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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.55% | | 5-Year Average Return: | 0.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.56% | |
Worst 1-Yr Total Return (2008): | -40.54% | |
Best 3-Yr Total Return (2004-6): | 12.92% | |
Worst 3-Yr Total Return (2006-8): | -10.24% |
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| 1-Year: | -10.72% | | 3-Year: | -7.95% | | 5-Year: | 0.63% | | 10-Year: | 0.90% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PCPBX | Category | Diff | Index* | Diff | | Year To Date | 24.55 | 21.73 | 2.82 | 24.07 | 0.48 | | 1-Month | 5.09 | 5.16 | -0.07 | 6.00 | -0.91 | | 3-Month | 5.54 | 6.45 | -0.91 | 7.91 | -2.37 | | 1-Year | 27.21 | 24.67 | 2.54 | 25.39 | 1.82 | | 3-Year | -7.90 | -7.33 | -0.57 | -5.79 | -2.11 | | 5-Year | 0.26 | 0.27 | -0.01 | 0.71 | -0.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.83 | 47.53 | 5.3 | 45.76 | 7.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.29 | -16.99 | 0.7 | -18.25 | 1.96 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.54 | -37.09 | -3.45 | | 2007 | | | 3.47 | 1.42 | 2.05 | | 2006 | | | 17.56 | 18.15 | -0.59 | | 2005 | | | 9.44 | 5.95 | 3.49 | | 2004 | | | 11.90 | 12.97 | -1.07 | | 2003 | | | 25.72 | 28.44 | -2.72 | | 2002 | | | -17.72 | -18.69 | 0.97 | | 2001 | | | -4.65 | -4.99 | 0.34 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PCPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.23 | 18.39 | 17.09 | N/A | | 2008 | -10.22 | -6.81 | -7.96 | -22.79 | | 2007 | 1.61 | 5.29 | 0.52 | -3.78 | | 2006 | 5.52 | 0.14 | 4.27 | 6.71 | | 2005 | 0.56 | 1.33 | 5.90 | 1.42 | | 2004 | 2.82 | -0.11 | 0.11 | 8.83 | | 2003 | -3.90 | 14.66 | 1.44 | 12.48 | | 2002 | 2.38 | -7.14 | -17.20 | 4.53 | | 2001 | -4.59 | 3.98 | -11.09 | 8.10 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 413 | 1293 | 31.94 | | 1-Month | 949 | 1338 | 70.93 | | 3-Month | 917 | 1329 | 69.00 | | 6-Month | 409 | 1320 | 30.98 | | 1-Year | 316 | 1280 | 24.69 | | 3-Year | 541 | 1088 | 49.72 | | 5-Year | 386 | 917 | 42.09 |
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0.03% Nasdaq 0.00%
Performance
