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

Tuesday, December 29, 2009, 6:53PM ET - U.S. Markets Closed. Dow Down 0.02% Nasdaq Down 0.12%
Pacific Capital Growth and Income Y (PGNIX)On Dec 29: 10.64  Down 0.03 (0.28%)  
MORE ON PGNIX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Low
Year to Date Return:18.68%
5-Year Average Return:-1.92%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):10.28%
Worst 1-Yr Total Return (2008):-36.39%
Best 3-Yr Total Return (2004-6):8.22%
Worst 3-Yr Total Return (2006-8):-10.81%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnPGNIXCategoryDiffIndex*Diff
Year To Date18.6825.10-6.4224.07-5.39
1-Month5.405.280.126.00-0.6
3-Month8.147.011.137.910.23
1-Year21.1228.01-6.8925.39-4.27
3-Year-8.23-5.87-2.36-5.79-2.44
5-Year-1.920.64-2.560.71-2.63
Last Bull Market ( 28-Feb-09 to 30-Sep-09)37.2046.08-8.8845.76-8.56
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-20.64-17.41-3.23-18.25-2.39
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearPGNIXCategoryDiff
2009N/AN/AN/A
2008
 
-36.39-37.791.40
2007
 
1.156.16-5.01
2006
 
10.2814.17-3.89
2005
 
4.755.88-1.13
2004
 
9.7210.02-0.30
2003
 
25.5027.05-1.55
2002
 
-28.53-22.25-6.28
2001
 
-19.15-13.50-5.65
2000
 
-3.94-6.312.37
1999
 
23.5820.163.42
PAST QUARTERLY RETURNS (%) FOR PGNIX 
Q1Q2Q3Q4
2009-11.4513.5513.70N/A
2008-9.75-0.64-10.67-20.58
20070.523.82-0.53-2.57
20064.84-3.993.346.02
2005-1.391.133.731.26
20041.180.73-1.939.76
2003-2.6314.012.829.95
2002-3.30-15.24-18.156.53
2001-18.735.99-17.3213.53
200010.49-2.00-2.46-9.06
1999N/AN/AN/A23.49
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date1778202187.98
1-Month1817211385.99
3-Month627209129.99
6-Month1548206475.00
1-Year1447201171.95
3-Year1309170776.68
5-Year1070136078.68

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