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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.99% | | 5-Year Average Return: | -0.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.09% | |
Worst 1-Yr Total Return (2008): | -42.77% | |
Best 3-Yr Total Return (2005-7): | 10.80% | |
Worst 3-Yr Total Return (2006-8): | -10.61% |
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| 1-Year: | -15.77% | | 3-Year: | -8.70% | | 5-Year: | -1.14% | | 10-Year: | 0.41% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PCFAX | Category | Diff | Index* | Diff | | Year To Date | 11.99 | 24.15 | -12.16 | 17.05 | -5.06 | | 1-Month | -2.66 | -2.25 | -0.41 | -1.86 | -0.8 | | 3-Month | 3.38 | 4.52 | -1.14 | 5.48 | -2.1 | | 1-Year | 5.78 | 15.35 | -9.57 | 9.80 | -4.02 | | 3-Year | -8.36 | -4.95 | -3.41 | -7.02 | -1.34 | | 5-Year | -0.99 | 0.99 | -1.98 | 0.33 | -1.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.23 | 42.81 | -11.58 | 45.76 | -14.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.91 | -17.14 | -7.77 | -18.25 | -6.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.77 | -40.67 | -2.10 | | 2007 | | | 17.09 | 13.35 | 3.74 | | 2006 | | | 6.59 | 7.05 | -0.46 | | 2005 | | | 9.00 | 6.71 | 2.29 | | 2004 | | | 12.11 | 7.81 | 4.30 | | 2003 | | | 26.66 | 28.66 | -2.00 | | 2002 | | | -23.64 | -27.64 | 4.00 | | 2001 | | | -19.18 | -22.30 | 3.12 | | 2000 | | | 13.56 | -13.05 | 26.61 | | 1999 | | | 22.19 | 38.87 | -16.68 |
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| PAST QUARTERLY RETURNS (%) FOR
PCFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.14 | 9.07 | 13.60 | N/A | | 2008 | -12.26 | 0.61 | -16.32 | -22.53 | | 2007 | 2.13 | 7.03 | 6.29 | 0.78 | | 2006 | 6.16 | -3.85 | -0.05 | 4.48 | | 2005 | -0.51 | 1.70 | 5.80 | 1.82 | | 2004 | 3.09 | -0.49 | -2.03 | 11.55 | | 2003 | -0.24 | 12.24 | 3.35 | 9.45 | | 2002 | -0.49 | -10.35 | -15.92 | 1.79 | | 2001 | -15.15 | 1.68 | -12.14 | 6.62 | | 2000 | 9.93 | -1.89 | 8.87 | -3.28 | | 1999 | N/A | N/A | N/A | 23.73 |
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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 | 1606 | 1890 | 84.97 | | 3-Month | 1639 | 1884 | 87.00 | | 6-Month | 1680 | 1827 | 91.95 | | 1-Year | 1380 | 1797 | 76.79 | | 3-Year | 1144 | 1518 | 75.36 | | 5-Year | 902 | 1251 | 72.10 |
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