Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Sunday, December 27, 2009, 2:45PM ET - U.S. Markets Closed. Dow Up 0.51% Nasdaq Up 0.71%
Target Moderate Allocation Z (PDMZX)On Dec 24: 9.76  Up 0.03 (0.31%)  
MORE ON PDMZX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:20.02%
5-Year Average Return:2.69%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):12.37%
Worst 1-Yr Total Return (2008):-28.30%
Best 3-Yr Total Return (2004-6):10.30%
Worst 3-Yr Total Return (2006-8):-4.71%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnPDMZXCategoryDiffIndex*Diff
Year To Date20.0222.21-2.19N/AN/A
1-Month3.713.580.13N/AN/A
3-Month5.955.740.21N/AN/A
1-Year23.6726.14-2.47N/AN/A
3-Year-2.24-2.18-0.06N/AN/A
5-Year2.692.200.49N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)33.5533.99-0.44N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-10.01-9.13-0.88N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearPDMZXCategoryDiff
2009N/AN/AN/A
2008
 
-28.30-28.00-0.30
2007
 
7.375.991.38
2006
 
12.3711.291.08
2005
 
7.155.132.02
2004
 
11.458.862.59
2003
 
26.6920.356.34
2002
 
-13.25-12.02-1.23
2001
 
-4.10-5.050.95
2000
 
1.171.82-0.65
1999
 
16.6210.715.91
PAST QUARTERLY RETURNS (%) FOR PDMZX 
Q1Q2Q3Q4
2009-7.7412.5812.72N/A
2008-6.38-2.39-8.95-13.82
20071.534.053.19-1.51
20064.36-1.233.055.79
2005-1.403.263.641.54
20043.08-0.180.158.15
2003-1.4713.063.979.39
20021.25-8.35-12.386.70
2001-5.513.15-10.7410.22
20003.37-1.141.65-2.61
1999N/AN/AN/A12.86
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date864118472.97
1-Month1159123394.00
3-Month884122971.93
6-Month712120858.94
1-Year689118358.24
3-Year45893249.14
5-Year27178434.57

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Performance for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder