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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.29% | | 5-Year Average Return: | 5.85% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.89% | |
Worst 1-Yr Total Return (2008): | -13.67% | |
Best 3-Yr Total Return (2004-6): | 7.18% | |
Worst 3-Yr Total Return (2006-8): | -1.41% |
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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 | PDVDX | Category | Diff | Index* | Diff | | Year To Date | 28.29 | 24.90 | 3.39 | 6.24 | 22.05 | | 1-Month | 1.32 | 1.05 | 0.27 | 0.49 | 0.83 | | 3-Month | 7.87 | 6.22 | 1.65 | 2.60 | 5.27 | | 1-Year | 33.29 | 27.17 | 6.12 | 13.79 | 19.5 | | 3-Year | 5.38 | 4.15 | 1.23 | 6.35 | -0.97 | | 5-Year | 5.85 | 4.90 | 0.95 | 5.05 | 0.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.18 | 23.09 | 6.09 | 7.06 | 22.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.17 | 4.14 | 2.03 | 7.94 | -1.77 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PDVDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -13.67 | -15.41 | 1.74 | | 2007 | | | 3.57 | 4.45 | -0.88 | | 2006 | | | 7.19 | 6.90 | 0.29 | | 2005 | | | 5.47 | 2.12 | 3.35 | | 2004 | | | 8.89 | 8.38 | 0.51 | | 2003 | | | N/A | 16.18 | N/A | | 2002 | | | N/A | 6.76 | N/A | | 2001 | | | N/A | 4.22 | N/A | | 2000 | | | N/A | 1.73 | N/A | | 1999 | | | N/A | 2.89 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PDVDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.52 | 12.86 | 11.61 | N/A | | 2008 | 0.04 | -1.30 | -6.45 | -6.54 | | 2007 | 1.48 | -1.15 | 1.86 | 1.37 | | 2006 | 0.73 | -1.03 | 4.46 | 2.94 | | 2005 | -1.18 | 4.01 | 1.61 | 0.98 | | 2004 | 1.97 | -3.16 | 6.02 | 4.02 | | 2003 | N/A | N/A | N/A | 4.29 | | 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 | 75 | 245 | 30.61 | | 1-Month | 146 | 266 | 54.89 | | 3-Month | 31 | 259 | 11.97 | | 6-Month | 48 | 254 | 18.90 | | 1-Year | 52 | 229 | 22.71 | | 3-Year | 38 | 164 | 23.17 | | 5-Year | 23 | 132 | 17.42 |
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0.01% Nasdaq 
0.22%
Performance
