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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.80% | | 5-Year Average Return: | 4.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 36.61% | |
Worst 1-Yr Total Return (2008): | -43.52% | |
Best 3-Yr Total Return (2004-6): | 26.08% | |
Worst 3-Yr Total Return (2006-8): | -6.81% |
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| 1-Year: | -20.15% | | 3-Year: | -4.91% | | 5-Year: | 5.48% | | 10-Year: | 10.44% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PASMX | Category | Diff | Index* | Diff | | Year To Date | 17.80 | 19.13 | -1.33 | 17.05 | 0.75 | | 1-Month | -10.59 | -5.65 | -4.94 | -1.86 | -8.73 | | 3-Month | -10.52 | 2.75 | -13.27 | 5.48 | -16 | | 1-Year | 3.02 | 11.45 | -8.43 | 9.80 | -6.78 | | 3-Year | -8.84 | -8.46 | -0.38 | -7.02 | -1.82 | | 5-Year | 4.02 | 0.52 | 3.5 | 0.33 | 3.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 71.01 | 57.02 | 13.99 | 45.76 | 25.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.98 | -18.27 | -8.71 | -18.25 | -8.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PASMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.52 | -36.56 | -6.96 | | 2007 | | | 6.10 | -1.10 | 7.20 | | 2006 | | | 35.05 | 15.03 | 20.02 | | 2005 | | | 8.64 | 6.75 | 1.89 | | 2004 | | | 36.61 | 18.94 | 17.67 | | 2003 | | | 83.21 | 43.41 | 39.80 | | 2002 | | | -32.20 | -16.22 | -15.98 | | 2001 | | | 20.23 | 8.92 | 11.31 | | 2000 | | | 12.82 | 11.89 | 0.93 | | 1999 | | | -15.86 | 19.95 | -35.81 |
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| PAST QUARTERLY RETURNS (%) FOR
PASMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.90 | 42.38 | 7.47 | N/A | | 2008 | -7.81 | 4.06 | -8.44 | -35.70 | | 2007 | 3.82 | 15.43 | -4.75 | -7.04 | | 2006 | 20.44 | 0.19 | -3.16 | 15.56 | | 2005 | -4.83 | -4.66 | 14.54 | 4.53 | | 2004 | 12.79 | 5.29 | -3.81 | 19.59 | | 2003 | -11.34 | 37.70 | 20.32 | 24.71 | | 2002 | -3.15 | -7.93 | -29.16 | 7.34 | | 2001 | 1.56 | 22.08 | -16.71 | 16.41 | | 2000 | 0.00 | -7.85 | 21.92 | 0.42 | | 1999 | N/A | N/A | N/A | 7.43 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 282 | 641 | 43.99 | | 1-Month | 635 | 662 | 95.92 | | 3-Month | 645 | 652 | 98.93 | | 6-Month | 634 | 647 | 97.99 | | 1-Year | 321 | 630 | 50.95 | | 3-Year | 264 | 553 | 47.74 | | 5-Year | 60 | 452 | 13.27 |
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0.22% Nasdaq 
Performance
