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

Wednesday, December 30, 2009, 11:30PM ET - U.S. Markets Closed. Dow Up 0.03% Nasdaq Up 0.13%
JPMorgan Market Expansion Index Select (PGMIX)On Dec 30: 8.80  Down 0.01 (0.11%)  
MORE ON PGMIX
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:25.69%
5-Year Average Return:1.77%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2004):18.58%
Worst 1-Yr Total Return (2008):-35.45%
Best 3-Yr Total Return (2004-6):14.40%
Worst 3-Yr Total Return (2006-8):-8.83%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnPGMIXCategoryDiffIndex*Diff
Year To Date25.6930.74-5.0524.071.62
1-Month3.834.28-0.456.00-2.17
3-Month4.005.45-1.457.91-3.91
1-Year32.3436.41-4.0725.396.95
3-Year-5.77-6.040.27-5.790.02
5-Year1.770.990.780.711.06
Last Bull Market ( 28-Feb-09 to 30-Sep-09)58.0054.553.4545.7612.24
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-19.80-16.09-3.71-18.25-1.55
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearPGMIXCategoryDiff
2009N/AN/AN/A
2008
 
-35.45-39.183.73
2007
 
3.334.85-1.52
2006
 
13.6214.03-0.41
2005
 
11.139.251.88
2004
 
18.5816.302.28
2003
 
36.4536.280.17
2002
 
-14.73-16.551.82
2001
 
1.64-3.124.76
2000
 
14.106.367.74
1999
 
11.5620.92-9.36
PAST QUARTERLY RETURNS (%) FOR PGMIX 
Q1Q2Q3Q4
2009-11.5920.4819.89N/A
2008-8.154.07-8.78-25.97
20075.415.84-2.18-5.31
200610.00-3.10-0.637.27
2005-0.544.464.961.90
20045.791.36-1.4512.21
2003-4.6318.446.5913.33
20027.42-8.07-17.724.96
2001-9.6113.04-15.6717.95
20008.79-1.548.82-2.12
1999N/AN/AN/A15.10
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date25645056.89
1-Month9547919.83
3-Month24247650.84
6-Month21247244.92
1-Year17045037.78
3-Year13136735.69
5-Year10329335.15

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