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| Morningstar Return Rating: | Above average | | Year to Date Return: | 37.11% | | 5-Year Average Return: | 2.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.00% | |
Worst 1-Yr Total Return (2008): | -38.90% | |
Best 3-Yr Total Return (2004-6): | 10.92% | |
Worst 3-Yr Total Return (2006-8): | -9.54% |
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| 1-Year: | -3.68% | | 3-Year: | -4.69% | | 5-Year: | 1.77% | | 10-Year: | 6.48% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PJIAX | Category | Diff | Index* | Diff | | Year To Date | 37.11 | 25.10 | 12.01 | 24.07 | 13.04 | | 1-Month | 4.90 | 5.28 | -0.38 | 6.00 | -1.1 | | 3-Month | 6.15 | 7.01 | -0.86 | 7.91 | -1.76 | | 1-Year | 45.03 | 28.01 | 17.02 | 25.39 | 19.64 | | 3-Year | -3.88 | -5.87 | 1.99 | -5.79 | 1.91 | | 5-Year | 2.13 | 0.64 | 1.49 | 0.71 | 1.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.38 | 46.08 | 8.3 | 45.76 | 8.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.30 | -17.41 | 3.11 | -18.25 | 3.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PJIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.90 | -37.79 | -1.11 | | 2007 | | | 4.43 | 6.16 | -1.73 | | 2006 | | | 16.00 | 14.17 | 1.83 | | 2005 | | | 5.18 | 5.88 | -0.70 | | 2004 | | | 11.85 | 10.02 | 1.83 | | 2003 | | | 31.30 | 27.05 | 4.25 | | 2002 | | | -20.63 | -22.25 | 1.62 | | 2001 | | | 11.29 | -13.50 | 24.79 | | 2000 | | | 32.33 | -6.31 | 38.64 | | 1999 | | | 19.77 | 20.16 | -0.39 |
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| PAST QUARTERLY RETURNS (%) FOR
PJIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.85 | 23.36 | 16.12 | N/A | | 2008 | -9.79 | -0.19 | -10.21 | -24.42 | | 2007 | 4.59 | 7.38 | -1.99 | -5.13 | | 2006 | 7.71 | -1.82 | 3.02 | 6.48 | | 2005 | -2.91 | 0.35 | 6.27 | 1.59 | | 2004 | 2.39 | 1.38 | -2.07 | 10.02 | | 2003 | -7.24 | 18.04 | 4.48 | 14.77 | | 2002 | 1.21 | -11.36 | -18.29 | 8.28 | | 2001 | -0.27 | 10.93 | -13.66 | 16.51 | | 2000 | 3.25 | 1.41 | 12.19 | 12.65 | | 1999 | N/A | N/A | N/A | 10.01 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 161 | 2021 | 7.97 | | 1-Month | 1901 | 2113 | 89.97 | | 3-Month | 1923 | 2091 | 91.97 | | 6-Month | 1176 | 2064 | 56.98 | | 1-Year | 69 | 2011 | 3.43 | | 3-Year | 321 | 1707 | 18.80 | | 5-Year | 224 | 1360 | 16.47 |
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Performance
