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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.24% | | 5-Year Average Return: | 1.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 17.31% | |
Worst 1-Yr Total Return (2008): | -39.54% | |
Best 3-Yr Total Return (2004-6): | 15.00% | |
Worst 3-Yr Total Return (2006-8): | -10.94% |
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| 1-Year: | -8.16% | | 3-Year: | -7.06% | | 5-Year: | 2.02% | | 10-Year: | 4.75% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PECAX | Category | Diff | Index* | Diff | | Year To Date | 28.24 | 30.74 | -2.5 | 24.07 | 4.17 | | 1-Month | 5.34 | 4.28 | 1.06 | 6.00 | -0.66 | | 3-Month | 6.12 | 5.45 | 0.67 | 7.91 | -1.79 | | 1-Year | 35.87 | 36.41 | -0.54 | 25.39 | 10.48 | | 3-Year | -7.20 | -6.04 | -1.16 | -5.79 | -1.41 | | 5-Year | 1.83 | 0.99 | 0.84 | 0.71 | 1.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.13 | 54.55 | -5.42 | 45.76 | 3.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.02 | -16.09 | -2.93 | -18.25 | -0.77 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PECAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.54 | -39.18 | -0.36 | | 2007 | | | 2.85 | 4.85 | -2.00 | | 2006 | | | 13.60 | 14.03 | -0.43 | | 2005 | | | 17.31 | 9.25 | 8.06 | | 2004 | | | 14.13 | 16.30 | -2.17 | | 2003 | | | 30.17 | 36.28 | -6.11 | | 2002 | | | -18.10 | -16.55 | -1.55 | | 2001 | | | -4.81 | -3.12 | -1.69 | | 2000 | | | 20.09 | 6.36 | 13.73 | | 1999 | | | 10.39 | 20.92 | -10.53 |
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| PAST QUARTERLY RETURNS (%) FOR
PECAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.95 | 17.01 | 18.80 | N/A | | 2008 | -10.43 | 4.13 | -15.36 | -23.41 | | 2007 | 5.20 | 4.84 | -2.58 | -4.28 | | 2006 | 8.35 | -2.11 | -0.51 | 7.66 | | 2005 | 1.81 | 4.98 | 8.08 | 1.55 | | 2004 | 2.57 | 1.69 | -1.61 | 11.21 | | 2003 | -3.62 | 15.56 | 5.16 | 11.13 | | 2002 | 5.90 | -10.86 | -16.91 | 4.42 | | 2001 | -11.58 | 11.21 | -17.37 | 17.15 | | 2000 | 15.95 | -3.84 | 12.19 | -4.00 | | 1999 | N/A | N/A | N/A | 15.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 189 | 450 | 42.00 | | 1-Month | 91 | 479 | 19.00 | | 3-Month | 66 | 476 | 13.87 | | 6-Month | 108 | 472 | 22.88 | | 1-Year | 163 | 450 | 36.22 | | 3-Year | 189 | 367 | 51.50 | | 5-Year | 108 | 293 | 36.86 |
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0.12% Nasdaq 
Performance
