|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 29.36% | | 5-Year Average Return: | 0.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.95% | |
Worst 1-Yr Total Return (2008): | -40.31% | |
Best 3-Yr Total Return (2005-7): | 7.74% | |
Worst 3-Yr Total Return (2006-8): | -10.52% |
|
| 1-Year: | -7.50% | | 3-Year: | -5.41% | | 5-Year: | -0.01% | | 10-Year: | -4.43% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PLABX | Category | Diff | Index* | Diff | | Year To Date | 29.36 | 31.20 | -1.84 | 24.07 | 5.29 | | 1-Month | 6.52 | 5.67 | 0.85 | 6.00 | 0.52 | | 3-Month | 9.03 | 8.18 | 0.85 | 7.91 | 1.12 | | 1-Year | 32.64 | 34.04 | -1.4 | 25.39 | 7.25 | | 3-Year | -4.67 | -3.89 | -0.78 | -5.79 | 1.12 | | 5-Year | 0.10 | 1.25 | -1.15 | 0.71 | -0.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.80 | 43.84 | -3.04 | 45.76 | -4.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.51 | -18.03 | -0.48 | -18.25 | -0.26 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PLABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.31 | -40.67 | 0.36 | | 2007 | | | 10.95 | 13.35 | -2.40 | | 2006 | | | 8.20 | 7.05 | 1.15 | | 2005 | | | 4.17 | 6.71 | -2.54 | | 2004 | | | 7.60 | 7.81 | -0.21 | | 2003 | | | 28.11 | 28.66 | -0.55 | | 2002 | | | -31.42 | -27.64 | -3.78 | | 2001 | | | -22.10 | -22.30 | 0.20 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PLABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.03 | 13.94 | 14.73 | N/A | | 2008 | -14.15 | 3.41 | -14.26 | -21.59 | | 2007 | -0.06 | 4.78 | 6.33 | -0.35 | | 2006 | 3.49 | -4.18 | 2.93 | 6.01 | | 2005 | -4.31 | 2.32 | 3.92 | 2.38 | | 2004 | 0.29 | 0.14 | -2.60 | 9.99 | | 2003 | -0.74 | 13.64 | 4.03 | 9.17 | | 2002 | -5.53 | -17.98 | -14.04 | 2.96 | | 2001 | -23.14 | 11.99 | -21.76 | 15.67 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1108 | 1818 | 60.95 | | 1-Month | 1467 | 1906 | 76.97 | | 3-Month | 875 | 1904 | 45.96 | | 6-Month | 914 | 1866 | 48.98 | | 1-Year | 949 | 1815 | 52.29 | | 3-Year | 895 | 1537 | 58.23 | | 5-Year | 798 | 1273 | 62.69 |
|
|
|
|
|
0.02% Nasdaq 
0.03 (0.21%) 
Performance
