|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.42% | | 5-Year Average Return: | 0.10% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 20.39% | |
Worst 1-Yr Total Return (2008): | -35.22% | |
Best 3-Yr Total Return (2004-6): | 13.13% | |
Worst 3-Yr Total Return (2006-8): | -8.19% |
|
| 1-Year: | -13.12% | | 3-Year: | -8.97% | | 5-Year: | -0.15% | | 10-Year: | 0.54% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PCVVX | Category | Diff | Index* | Diff | | Year To Date | 12.42 | 15.79 | -3.37 | 17.05 | -4.63 | | 1-Month | -2.80 | -2.21 | -0.59 | -1.86 | -0.94 | | 3-Month | 5.33 | 5.62 | -0.29 | 5.48 | -0.15 | | 1-Year | 6.51 | 9.52 | -3.01 | 9.80 | -3.29 | | 3-Year | -9.19 | -8.36 | -0.83 | -7.02 | -2.17 | | 5-Year | 0.10 | 0.18 | -0.08 | 0.33 | -0.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.56 | 46.84 | -0.28 | 45.76 | 0.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.06 | -16.40 | -1.66 | -18.25 | 0.19 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PCVVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.22 | -37.09 | 1.87 | | 2007 | | | -0.78 | 1.42 | -2.20 | | 2006 | | | 20.39 | 18.15 | 2.24 | | 2005 | | | 6.71 | 5.95 | 0.76 | | 2004 | | | 12.70 | 12.97 | -0.27 | | 2003 | | | 27.23 | 28.44 | -1.21 | | 2002 | | | -24.34 | -18.69 | -5.65 | | 2001 | | | -5.89 | -4.99 | -0.90 | | 2000 | | | 3.32 | 7.87 | -4.55 | | 1999 | | | 8.75 | 6.72 | 2.03 |
|
| PAST QUARTERLY RETURNS (%) FOR
PCVVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.92 | 17.95 | 16.63 | N/A | | 2008 | -9.66 | -2.02 | -7.70 | -20.72 | | 2007 | 2.16 | 4.37 | -1.87 | -5.17 | | 2006 | 6.85 | -0.04 | 5.26 | 7.09 | | 2005 | 2.14 | 0.58 | 4.02 | -0.14 | | 2004 | 1.67 | 0.17 | 0.90 | 9.67 | | 2003 | -5.38 | 17.56 | 0.89 | 13.37 | | 2002 | 0.13 | -10.75 | -20.44 | 6.42 | | 2001 | -6.90 | 4.90 | -11.88 | 9.35 | | 2000 | 7.21 | -5.19 | 2.35 | -0.69 | | 1999 | N/A | N/A | N/A | 10.54 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 841 | 1335 | 63.00 | | 1-Month | 1061 | 1379 | 76.94 | | 3-Month | 1135 | 1368 | 82.97 | | 6-Month | 673 | 1346 | 50.00 | | 1-Year | 654 | 1318 | 49.62 | | 3-Year | 576 | 1124 | 51.25 | | 5-Year | 419 | 934 | 44.86 |
|
|
|
|
|