• FirefoxUpgrade to the new Firefox »
  •  Dow Up1.69% Nasdaq Up2.12%

    More On PGISX


    Pacific Advisors Small Cap Value I (PGISX)

    54.32 Up 1.86(3.55%) Dec 17

    Performance Overview as of Nov 29, 2014Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:-16.84%
    5-Year Average Return:17.46%
    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:-12.76%
    3-Year:16.51%
    5-Year:17.46%
    10-Year:10.27%
    Trailing Returns (%) vs. Benchmarks 
    ReturnPGISXCategoryDiffIndex*Diff
    Year To Date-16.84N/AN/AN/AN/A
    1-Month-4.66N/AN/AN/AN/A
    3-Month-13.85N/AN/AN/AN/A
    1-Year-12.76N/AN/AN/AN/A
    3-Year16.51N/AN/AN/AN/A
    5-Year17.46N/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
    2014-4.635.47-13.64N/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 Date99N/A
    1-Month99N/A
    3-Month98N/A
    6-Month99N/A
    1-Year99N/A
    3-Year65N/A
    5-Year26N/A