|
| Morningstar Return Rating: | Average | | Year to Date Return: | 38.15% | | 5-Year Average Return: | 2.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 13.93% | |
Worst 1-Yr Total Return (2008): | -37.79% | |
Best 3-Yr Total Return (2005-7): | 8.76% | |
Worst 3-Yr Total Return (2006-8): | -11.11% |
|
| 1-Year: | -2.71% | | 3-Year: | -3.82% | | 5-Year: | 1.81% | | 10-Year: | -1.93% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PJFAX | Category | Diff | Index* | Diff | | Year To Date | 38.15 | 31.20 | 6.95 | 24.07 | 14.08 | | 1-Month | 6.16 | 5.67 | 0.49 | 6.00 | 0.16 | | 3-Month | 10.81 | 8.18 | 2.63 | 7.91 | 2.9 | | 1-Year | 40.12 | 34.04 | 6.08 | 25.39 | 14.73 | | 3-Year | -1.48 | -3.89 | 2.41 | -5.79 | 4.31 | | 5-Year | 2.75 | 1.25 | 1.5 | 0.71 | 2.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.82 | 43.84 | -3.02 | 45.76 | -4.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.50 | -18.03 | 5.53 | -18.25 | 5.75 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PJFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.79 | -40.67 | 2.88 | | 2007 | | | 11.19 | 13.35 | -2.16 | | 2006 | | | 1.54 | 7.05 | -5.51 | | 2005 | | | 13.93 | 6.71 | 7.22 | | 2004 | | | 8.81 | 7.81 | 1.00 | | 2003 | | | 29.82 | 28.66 | 1.16 | | 2002 | | | -31.19 | -27.64 | -3.55 | | 2001 | | | -18.60 | -22.30 | 3.70 | | 2000 | | | -17.97 | -13.05 | -4.92 | | 1999 | | | 41.60 | 38.87 | 2.73 |
|
| PAST QUARTERLY RETURNS (%) FOR
PJFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.35 | 15.22 | 13.80 | N/A | | 2008 | -11.05 | 2.05 | -13.02 | -21.21 | | 2007 | 1.16 | 3.37 | 5.99 | 0.33 | | 2006 | 1.17 | -7.75 | 4.43 | 4.18 | | 2005 | -5.35 | 6.02 | 7.36 | 5.75 | | 2004 | 1.07 | 1.82 | -4.46 | 10.67 | | 2003 | -2.49 | 14.88 | 4.44 | 10.96 | | 2002 | -2.80 | -16.68 | -17.82 | 3.39 | | 2001 | -16.76 | 4.48 | -19.97 | 16.96 | | 2000 | 12.43 | -7.93 | -4.39 | -17.13 | | 1999 | N/A | N/A | N/A | 28.33 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 345 | 1818 | 18.98 | | 1-Month | 1048 | 1906 | 54.98 | | 3-Month | 228 | 1904 | 11.97 | | 6-Month | 373 | 1866 | 19.99 | | 1-Year | 322 | 1815 | 17.74 | | 3-Year | 256 | 1537 | 16.66 | | 5-Year | 253 | 1273 | 19.87 |
|
|
|
|
|