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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.03% | | 5-Year Average Return: | -0.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.05% | |
Worst 1-Yr Total Return (2008): | -42.79% | |
Best 3-Yr Total Return (2005-7): | 10.83% | |
Worst 3-Yr Total Return (2006-8): | -10.60% |
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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 | PCADX | Category | Diff | Index* | Diff | | Year To Date | 12.03 | 24.15 | -12.12 | 17.05 | -5.02 | | 1-Month | -2.69 | -2.25 | -0.44 | -1.86 | -0.83 | | 3-Month | 3.33 | 4.52 | -1.19 | 5.48 | -2.15 | | 1-Year | 5.77 | 15.35 | -9.58 | 9.80 | -4.03 | | 3-Year | -8.35 | -4.95 | -3.4 | -7.02 | -1.33 | | 5-Year | -0.98 | 0.99 | -1.97 | 0.33 | -1.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.24 | 42.81 | -11.57 | 45.76 | -14.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.93 | -17.14 | -7.79 | -18.25 | -6.68 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCADX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.79 | -40.67 | -2.12 | | 2007 | | | 17.05 | 13.35 | 3.70 | | 2006 | | | 6.69 | 7.05 | -0.36 | | 2005 | | | 9.01 | 6.71 | 2.30 | | 2004 | | | 12.12 | 7.81 | 4.31 | | 2003 | | | 26.65 | 28.66 | -2.01 | | 2002 | | | -23.65 | -27.64 | 3.99 | | 2001 | | | -19.20 | -22.30 | 3.10 | | 2000 | | | 13.62 | -13.05 | 26.67 | | 1999 | | | 22.24 | 38.87 | -16.63 |
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| PAST QUARTERLY RETURNS (%) FOR
PCADX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.13 | 9.07 | 13.66 | N/A | | 2008 | -12.22 | 0.56 | -16.34 | -22.52 | | 2007 | 2.10 | 7.03 | 6.28 | 0.78 | | 2006 | 6.20 | -3.88 | -0.05 | 4.56 | | 2005 | -0.45 | 1.71 | 5.78 | 1.79 | | 2004 | 3.11 | -0.49 | -1.98 | 11.49 | | 2003 | -0.24 | 12.23 | 3.44 | 9.36 | | 2002 | -0.49 | -10.34 | -15.93 | 1.80 | | 2001 | -15.18 | 1.69 | -12.15 | 6.63 | | 2000 | 10.00 | -1.90 | 8.85 | -3.28 | | 1999 | N/A | N/A | N/A | 23.79 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1693 | 1802 | 93.95 | | 1-Month | 1549 | 1890 | 81.96 | | 3-Month | 1639 | 1884 | 87.00 | | 6-Month | 1699 | 1827 | 92.99 | | 1-Year | 1381 | 1797 | 76.85 | | 3-Year | 1142 | 1518 | 75.23 | | 5-Year | 896 | 1251 | 71.62 |
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1.23% Nasdaq 0.00%
Performance
