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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.56% | | 5-Year Average Return: | -0.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.57% | |
Worst 1-Yr Total Return (2008): | -38.26% | |
Best 3-Yr Total Return (2004-6): | 10.91% | |
Worst 3-Yr Total Return (2006-8): | -9.23% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PDCSX | Category | Diff | Index* | Diff | | Year To Date | 19.56 | 25.10 | -5.54 | 24.07 | -4.51 | | 1-Month | 5.60 | 5.28 | 0.32 | 6.00 | -0.4 | | 3-Month | 6.21 | 7.01 | -0.8 | 7.91 | -1.7 | | 1-Year | 21.10 | 28.01 | -6.91 | 25.39 | -4.29 | | 3-Year | -7.22 | -5.87 | -1.35 | -5.79 | -1.43 | | 5-Year | -0.25 | 0.64 | -0.89 | 0.71 | -0.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.50 | 46.08 | -6.58 | 45.76 | -6.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.04 | -17.41 | -2.63 | -18.25 | -1.79 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PDCSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.26 | -37.79 | -0.47 | | 2007 | | | 6.66 | 6.16 | 0.50 | | 2006 | | | 13.57 | 14.17 | -0.60 | | 2005 | | | 6.86 | 5.88 | 0.98 | | 2004 | | | 12.41 | 10.02 | 2.39 | | 2003 | | | 27.85 | 27.05 | 0.80 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PDCSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.38 | 13.41 | 14.30 | N/A | | 2008 | -10.62 | -1.71 | -10.13 | -21.80 | | 2007 | 1.00 | 5.32 | 2.53 | -2.20 | | 2006 | 4.13 | -2.18 | 5.27 | 5.92 | | 2005 | -0.87 | 1.24 | 4.60 | 1.79 | | 2004 | 1.93 | 1.34 | -0.70 | 9.59 | | 2003 | -3.40 | 14.91 | 2.97 | 11.85 | | 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 | 1657 | 2021 | 81.99 | | 1-Month | 1605 | 2113 | 75.96 | | 3-Month | 1400 | 2091 | 66.95 | | 6-Month | 1568 | 2064 | 75.97 | | 1-Year | 1451 | 2011 | 72.15 | | 3-Year | 1146 | 1707 | 67.14 | | 5-Year | 859 | 1360 | 63.16 |
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