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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.15% | | 5-Year Average Return: | -0.79% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.46% | |
Worst 1-Yr Total Return (2008): | -35.68% | |
Best 3-Yr Total Return (2004-6): | 12.24% | |
Worst 3-Yr Total Return (2006-8): | -8.88% |
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| 1-Year: | -13.57% | | 3-Year: | -8.68% | | 5-Year: | -0.11% | | 10-Year: | 0.32% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PCBVX | Category | Diff | Index* | Diff | | Year To Date | 17.15 | 21.73 | -4.58 | 24.07 | -6.92 | | 1-Month | 4.93 | 5.16 | -0.23 | 6.00 | -1.07 | | 3-Month | 5.55 | 6.45 | -0.9 | 7.91 | -2.36 | | 1-Year | 18.96 | 24.67 | -5.71 | 25.39 | -6.43 | | 3-Year | -8.94 | -7.33 | -1.61 | -5.79 | -3.15 | | 5-Year | -0.79 | 0.27 | -1.06 | 0.71 | -1.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.68 | 47.53 | -1.85 | 45.76 | -0.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.73 | -16.99 | -1.74 | -18.25 | -0.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCBVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.68 | -37.09 | 1.41 | | 2007 | | | -1.53 | 1.42 | -2.95 | | 2006 | | | 19.46 | 18.15 | 1.31 | | 2005 | | | 5.86 | 5.95 | -0.09 | | 2004 | | | 11.82 | 12.97 | -1.15 | | 2003 | | | 26.38 | 28.44 | -2.06 | | 2002 | | | -24.89 | -18.69 | -6.20 | | 2001 | | | -6.64 | -4.99 | -1.65 | | 2000 | | | 2.54 | 7.87 | -5.33 | | 1999 | | | 7.93 | 6.72 | 1.21 |
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| PAST QUARTERLY RETURNS (%) FOR
PCBVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.17 | 18.00 | 16.23 | N/A | | 2008 | -9.83 | -2.00 | -7.95 | -20.92 | | 2007 | 2.10 | 4.17 | -2.11 | -5.42 | | 2006 | 6.61 | -0.23 | 5.07 | 6.89 | | 2005 | 1.96 | 0.32 | 3.94 | -0.43 | | 2004 | 1.45 | 0.00 | 0.61 | 9.54 | | 2003 | -5.50 | 17.30 | 0.71 | 13.22 | | 2002 | 0.00 | -10.89 | -20.59 | 6.16 | | 2001 | -7.07 | 4.72 | -12.10 | 9.14 | | 2000 | 6.96 | -5.35 | 2.18 | -0.87 | | 1999 | N/A | N/A | N/A | 10.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 930 | 1293 | 71.93 | | 1-Month | 842 | 1338 | 62.93 | | 3-Month | 1089 | 1329 | 81.94 | | 6-Month | 963 | 1320 | 72.95 | | 1-Year | 762 | 1280 | 59.53 | | 3-Year | 698 | 1088 | 64.15 | | 5-Year | 548 | 917 | 59.76 |
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0.03% Nasdaq 
0.04 (0.63%) 
Performance
