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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.26% | | 5-Year Average Return: | 0.95% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.83% | |
Worst 1-Yr Total Return (2008): | -39.75% | |
Best 3-Yr Total Return (2005-7): | 8.66% | |
Worst 3-Yr Total Return (2006-8): | -9.75% |
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| 1-Year: | -7.27% | | 3-Year: | -5.44% | | 5-Year: | 0.10% | | 10-Year: | -4.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PLAAX | Category | Diff | Index* | Diff | | Year To Date | 30.26 | 31.20 | -0.94 | 24.07 | 6.19 | | 1-Month | 6.62 | 5.67 | 0.95 | 6.00 | 0.62 | | 3-Month | 9.26 | 8.18 | 1.08 | 7.91 | 1.35 | | 1-Year | 33.70 | 34.04 | -0.34 | 25.39 | 8.31 | | 3-Year | -3.85 | -3.89 | 0.04 | -5.79 | 1.94 | | 5-Year | 0.95 | 1.25 | -0.3 | 0.71 | 0.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.38 | 43.84 | -2.46 | 45.76 | -4.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.82 | -18.03 | 0.21 | -18.25 | 0.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PLAAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.75 | -40.67 | 0.92 | | 2007 | | | 11.83 | 13.35 | -1.52 | | 2006 | | | 9.11 | 7.05 | 2.06 | | 2005 | | | 5.15 | 6.71 | -1.56 | | 2004 | | | 8.56 | 7.81 | 0.75 | | 2003 | | | 29.25 | 28.66 | 0.59 | | 2002 | | | -30.89 | -27.64 | -3.25 | | 2001 | | | -21.63 | -22.30 | 0.67 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PLAAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.87 | 14.08 | 14.98 | N/A | | 2008 | -13.96 | 3.63 | -14.08 | -21.36 | | 2007 | 0.17 | 4.99 | 6.53 | -0.18 | | 2006 | 3.66 | -3.95 | 2.99 | 6.40 | | 2005 | -4.10 | 2.51 | 4.17 | 2.67 | | 2004 | 0.50 | 0.35 | -2.38 | 10.27 | | 2003 | -0.46 | 13.77 | 4.28 | 9.44 | | 2002 | -5.37 | -17.76 | -13.88 | 3.11 | | 2001 | -23.17 | 12.24 | -21.58 | 15.89 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1018 | 1818 | 56.00 | | 1-Month | 1429 | 1906 | 74.97 | | 3-Month | 780 | 1904 | 40.97 | | 6-Month | 727 | 1866 | 38.96 | | 1-Year | 840 | 1815 | 46.28 | | 3-Year | 735 | 1537 | 47.82 | | 5-Year | 642 | 1273 | 50.43 |
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0.51% Nasdaq 
Performance
