|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 44.16% | | 5-Year Average Return: | 13.72% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 40.69% | |
Worst 1-Yr Total Return (2008): | -42.17% | |
Best 3-Yr Total Return (2005-7): | 29.97% | |
Worst 3-Yr Total Return (2006-8): | 2.18% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PCASX | Category | Diff | Index* | Diff | | Year To Date | 44.16 | 66.10 | -21.94 | 29.91 | 14.25 | | 1-Month | 4.19 | 5.54 | -1.35 | 2.00 | 2.19 | | 3-Month | 10.68 | 13.38 | -2.7 | 4.58 | 6.1 | | 1-Year | 59.34 | 84.35 | -25.01 | 37.72 | 21.62 | | 3-Year | 7.18 | 7.50 | -0.32 | -5.52 | 12.7 | | 5-Year | 13.72 | 14.71 | -0.99 | 4.13 | 9.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.42 | 75.73 | -14.31 | 59.35 | 2.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.58 | 0.92 | -5.5 | -14.95 | 10.37 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCASX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.17 | -53.50 | 11.33 | | 2007 | | | 40.69 | 47.53 | -6.84 | | 2006 | | | 31.11 | 45.36 | -14.25 | | 2005 | | | 19.03 | 21.30 | -2.27 | | 2004 | | | 16.14 | 13.21 | 2.93 | | 2003 | | | 43.98 | 53.64 | -9.66 | | 2002 | | | -15.49 | -8.76 | -6.73 | | 2001 | | | 4.03 | -2.63 | 6.66 | | 2000 | | | -33.88 | -25.36 | -8.52 | | 1999 | | | 97.30 | 73.61 | 23.69 |
|
| PAST QUARTERLY RETURNS (%) FOR
PCASX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.54 | 25.03 | 17.62 | N/A | | 2008 | -8.04 | -5.41 | -19.50 | -17.41 | | 2007 | 4.06 | 13.38 | 13.31 | 5.24 | | 2006 | 6.94 | -0.78 | 6.50 | 16.03 | | 2005 | 0.79 | 4.55 | 8.25 | 4.35 | | 2004 | 9.29 | -9.68 | 4.87 | 12.20 | | 2003 | -8.23 | 16.99 | 19.18 | 12.52 | | 2002 | 8.24 | -5.23 | -17.23 | -0.47 | | 2001 | -1.76 | 3.26 | -24.44 | 35.71 | | 2000 | 6.08 | -14.04 | -13.93 | -15.75 | | 1999 | N/A | N/A | N/A | 44.81 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 148 | 160 | 92.50 | | 1-Month | 39 | 173 | 22.54 | | 3-Month | 112 | 171 | 65.50 | | 6-Month | 107 | 168 | 63.69 | | 1-Year | 111 | 148 | 75.00 | | 3-Year | 45 | 106 | 42.45 | | 5-Year | 40 | 79 | 50.63 |
|
|
|
|
|