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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.62% | | 5-Year Average Return: | 4.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 23.08% | |
Worst 1-Yr Total Return (2008): | -26.45% | |
Best 3-Yr Total Return (2004-6): | 17.20% | |
Worst 3-Yr Total Return (2006-8): | -2.55% |
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| 1-Year: | -12.63% | | 3-Year: | -2.17% | | 5-Year: | 4.83% | | 10-Year: | 10.09% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PCVAX | Category | Diff | Index* | Diff | | Year To Date | 18.62 | 22.92 | -4.3 | 24.07 | -5.45 | | 1-Month | 4.14 | 2.83 | 1.31 | 6.00 | -1.86 | | 3-Month | 6.40 | 2.63 | 3.77 | 7.91 | -1.51 | | 1-Year | 23.16 | 29.66 | -6.5 | 25.39 | -2.23 | | 3-Year | -2.59 | -8.12 | 5.53 | -5.79 | 3.2 | | 5-Year | 4.18 | -0.18 | 4.36 | 0.71 | 3.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.19 | 63.44 | -19.25 | 45.76 | -1.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.36 | -16.13 | -2.23 | -18.25 | -0.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCVAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.45 | -32.24 | 5.79 | | 2007 | | | 6.10 | -6.08 | 12.18 | | 2006 | | | 18.57 | 16.27 | 2.30 | | 2005 | | | 10.33 | 6.40 | 3.93 | | 2004 | | | 23.08 | 21.14 | 1.94 | | 2003 | | | 30.22 | 42.38 | -12.16 | | 2002 | | | 2.54 | -10.12 | 12.66 | | 2001 | | | 18.62 | 15.92 | 2.70 | | 2000 | | | 21.18 | 18.64 | 2.54 | | 1999 | | | -6.82 | 6.78 | -13.60 |
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| PAST QUARTERLY RETURNS (%) FOR
PCVAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.84 | 17.16 | 15.95 | N/A | | 2008 | -3.71 | 1.37 | -4.60 | -21.01 | | 2007 | 4.74 | 6.33 | -0.98 | -3.79 | | 2006 | 9.27 | -0.35 | 0.38 | 8.47 | | 2005 | 1.01 | 3.88 | 7.17 | -1.89 | | 2004 | 6.11 | 2.67 | 0.77 | 12.12 | | 2003 | -4.63 | 15.27 | 3.66 | 14.28 | | 2002 | 10.10 | 0.66 | -11.53 | 4.59 | | 2001 | 4.25 | 10.84 | -10.20 | 14.31 | | 2000 | -2.09 | 3.82 | 8.85 | 9.51 | | 1999 | N/A | N/A | N/A | -1.94 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 238 | 361 | 65.93 | | 1-Month | 254 | 380 | 66.84 | | 3-Month | 33 | 377 | 8.75 | | 6-Month | 276 | 368 | 75.00 | | 1-Year | 224 | 358 | 62.57 | | 3-Year | 19 | 293 | 6.48 | | 5-Year | 16 | 233 | 6.87 |
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