|
| Morningstar Return Rating: | High | | Year to Date Return: | 44.00% | | 5-Year Average Return: | 3.01% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.51% | |
Worst 1-Yr Total Return (2008): | -38.42% | |
Best 3-Yr Total Return (2006-8): | -9.23% | |
Worst 3-Yr Total Return (2006-8): | -9.23% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PAWAX | Category | Diff | Index* | Diff | | Year To Date | 44.00 | 24.15 | 19.85 | 17.05 | 26.95 | | 1-Month | 5.91 | -2.25 | 8.16 | -1.86 | 7.77 | | 3-Month | 7.70 | 4.52 | 3.18 | 5.48 | 2.22 | | 1-Year | 49.50 | 15.35 | 34.15 | 9.80 | 39.7 | | 3-Year | -0.08 | -4.95 | 4.87 | -7.02 | 6.94 | | 5-Year | 3.01 | 0.99 | 2.02 | 0.33 | 2.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.63 | 42.81 | 7.82 | 45.76 | 4.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.10 | -17.14 | 4.04 | -18.25 | 5.15 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PAWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.42 | -40.67 | 2.25 | | 2007 | | | 13.51 | 13.35 | 0.16 | | 2006 | | | 7.01 | 7.05 | -0.04 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PAWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.32 | 18.62 | 14.60 | N/A | | 2008 | -8.91 | 4.29 | -12.77 | -25.69 | | 2007 | 1.37 | 7.56 | 5.77 | -1.58 | | 2006 | 3.32 | -4.71 | 3.15 | 5.36 | | 2005 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 145 | 1802 | 8.05 | | 1-Month | 895 | 1890 | 47.35 | | 3-Month | 1199 | 1884 | 63.64 | | 6-Month | 1175 | 1827 | 64.31 | | 1-Year | 88 | 1797 | 4.90 | | 3-Year | 99 | 1518 | 6.52 | | 5-Year | | 1251 | N/A |
|
|
|
|
|
0.67% Nasdaq 
Performance
