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| Morningstar Return Rating: | Above average | | Year to Date Return: | 36.24% | | 5-Year Average Return: | 1.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.15% | |
Worst 1-Yr Total Return (2008): | -39.31% | |
Best 3-Yr Total Return (2004-6): | 10.10% | |
Worst 3-Yr Total Return (2006-8): | -10.21% |
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| 1-Year: | 0.24% | | 3-Year: | -3.56% | | 5-Year: | 2.19% | | 10-Year: | 6.30% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PJGCX | Category | Diff | Index* | Diff | | Year To Date | 36.24 | 25.10 | 11.14 | 24.07 | 12.17 | | 1-Month | 4.90 | 5.28 | -0.38 | 6.00 | -1.1 | | 3-Month | 5.96 | 7.01 | -1.05 | 7.91 | -1.95 | | 1-Year | 44.01 | 28.01 | 16 | 25.39 | 18.62 | | 3-Year | -4.58 | -5.87 | 1.29 | -5.79 | 1.21 | | 5-Year | 1.39 | 0.64 | 0.75 | 0.71 | 0.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.72 | 46.08 | 7.64 | 45.76 | 7.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.87 | -17.41 | 2.54 | -18.25 | 3.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PJGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.31 | -37.79 | -1.52 | | 2007 | | | 3.60 | 6.16 | -2.56 | | 2006 | | | 15.15 | 14.17 | 0.98 | | 2005 | | | 4.46 | 5.88 | -1.42 | | 2004 | | | 10.95 | 10.02 | 0.93 | | 2003 | | | 30.37 | 27.05 | 3.32 | | 2002 | | | -21.24 | -22.25 | 1.01 | | 2001 | | | 10.48 | -13.50 | 23.98 | | 2000 | | | 31.35 | -6.31 | 37.66 | | 1999 | | | 18.93 | 20.16 | -1.23 |
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| PAST QUARTERLY RETURNS (%) FOR
PJGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.04 | 23.16 | 15.94 | N/A | | 2008 | -9.90 | -0.44 | -10.35 | -24.54 | | 2007 | 4.40 | 7.15 | -2.14 | -5.35 | | 2006 | 7.49 | -1.97 | 2.77 | 6.34 | | 2005 | -3.05 | 0.12 | 6.10 | 1.43 | | 2004 | 2.16 | 1.18 | -2.28 | 9.83 | | 2003 | -7.47 | 17.94 | 4.26 | 14.59 | | 2002 | 0.98 | -11.52 | -18.43 | 8.07 | | 2001 | -0.41 | 10.69 | -13.86 | 16.35 | | 2000 | 3.04 | 1.19 | 12.04 | 12.43 | | 1999 | N/A | N/A | N/A | 9.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 181 | 2021 | 8.96 | | 1-Month | 1943 | 2113 | 91.95 | | 3-Month | 1965 | 2091 | 93.97 | | 6-Month | 1320 | 2064 | 63.95 | | 1-Year | 90 | 2011 | 4.48 | | 3-Year | 428 | 1707 | 25.07 | | 5-Year | 359 | 1360 | 26.40 |
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