|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.25% | | 5-Year Average Return: | 2.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 4.01% | |
Worst 1-Yr Total Return (2008): | -6.46% | |
Best 3-Yr Total Return (2004-6): | 3.30% | |
Worst 3-Yr Total Return (2006-8): | -0.76% |
|
| 1-Year: | 11.71% | | 3-Year: | 3.10% | | 5-Year: | 3.10% | | 10-Year: | 4.37% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PCMAX | Category | Diff | Index* | Diff | | Year To Date | 13.25 | 15.98 | -2.73 | 12.53 | 0.72 | | 1-Month | 0.61 | 0.62 | -0.01 | 0.83 | -0.22 | | 3-Month | 2.23 | 2.61 | -0.38 | 2.25 | -0.02 | | 1-Year | 13.13 | 15.34 | -2.21 | 14.17 | -1.04 | | 3-Year | 2.18 | 2.57 | -0.39 | 4.17 | -1.99 | | 5-Year | 2.88 | 3.56 | -0.68 | 4.50 | -1.62 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.72 | 11.57 | -1.85 | 9.40 | 0.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.88 | 3.32 | 0.56 | 5.67 | -1.79 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.46 | -7.31 | 0.85 | | 2007 | | | 1.27 | 1.82 | -0.55 | | 2006 | | | 3.17 | 4.08 | -0.91 | | 2005 | | | 2.72 | 2.60 | 0.12 | | 2004 | | | 4.01 | 3.41 | 0.60 | | 2003 | | | 4.06 | 4.58 | -0.52 | | 2002 | | | 8.59 | 8.53 | 0.06 | | 2001 | | | 3.49 | 4.24 | -0.75 | | 2000 | | | 11.14 | 11.06 | 0.08 | | 1999 | | | -5.57 | -4.00 | -1.57 |
|
| PAST QUARTERLY RETURNS (%) FOR
PCMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.58 | 2.53 | 7.09 | N/A | | 2008 | -1.63 | 0.92 | -4.00 | -1.85 | | 2007 | 0.54 | -0.92 | 1.16 | 0.50 | | 2006 | -0.17 | -0.57 | 3.19 | 0.73 | | 2005 | -0.25 | 3.01 | -0.64 | 0.61 | | 2004 | 1.53 | -2.50 | 3.98 | 1.05 | | 2003 | 0.69 | 2.38 | -0.20 | 1.15 | | 2002 | 0.25 | 3.23 | 5.61 | -0.63 | | 2001 | 1.37 | 0.37 | 2.75 | -1.00 | | 2000 | 2.86 | 1.31 | 2.09 | 4.48 | | 1999 | N/A | N/A | N/A | -1.61 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 47 | 77 | 61.04 | | 1-Month | 73 | 78 | 93.59 | | 3-Month | 39 | 78 | 50.00 | | 6-Month | 37 | 77 | 48.05 | | 1-Year | 44 | 77 | 57.14 | | 3-Year | 51 | 75 | 68.00 | | 5-Year | 50 | 70 | 71.43 |
|
|
|
|
|
0.51% Nasdaq 
Performance
