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| Morningstar Return Rating: | Below average | | Year to Date Return: | 29.37% | | 5-Year Average Return: | 0.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.92% | |
Worst 1-Yr Total Return (2008): | -40.28% | |
Best 3-Yr Total Return (2005-7): | 7.74% | |
Worst 3-Yr Total Return (2006-8): | -10.51% |
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| 1-Year: | -3.62% | | 3-Year: | -4.45% | | 5-Year: | 0.40% | | 10-Year: | -4.41% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PLACX | Category | Diff | Index* | Diff | | Year To Date | 29.37 | 31.20 | -1.83 | 24.07 | 5.3 | | 1-Month | 6.50 | 5.67 | 0.83 | 6.00 | 0.5 | | 3-Month | 9.01 | 8.18 | 0.83 | 7.91 | 1.1 | | 1-Year | 32.64 | 34.04 | -1.4 | 25.39 | 7.25 | | 3-Year | -4.65 | -3.89 | -0.76 | -5.79 | 1.14 | | 5-Year | 0.12 | 1.25 | -1.13 | 0.71 | -0.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.67 | 43.84 | -3.17 | 45.76 | -5.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.47 | -18.03 | -0.44 | -18.25 | -0.22 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PLACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.28 | -40.67 | 0.39 | | 2007 | | | 10.92 | 13.35 | -2.43 | | 2006 | | | 8.18 | 7.05 | 1.13 | | 2005 | | | 4.23 | 6.71 | -2.48 | | 2004 | | | 7.66 | 7.81 | -0.15 | | 2003 | | | 28.17 | 28.66 | -0.49 | | 2002 | | | -31.36 | -27.64 | -3.72 | | 2001 | | | -22.10 | -22.30 | 0.20 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PLACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.02 | 13.89 | 14.69 | N/A | | 2008 | -14.12 | 3.40 | -14.29 | -21.54 | | 2007 | -0.06 | 4.83 | 6.25 | -0.35 | | 2006 | 3.41 | -4.11 | 2.79 | 6.13 | | 2005 | -4.30 | 2.32 | 3.91 | 2.44 | | 2004 | 0.29 | 0.14 | -2.59 | 10.05 | | 2003 | -0.74 | 13.63 | 4.03 | 9.24 | | 2002 | -5.47 | -17.97 | -14.03 | 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 |
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| 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 | 894 | 1904 | 46.95 | | 6-Month | 914 | 1866 | 48.98 | | 1-Year | 950 | 1815 | 52.34 | | 3-Year | 891 | 1537 | 57.97 | | 5-Year | 792 | 1273 | 62.22 |
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0.51% Nasdaq 0.00%
Performance
