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 Dow Down1.88% Nasdaq Down2.09%

Pacific Advisors Small Cap Value I (PGISX)

67.24 Down 1.43(2.08%) Jul 31

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:4.00
Year-to-Date Return:0.58%
5-Year Average Return:22.17%
Number of Years Up:6
Number of Years Down:1
Best 1 Yr Total Return (2013-12-31):59.76%
Worst 1 Yr Total Return (2008-12-31):-41.00%
Best 3-Yr Total Return (N/A):26.11%
Worst 3-Yr Total Return (N/A):-4.85%
Load Adjusted Returns 
1-Year:24.18%
3-Year:20.18%
5-Year:22.17%
10-Year:13.45%
Trailing Returns (%) vs. Benchmarks 
ReturnPGISXCategoryDiffIndex*Diff
Year To Date0.58N/AN/AN/AN/A
1-Month4.27N/AN/AN/AN/A
3-Month5.47N/AN/AN/AN/A
1-Year24.18N/AN/AN/AN/A
3-Year20.18N/AN/AN/AN/A
5-Year22.17N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)47.50N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-29.90N/AN/AN/AN/A
Annual Total Return (%) History () 
YearPGISXCategoryDiff
2014N/AN/AN/A
2013
 
59.76N/AN/A
2012
 
15.27N/AN/A
2011
 
8.90N/AN/A
2010
 
20.40N/AN/A
2009
 
37.48N/AN/A
2008
 
-41.00N/AN/A
2007
 
6.19N/AN/A
Past Quarterly Returns (%) for PGISX 
Q1Q2Q3Q4
2014-4.635.47N/AN/A
201323.664.648.0714.24
201215.86-13.3611.123.34
201114.911.14-27.7929.76
20105.93-10.975.2921.25
2009-13.9042.517.504.22
2008-7.814.11-8.39-32.89
20073.8215.46-4.73-7.01
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date93N/A
1-Month60N/A
3-Month3N/A
6-Month93N/A
1-Year44N/A
3-Year2N/A
5-Year12N/A