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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.78% | | 5-Year Average Return: | -0.23% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 15.14% | |
Worst 1-Yr Total Return (2008): | -39.42% | |
Best 3-Yr Total Return (2004-6): | 10.61% | |
Worst 3-Yr Total Return (2006-8): | -13.27% |
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| 1-Year: | -8.20% | | 3-Year: | -6.92% | | 5-Year: | 0.31% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PCAAX | Category | Diff | Index* | Diff | | Year To Date | 28.78 | 21.65 | 7.13 | 17.05 | 11.73 | | 1-Month | -5.26 | -5.90 | 0.64 | -1.86 | -3.4 | | 3-Month | 4.13 | 2.07 | 2.06 | 5.48 | -1.35 | | 1-Year | 14.29 | 13.17 | 1.12 | 9.80 | 4.49 | | 3-Year | -8.50 | -7.45 | -1.05 | -7.02 | -1.48 | | 5-Year | -0.23 | 0.22 | -0.45 | 0.33 | -0.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.44 | 52.20 | 10.24 | 45.76 | 16.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.98 | -18.89 | -1.09 | -18.25 | -1.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCAAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.42 | -41.55 | 2.13 | | 2007 | | | -3.29 | 7.59 | -10.88 | | 2006 | | | 11.34 | 10.81 | 0.53 | | 2005 | | | 5.57 | 6.02 | -0.45 | | 2004 | | | 15.14 | 12.41 | 2.73 | | 2003 | | | 42.99 | 45.54 | -2.55 | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PCAAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.57 | 21.43 | 22.43 | N/A | | 2008 | -10.43 | -0.24 | -4.38 | -29.09 | | 2007 | 0.81 | 6.96 | -1.75 | -8.71 | | 2006 | 12.80 | -6.81 | -0.36 | 6.30 | | 2005 | -4.45 | 3.56 | 5.07 | 1.53 | | 2004 | 5.77 | -1.24 | -3.23 | 13.90 | | 2003 | -0.78 | 20.57 | 5.34 | 13.47 | | 2002 | N/A | N/A | N/A | 11.27 | | 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 | 181 | 790 | 22.91 | | 1-Month | 475 | 820 | 57.93 | | 3-Month | 393 | 819 | 47.99 | | 6-Month | 88 | 800 | 11.00 | | 1-Year | 238 | 783 | 30.40 | | 3-Year | 362 | 669 | 54.11 | | 5-Year | 280 | 554 | 50.54 |
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0.78% Nasdaq 
Performance
