|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.15% | | 5-Year Average Return: | 3.53% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.02% | |
Worst 1-Yr Total Return (2008): | -17.98% | |
Best 3-Yr Total Return (2004-6): | 7.02% | |
Worst 3-Yr Total Return (2006-8): | -1.96% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PDCZX | Category | Diff | Index* | Diff | | Year To Date | 18.15 | 22.21 | -4.06 | N/A | N/A | | 1-Month | 3.25 | 3.58 | -0.33 | N/A | N/A | | 3-Month | 5.49 | 5.74 | -0.25 | N/A | N/A | | 1-Year | 21.31 | 26.14 | -4.83 | N/A | N/A | | 3-Year | 1.27 | -2.18 | 3.45 | N/A | N/A | | 5-Year | 3.53 | 2.20 | 1.33 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 25.42 | 33.99 | -8.57 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.55 | -9.13 | 5.58 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PDCZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.98 | -28.00 | 10.02 | | 2007 | | | 7.09 | 5.99 | 1.10 | | 2006 | | | 7.29 | 11.29 | -4.00 | | 2005 | | | 4.79 | 5.13 | -0.34 | | 2004 | | | 9.02 | 8.86 | 0.16 | | 2003 | | | 20.46 | 20.35 | 0.11 | | 2002 | | | -7.27 | -12.02 | 4.75 | | 2001 | | | 2.76 | -5.05 | 7.81 | | 2000 | | | 3.61 | 1.82 | 1.79 | | 1999 | | | 10.45 | 10.71 | -0.26 |
|
| PAST QUARTERLY RETURNS (%) FOR
PDCZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.85 | 9.80 | 9.78 | N/A | | 2008 | -2.47 | -2.12 | -6.79 | -7.83 | | 2007 | 1.23 | 1.60 | 3.73 | 0.38 | | 2006 | 2.22 | -1.35 | 3.12 | 3.18 | | 2005 | -1.35 | 3.46 | 1.54 | 1.12 | | 2004 | 2.85 | -0.53 | 1.04 | 5.47 | | 2003 | 0.45 | 9.31 | 3.11 | 6.40 | | 2002 | 0.10 | -5.76 | -7.21 | 5.94 | | 2001 | -1.68 | 2.38 | -5.49 | 8.02 | | 2000 | 3.13 | -0.50 | 2.56 | -1.54 | | 1999 | N/A | N/A | N/A | 9.27 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1006 | 1184 | 84.97 | | 1-Month | 1097 | 1233 | 88.97 | | 3-Month | 884 | 1229 | 71.93 | | 6-Month | 954 | 1208 | 78.97 | | 1-Year | 863 | 1183 | 72.95 | | 3-Year | 50 | 932 | 5.36 | | 5-Year | 143 | 784 | 18.24 |
|
|
|
|
|
0.11% Nasdaq 
0.01%
Performance
