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| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.25% | | 5-Year Average Return: | 4.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 22.17% | |
Worst 1-Yr Total Return (2008): | -27.02% | |
Best 3-Yr Total Return (2004-6): | 16.34% | |
Worst 3-Yr Total Return (2006-8): | -3.29% |
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| 1-Year: | -9.08% | | 3-Year: | -1.05% | | 5-Year: | 5.23% | | 10-Year: | 9.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PCVCX | Category | Diff | Index* | Diff | | Year To Date | 13.25 | 19.19 | -5.94 | 17.05 | -3.8 | | 1-Month | -2.72 | -5.16 | 2.44 | -1.86 | -0.86 | | 3-Month | 5.38 | 4.11 | 1.27 | 5.48 | -0.1 | | 1-Year | 8.94 | 11.22 | -2.28 | 9.80 | -0.86 | | 3-Year | -3.29 | -7.72 | 4.43 | -7.02 | 3.73 | | 5-Year | 4.25 | 1.02 | 3.23 | 0.33 | 3.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.58 | 60.83 | -17.25 | 45.76 | -2.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.00 | -15.36 | -3.64 | -18.25 | -0.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.02 | -32.24 | 5.22 | | 2007 | | | 5.30 | -6.08 | 11.38 | | 2006 | | | 17.70 | 16.27 | 1.43 | | 2005 | | | 9.49 | 6.40 | 3.09 | | 2004 | | | 22.17 | 21.14 | 1.03 | | 2003 | | | 29.27 | 42.38 | -13.11 | | 2002 | | | 1.73 | -10.12 | 11.85 | | 2001 | | | 17.74 | 15.92 | 1.82 | | 2000 | | | 20.31 | 18.64 | 1.67 | | 1999 | | | -7.48 | 6.78 | -14.26 |
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| PAST QUARTERLY RETURNS (%) FOR
PCVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.01 | 16.93 | 15.78 | N/A | | 2008 | -3.88 | 1.20 | -4.78 | -21.21 | | 2007 | 4.50 | 6.14 | -1.13 | -3.97 | | 2006 | 9.07 | -0.52 | 0.16 | 8.30 | | 2005 | 0.82 | 3.67 | 6.97 | -2.07 | | 2004 | 5.90 | 2.50 | 0.56 | 11.93 | | 2003 | -4.80 | 15.08 | 3.49 | 14.02 | | 2002 | 9.83 | 0.52 | -11.68 | 4.34 | | 2001 | 4.03 | 10.68 | -10.39 | 14.12 | | 2000 | -2.23 | 3.61 | 8.61 | 9.36 | | 1999 | N/A | N/A | N/A | -2.14 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 257 | 390 | 65.90 | | 1-Month | 12 | 406 | 2.96 | | 3-Month | 60 | 405 | 14.81 | | 6-Month | 257 | 396 | 64.90 | | 1-Year | 204 | 381 | 53.54 | | 3-Year | 32 | 317 | 10.09 | | 5-Year | 29 | 242 | 11.98 |
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0.50% Nasdaq 0.00%
Performance
