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| Morningstar Return Rating: | Average | | Year to Date Return: | 36.03% | | 5-Year Average Return: | 1.15% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 18.42% | |
Worst 1-Yr Total Return (2008): | -35.03% | |
Best 3-Yr Total Return (2004-6): | 14.78% | |
Worst 3-Yr Total Return (2006-8): | -11.82% |
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| 1-Year: | -3.35% | | 3-Year: | -6.45% | | 5-Year: | 2.06% | | 10-Year: | 6.05% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PCOAX | Category | Diff | Index* | Diff | | Year To Date | 36.03 | 22.72 | 13.31 | 24.07 | 11.96 | | 1-Month | 3.95 | 3.14 | 0.81 | 6.00 | -2.05 | | 3-Month | 5.91 | 3.09 | 2.82 | 7.91 | -2 | | 1-Year | 43.85 | 29.36 | 14.49 | 25.39 | 18.46 | | 3-Year | -7.10 | -8.14 | 1.04 | -5.79 | -1.31 | | 5-Year | 1.15 | -0.30 | 1.45 | 0.71 | 0.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.99 | 57.49 | 10.5 | 45.76 | 22.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.56 | -19.40 | 6.84 | -18.25 | 5.69 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCOAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.03 | -36.56 | 1.53 | | 2007 | | | -8.68 | -1.10 | -7.58 | | 2006 | | | 15.59 | 15.03 | 0.56 | | 2005 | | | 10.47 | 6.75 | 3.72 | | 2004 | | | 18.42 | 18.94 | -0.52 | | 2003 | | | 33.20 | 43.41 | -10.21 | | 2002 | | | -24.84 | -16.22 | -8.62 | | 2001 | | | -2.08 | 8.92 | -11.00 | | 2000 | | | 21.93 | 11.89 | 10.04 | | 1999 | | | 27.04 | 19.95 | 7.09 |
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| PAST QUARTERLY RETURNS (%) FOR
PCOAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.31 | 24.23 | 23.90 | N/A | | 2008 | -7.48 | -0.79 | -5.78 | -24.88 | | 2007 | 4.48 | 5.36 | -9.16 | -8.68 | | 2006 | 11.14 | -3.82 | 0.83 | 7.25 | | 2005 | -2.41 | 3.07 | 6.62 | 3.01 | | 2004 | 4.14 | 1.51 | -1.40 | 13.61 | | 2003 | -6.56 | 20.51 | 5.48 | 12.15 | | 2002 | 6.10 | -11.68 | -25.41 | 7.54 | | 2001 | -13.05 | 19.11 | -24.66 | 25.50 | | 2000 | 2.33 | 5.22 | 12.09 | 1.02 | | 1999 | N/A | N/A | N/A | 30.42 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 85 | 657 | 12.94 | | 1-Month | 414 | 679 | 60.97 | | 3-Month | 60 | 671 | 8.94 | | 6-Month | 39 | 663 | 5.88 | | 1-Year | 78 | 646 | 12.07 | | 3-Year | 192 | 573 | 33.51 | | 5-Year | 133 | 475 | 28.00 |
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0.49% Nasdaq 0.00%
Performance
