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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.72% | | 5-Year Average Return: | -1.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.77% | |
Worst 1-Yr Total Return (2008): | -42.89% | |
Best 3-Yr Total Return (2005-7): | 10.52% | |
Worst 3-Yr Total Return (2006-8): | -10.81% |
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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 | PCARX | Category | Diff | Index* | Diff | | Year To Date | 11.72 | 24.15 | -12.43 | 17.05 | -5.33 | | 1-Month | -2.74 | -2.25 | -0.49 | -1.86 | -0.88 | | 3-Month | 3.30 | 4.52 | -1.22 | 5.48 | -2.18 | | 1-Year | 5.45 | 15.35 | -9.9 | 9.80 | -4.35 | | 3-Year | -8.60 | -4.95 | -3.65 | -7.02 | -1.58 | | 5-Year | -1.24 | 0.99 | -2.23 | 0.33 | -1.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.13 | 42.81 | -11.68 | 45.76 | -14.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.10 | -17.14 | -7.96 | -18.25 | -6.85 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCARX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.89 | -40.67 | -2.22 | | 2007 | | | 16.77 | 13.35 | 3.42 | | 2006 | | | 6.40 | 7.05 | -0.65 | | 2005 | | | 8.66 | 6.71 | 1.95 | | 2004 | | | 11.73 | 7.81 | 3.92 | | 2003 | | | 26.18 | 28.66 | -2.48 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
PCARX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.22 | 8.97 | 13.61 | N/A | | 2008 | -12.28 | 0.50 | -16.35 | -22.57 | | 2007 | 2.08 | 6.96 | 6.23 | 0.68 | | 2006 | 6.18 | -3.98 | -0.05 | 4.41 | | 2005 | -0.56 | 1.63 | 5.76 | 1.67 | | 2004 | 2.99 | -0.54 | -2.13 | 11.45 | | 2003 | -0.39 | 12.15 | 3.31 | 9.33 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1711 | 1802 | 94.95 | | 1-Month | 1606 | 1890 | 84.97 | | 3-Month | 1657 | 1884 | 87.95 | | 6-Month | 1699 | 1827 | 92.99 | | 1-Year | 1391 | 1797 | 77.41 | | 3-Year | 1160 | 1518 | 76.42 | | 5-Year | 939 | 1251 | 75.06 |
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