 | -37.79 | -8.00 | | 2007 | | | 1.41 | 6.16 | -4.75 | | 2006 | | | 12.92 | 14.17 | -1.25 | | 2005 | | | 9.71 | 5.88 | 3.83 | | 2004 | | | 5.83 | 10.02 | -4.19 | | 2003 | | | 44.51 | 27.05 | 17.46 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PAMVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.37 | 21.11 | 18.29 | N/A | | 2008 | -7.44 | 9.51 | -20.21 | -32.97 | | 2007 | -0.16 | 6.43 | -3.39 | -1.22 | | 2006 | 5.79 | -6.32 | 3.95 | 9.61 | | 2005 | -3.65 | 1.59 | 9.98 | 1.92 | | 2004 | 2.27 | -2.65 | -4.56 | 11.37 | | 2003 | -2.90 | 25.84 | 1.65 | 16.35 | | 2002 | N/A | N/A | -15.80 | 11.85 | | 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 | 869 | 2021 | 43.00 | | 1-Month | 253 | 2113 | 11.97 | | 3-Month | 2007 | 2091 | 95.98 | | 6-Month | 2022 | 2064 | 97.97 | | 1-Year | 443 | 2011 | 22.03 | | 3-Year | 1402 | 1707 | 82.13 | | 5-Year | 1090 | 1360 | 80.15 |
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