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| Morningstar Return Rating: | Low | | Year to Date Return: | 30.09% | | 5-Year Average Return: | -0.83% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 22.25% | |
Worst 1-Yr Total Return (2008): | -44.06% | |
Best 3-Yr Total Return (2005-7): | 11.69% | |
Worst 3-Yr Total Return (2006-8): | -13.16% |
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| 1-Year: | -23.30% | | 3-Year: | -5.27% | | 5-Year: | -1.46% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PCRBX | Category | Diff | Index* | Diff | | Year To Date | 30.09 | 30.53 | -0.44 | 17.05 | 13.04 | | 1-Month | 4.95 | -0.56 | 5.51 | -1.86 | 6.81 | | 3-Month | 9.44 | 5.70 | 3.74 | 5.48 | 3.96 | | 1-Year | 17.68 | 19.86 | -2.18 | 9.80 | 7.88 | | 3-Year | -4.41 | -1.66 | -2.75 | -7.02 | 2.61 | | 5-Year | -0.83 | 8.52 | -9.35 | 0.33 | -1.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.70 | 47.04 | -11.34 | 45.76 | -10.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -36.44 | -26.04 | -10.4 | -18.25 | -18.19 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCRBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.06 | -48.79 | 4.73 | | 2007 | | | 22.25 | 37.12 | -14.87 | | 2006 | | | -4.26 | 10.53 | -14.79 | | 2005 | | | 19.05 | 38.20 | -19.15 | | 2004 | | | 14.97 | 27.47 | -12.50 | | 2003 | | | 28.13 | 32.76 | -4.63 | | 2002 | | | N/A | -0.80 | N/A | | 2001 | | | N/A | -10.44 | N/A | | 2000 | | | N/A | 29.49 | N/A | | 1999 | | | N/A | 30.64 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PCRBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.14 | 14.95 | 9.08 | N/A | | 2008 | 14.05 | 13.89 | -32.83 | -35.88 | | 2007 | 5.24 | -2.71 | 9.60 | 8.94 | | 2006 | -5.93 | 5.01 | -5.16 | 2.19 | | 2005 | 10.96 | -3.27 | 16.03 | -4.40 | | 2004 | 16.48 | -7.59 | 9.95 | -2.86 | | 2003 | 3.81 | 5.25 | 4.55 | 12.17 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 123 | 185 | 66.49 | | 1-Month | 27 | 193 | 13.99 | | 3-Month | 138 | 192 | 71.88 | | 6-Month | 28 | 192 | 14.58 | | 1-Year | 109 | 179 | 60.89 | | 3-Year | 81 | 109 | 74.31 | | 5-Year | 58 | 79 | 73.42 |
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