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

Monday, December 7, 2009, 3:18PM ET - U.S. Markets close in 42 mins.. Dow Up 0.04% Nasdaq Down 0.29%
Pacific Advisors Income & Equity C (PIECX)On Dec 4: 9.05  Down 0.01 (0.11%)  
MORE ON PIECX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Low
Year to Date Return:11.80%
5-Year Average Return:-0.10%
Number of Years Up:3
Number of Years Down:2
Best 1-Yr Total Return (2006):6.51%
Worst 1-Yr Total Return (2008):-18.10%
Best 3-Yr Total Return (2004-6):2.84%
Worst 3-Yr Total Return (2006-8):-3.97%
LOAD ADJUSTED RETURNS 
1-Year:1.70%
3-Year:-1.68%
5-Year:-0.10%
10-Year:1.22%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnPIECXCategoryDiffIndex*Diff
Year To Date11.8016.51-4.71N/AN/A
1-Month0.23-0.330.56N/AN/A
3-Month3.784.50-0.72N/AN/A
1-Year10.0115.92-5.91N/AN/A
3-Year-1.930.19-2.12N/AN/A
5-Year-0.102.75-2.85N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)20.4825.13-4.65N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-6.34-3.25-3.09N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearPIECXCategoryDiff
2009N/AN/AN/A
2008
 
-18.10-18.610.51
2007
 
1.524.53-3.01
2006
 
6.518.16-1.65
2005
 
-0.622.97-3.59
2004
 
2.755.46-2.71
2003
 
6.0012.34-6.34
2002
 
-1.70-3.111.41
2001
 
1.81-0.392.20
2000
 
4.324.280.04
1999
 
0.085.85-5.77
PAST QUARTERLY RETURNS (%) FOR PIECX 
Q1Q2Q3Q4
2009-4.9510.036.65N/A
2008-2.03-1.99-7.35-7.93
20070.601.230.77-1.07
20061.49-0.302.712.48
2005-1.591.130.54-0.67
20041.80-1.691.321.33
20030.613.100.042.15
2002-0.66-1.52-0.360.84
20012.351.760.23-2.47
20000.79-0.212.121.56
1999N/AN/AN/A1.09
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date54163784.93
1-Month8364412.89
3-Month48364475.00
6-Month44663869.91
1-Year41763365.88
3-Year32450664.03
5-Year24234370.55

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