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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.37% | | 5-Year Average Return: | 0.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.52% | |
Worst 1-Yr Total Return (2008): | -34.91% | |
Best 3-Yr Total Return (2004-6): | 10.53% | |
Worst 3-Yr Total Return (2006-8): | -7.90% |
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| 1-Year: | -12.06% | | 3-Year: | -6.67% | | 5-Year: | 0.61% | | 10-Year: | -0.09% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PCODX | Category | Diff | Index* | Diff | | Year To Date | 20.37 | 25.10 | -4.73 | 24.07 | -3.7 | | 1-Month | 5.55 | 5.28 | 0.27 | 6.00 | -0.45 | | 3-Month | 7.72 | 7.01 | 0.71 | 7.91 | -0.19 | | 1-Year | 21.06 | 28.01 | -6.95 | 25.39 | -4.33 | | 3-Year | -6.30 | -5.87 | -0.43 | -5.79 | -0.51 | | 5-Year | 0.44 | 0.64 | -0.2 | 0.71 | -0.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.64 | 46.08 | -6.44 | 45.76 | -6.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.64 | -17.41 | -3.23 | -18.25 | -2.39 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCODX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.91 | -37.79 | 2.88 | | 2007 | | | 3.88 | 6.16 | -2.28 | | 2006 | | | 15.52 | 14.17 | 1.35 | | 2005 | | | 5.55 | 5.88 | -0.33 | | 2004 | | | 10.74 | 10.02 | 0.72 | | 2003 | | | 23.58 | 27.05 | -3.47 | | 2002 | | | -20.87 | -22.25 | 1.38 | | 2001 | | | -11.84 | -13.50 | 1.66 | | 2000 | | | -0.72 | -6.31 | 5.59 | | 1999 | | | 14.60 | 20.16 | -5.56 |
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| PAST QUARTERLY RETURNS (%) FOR
PCODX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.67 | 14.53 | 12.90 | N/A | | 2008 | -7.45 | -2.86 | -6.85 | -22.26 | | 2007 | 1.29 | 6.19 | 1.50 | -4.85 | | 2006 | 4.72 | -0.42 | 5.25 | 5.26 | | 2005 | -1.25 | -0.08 | 4.48 | 2.38 | | 2004 | 0.27 | 1.35 | -0.45 | 9.46 | | 2003 | -6.20 | 14.26 | 2.47 | 12.52 | | 2002 | 3.23 | -12.40 | -18.34 | 7.15 | | 2001 | -9.18 | 3.60 | -14.21 | 9.22 | | 2000 | 2.29 | 1.07 | -1.24 | -2.76 | | 1999 | N/A | N/A | N/A | 11.07 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1535 | 2021 | 75.95 | | 1-Month | 1056 | 2113 | 49.98 | | 3-Month | 250 | 2091 | 11.96 | | 6-Month | 660 | 2064 | 31.98 | | 1-Year | 1371 | 2011 | 68.18 | | 3-Year | 849 | 1707 | 49.74 | | 5-Year | 579 | 1360 | 42.57 |
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0.53% Nasdaq 
0.12%
Performance
