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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.73% | | 5-Year Average Return: | 1.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.95% | |
Worst 1-Yr Total Return (2008): | -39.85% | |
Best 3-Yr Total Return (2004-6): | 14.20% | |
Worst 3-Yr Total Return (2006-8): | -9.20% |
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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 | PCLVX | Category | Diff | Index* | Diff | | Year To Date | 25.73 | 21.73 | 4 | 24.07 | 1.66 | | 1-Month | 5.16 | 5.16 | 0 | 6.00 | -0.84 | | 3-Month | 5.77 | 6.45 | -0.68 | 7.91 | -2.14 | | 1-Year | 28.51 | 24.67 | 3.84 | 25.39 | 3.12 | | 3-Year | -6.88 | -7.33 | 0.45 | -5.79 | -1.09 | | 5-Year | 1.38 | 0.27 | 1.11 | 0.71 | 0.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.76 | 47.53 | 6.23 | 45.76 | 8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.36 | -16.99 | 1.63 | -18.25 | 2.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCLVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.85 | -37.09 | -2.76 | | 2007 | | | 4.63 | 1.42 | 3.21 | | 2006 | | | 18.95 | 18.15 | 0.80 | | 2005 | | | 10.66 | 5.95 | 4.71 | | 2004 | | | 13.13 | 12.97 | 0.16 | | 2003 | | | 26.98 | 28.44 | -1.46 | | 2002 | | | -16.84 | -18.69 | 1.85 | | 2001 | | | -3.89 | -4.99 | 1.10 | | 2000 | | | 2.48 | 7.87 | -5.39 | | 1999 | | | -3.93 | 6.72 | -10.65 |
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| PAST QUARTERLY RETURNS (%) FOR
PCLVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.92 | 18.50 | 17.50 | N/A | | 2008 | -9.95 | -6.53 | -7.70 | -22.58 | | 2007 | 1.89 | 5.62 | 0.77 | -3.53 | | 2006 | 5.83 | 0.41 | 4.58 | 7.03 | | 2005 | 0.88 | 1.58 | 6.19 | 1.69 | | 2004 | 3.11 | 0.17 | 0.39 | 9.11 | | 2003 | -3.69 | 14.95 | 1.76 | 12.71 | | 2002 | 2.61 | -6.89 | -16.98 | 4.83 | | 2001 | -4.64 | 4.28 | -10.82 | 8.38 | | 2000 | -5.80 | 1.28 | 3.37 | 3.91 | | 1999 | N/A | N/A | N/A | 1.66 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 323 | 1293 | 24.98 | | 1-Month | 909 | 1338 | 67.94 | | 3-Month | 837 | 1329 | 62.98 | | 6-Month | 330 | 1320 | 25.00 | | 1-Year | 258 | 1280 | 20.16 | | 3-Year | 415 | 1088 | 38.14 | | 5-Year | 216 | 917 | 23.56 |
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0.02% Nasdaq 
Performance
