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| Morningstar Return Rating: | Average | | Year to Date Return: | 35.13% | | 5-Year Average Return: | 0.39% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 17.65% | |
Worst 1-Yr Total Return (2008): | -35.54% | |
Best 3-Yr Total Return (2004-6): | 13.97% | |
Worst 3-Yr Total Return (2006-8): | -12.49% |
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| 1-Year: | 0.69% | | 3-Year: | -5.33% | | 5-Year: | 2.48% | | 10-Year: | 5.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PCOCX | Category | Diff | Index* | Diff | | Year To Date | 35.13 | 22.72 | 12.41 | 24.07 | 11.06 | | 1-Month | 4.02 | 3.14 | 0.88 | 6.00 | -1.98 | | 3-Month | 5.71 | 3.09 | 2.62 | 7.91 | -2.2 | | 1-Year | 42.83 | 29.36 | 13.47 | 25.39 | 17.44 | | 3-Year | -7.80 | -8.14 | 0.34 | -5.79 | -2.01 | | 5-Year | 0.39 | -0.30 | 0.69 | 0.71 | -0.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.02 | 57.49 | 9.53 | 45.76 | 21.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.12 | -19.40 | 6.28 | -18.25 | 5.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCOCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.54 | -36.56 | 1.02 | | 2007 | | | -9.37 | -1.10 | -8.27 | | 2006 | | | 14.72 | 15.03 | -0.31 | | 2005 | | | 9.67 | 6.75 | 2.92 | | 2004 | | | 17.65 | 18.94 | -1.29 | | 2003 | | | 32.08 | 43.41 | -11.33 | | 2002 | | | -25.40 | -16.22 | -9.18 | | 2001 | | | -2.77 | 8.92 | -11.69 | | 2000 | | | 21.11 | 11.89 | 9.22 | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PCOCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.48 | 23.97 | 23.61 | N/A | | 2008 | -7.74 | -0.97 | -5.89 | -25.03 | | 2007 | 4.33 | 5.12 | -9.32 | -8.87 | | 2006 | 10.88 | -4.03 | 0.70 | 7.05 | | 2005 | -2.60 | 2.94 | 6.31 | 2.89 | | 2004 | 4.08 | 1.27 | -1.55 | 13.37 | | 2003 | -6.74 | 20.23 | 5.29 | 11.87 | | 2002 | 5.92 | -11.92 | -25.58 | 7.44 | | 2001 | -13.20 | 18.93 | -24.84 | 25.32 | | 2000 | 2.14 | 5.06 | 11.90 | 0.86 | | 1999 | N/A | N/A | N/A | 30.20 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 91 | 657 | 13.85 | | 1-Month | 454 | 679 | 66.86 | | 3-Month | 80 | 671 | 11.92 | | 6-Month | 46 | 663 | 6.94 | | 1-Year | 90 | 646 | 13.93 | | 3-Year | 229 | 573 | 39.97 | | 5-Year | 169 | 475 | 35.58 |
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