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| Morningstar Return Rating: | Above average | | Year to Date Return: | 37.57% | | 5-Year Average Return: | 2.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.29% | |
Worst 1-Yr Total Return (2008): | -38.69% | |
Best 3-Yr Total Return (2004-6): | 11.22% | |
Worst 3-Yr Total Return (2006-8): | -9.31% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PJGZX | Category | Diff | Index* | Diff | | Year To Date | 37.57 | 25.10 | 12.47 | 24.07 | 13.5 | | 1-Month | 4.97 | 5.28 | -0.31 | 6.00 | -1.03 | | 3-Month | 6.29 | 7.01 | -0.72 | 7.91 | -1.62 | | 1-Year | 45.50 | 28.01 | 17.49 | 25.39 | 20.11 | | 3-Year | -3.59 | -5.87 | 2.28 | -5.79 | 2.2 | | 5-Year | 2.42 | 0.64 | 1.78 | 0.71 | 1.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.59 | 46.08 | 8.51 | 45.76 | 8.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.03 | -17.41 | 3.38 | -18.25 | 4.22 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PJGZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.69 | -37.79 | -0.90 | | 2007 | | | 4.63 | 6.16 | -1.53 | | 2006 | | | 16.29 | 14.17 | 2.12 | | 2005 | | | 5.54 | 5.88 | -0.34 | | 2004 | | | 12.08 | 10.02 | 2.06 | | 2003 | | | 31.63 | 27.05 | 4.58 | | 2002 | | | -20.42 | -22.25 | 1.83 | | 2001 | | | 11.53 | -13.50 | 25.03 | | 2000 | | | 32.64 | -6.31 | 38.95 | | 1999 | | | 20.09 | 20.16 | -0.07 |
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| PAST QUARTERLY RETURNS (%) FOR
PJGZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.86 | 23.65 | 16.18 | N/A | | 2008 | -9.74 | -0.06 | -10.23 | -24.28 | | 2007 | 4.63 | 7.37 | -1.90 | -5.06 | | 2006 | 7.71 | -1.73 | 3.04 | 6.63 | | 2005 | -2.82 | 0.40 | 6.36 | 1.71 | | 2004 | 2.48 | 1.42 | -2.04 | 10.08 | | 2003 | -7.17 | 18.11 | 4.51 | 14.88 | | 2002 | 1.27 | -11.27 | -18.21 | 8.28 | | 2001 | -0.20 | 10.97 | -13.59 | 16.55 | | 2000 | 3.39 | 1.40 | 12.26 | 12.70 | | 1999 | N/A | N/A | N/A | 10.14 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 141 | 2021 | 6.98 | | 1-Month | 1859 | 2113 | 87.98 | | 3-Month | 1902 | 2091 | 90.96 | | 6-Month | 1073 | 2064 | 51.99 | | 1-Year | 59 | 2011 | 2.93 | | 3-Year | 278 | 1707 | 16.29 | | 5-Year | 177 | 1360 | 13.01 |
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