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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.77% | | 5-Year Average Return: | 3.40% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 22.15% | |
Worst 1-Yr Total Return (2008): | -27.01% | |
Best 3-Yr Total Return (2004-6): | 16.32% | |
Worst 3-Yr Total Return (2006-8): | -3.28% |
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| 1-Year: | -12.27% | | 3-Year: | -1.76% | | 5-Year: | 4.98% | | 10-Year: | 9.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PCVBX | Category | Diff | Index* | Diff | | Year To Date | 17.77 | 22.92 | -5.15 | 24.07 | -6.3 | | 1-Month | 4.03 | 2.83 | 1.2 | 6.00 | -1.97 | | 3-Month | 6.17 | 2.63 | 3.54 | 7.91 | -1.74 | | 1-Year | 22.24 | 29.66 | -7.42 | 25.39 | -3.15 | | 3-Year | -3.32 | -8.12 | 4.8 | -5.79 | 2.47 | | 5-Year | 3.40 | -0.18 | 3.58 | 0.71 | 2.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.66 | 63.44 | -19.78 | 45.76 | -2.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.98 | -16.13 | -2.85 | -18.25 | -0.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCVBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.01 | -32.24 | 5.23 | | 2007 | | | 5.34 | -6.08 | 11.42 | | 2006 | | | 17.68 | 16.27 | 1.41 | | 2005 | | | 9.49 | 6.40 | 3.09 | | 2004 | | | 22.15 | 21.14 | 1.01 | | 2003 | | | 29.30 | 42.38 | -13.08 | | 2002 | | | 1.73 | -10.12 | 11.85 | | 2001 | | | 17.77 | 15.92 | 1.85 | | 2000 | | | 20.33 | 18.64 | 1.69 | | 1999 | | | -7.52 | 6.78 | -14.30 |
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| PAST QUARTERLY RETURNS (%) FOR
PCVBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.02 | 16.94 | 15.78 | N/A | | 2008 | -3.89 | 1.17 | -4.79 | -21.16 | | 2007 | 4.53 | 6.14 | -1.16 | -3.95 | | 2006 | 9.08 | -0.56 | 0.20 | 8.27 | | 2005 | 0.78 | 3.71 | 6.95 | -2.05 | | 2004 | 5.86 | 2.50 | 0.56 | 11.94 | | 2003 | -4.81 | 15.05 | 3.50 | 14.07 | | 2002 | 9.84 | 0.47 | -11.66 | 4.33 | | 2001 | 4.03 | 10.69 | -10.35 | 14.08 | | 2000 | -2.16 | 3.54 | 8.62 | 9.36 | | 1999 | N/A | N/A | N/A | -2.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 245 | 361 | 67.87 | | 1-Month | 266 | 380 | 70.00 | | 3-Month | 41 | 377 | 10.88 | | 6-Month | 290 | 368 | 78.80 | | 1-Year | 235 | 358 | 65.64 | | 3-Year | 29 | 293 | 9.90 | | 5-Year | 26 | 233 | 11.16 |
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0.28% Nasdaq 
Performance
