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Saturday, December 26, 2009, 10:15PM ET - U.S. Markets Closed. Dow Up 0.51% Nasdaq Up 0.71%
Pacific Capital Growth and Income B (PCBGX)On Dec 24: 9.84  Up 0.06 (0.61%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Low
Year to Date Return:17.69%
5-Year Average Return:-2.89%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):9.19%
Worst 1-Yr Total Return (2008):-37.03%
Best 3-Yr Total Return (2004-6):7.15%
Worst 3-Yr Total Return (2006-8):-11.70%
LOAD ADJUSTED RETURNS 
1-Year:-14.46%
3-Year:-9.71%
5-Year:-2.71%
10-Year:-3.14%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnPCBGXCategoryDiffIndex*Diff
Year To Date17.6925.10-7.4124.07-6.38
1-Month5.405.280.126.00-0.6
3-Month7.947.010.937.910.03
1-Year19.9728.01-8.0425.39-5.42
3-Year-9.11-5.87-3.24-5.79-3.32
5-Year-2.890.64-3.530.71-3.6
Last Bull Market ( 28-Feb-09 to 30-Sep-09)36.5446.08-9.5445.76-9.22
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-21.36-17.41-3.95-18.25-3.11
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearPCBGXCategoryDiff
2009N/AN/AN/A
2008
 
-37.03-37.790.76
2007
 
0.146.16-6.02
2006
 
9.1914.17-4.98
2005
 
3.705.88-2.18
2004
 
8.6410.02-1.38
2003
 
24.2327.05-2.82
2002
 
-29.21-22.25-6.96
2001
 
-19.94-13.50-6.44
2000
 
-4.90-6.311.41
1999
 
22.2920.162.13
PAST QUARTERLY RETURNS (%) FOR PCBGX 
Q1Q2Q3Q4
2009-11.7813.3813.56N/A
2008-10.00-0.85-10.95-20.75
20070.263.55-0.77-2.80
20064.60-4.243.095.76
2005-1.640.923.391.04
20040.980.44-2.199.51
2003-2.8813.672.619.67
2002-3.52-15.50-18.356.35
2001-18.875.72-17.6213.31
200010.23-2.23-2.71-9.30
1999N/AN/AN/A23.17
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date1839202190.99
1-Month1859211387.98
3-Month794209137.97
6-Month1671206480.96
1-Year1523201175.73
3-Year1353170779.26
5-Year1107136081.40

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