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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.93% | | 5-Year Average Return: | -1.61% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.52% | |
Worst 1-Yr Total Return (2008): | -37.07% | |
Best 3-Yr Total Return (2006-8): | -10.24% | |
Worst 3-Yr Total Return (2006-8): | -10.24% |
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| 1-Year: | -19.52% | | 3-Year: | -8.71% | | 5-Year: | -0.59% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PLLAX | Category | Diff | Index* | Diff | | Year To Date | 12.93 | 22.72 | -9.79 | 24.07 | -11.14 | | 1-Month | 3.44 | 3.14 | 0.3 | 6.00 | -2.56 | | 3-Month | 2.46 | 3.09 | -0.63 | 7.91 | -5.45 | | 1-Year | 18.88 | 29.36 | -10.48 | 25.39 | -6.51 | | 3-Year | -10.23 | -8.14 | -2.09 | -5.79 | -4.44 | | 5-Year | -1.61 | -0.30 | -1.31 | 0.71 | -2.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.95 | 57.49 | -10.54 | 45.76 | 1.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.82 | -19.40 | -6.42 | -18.25 | -7.57 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PLLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.07 | -36.56 | -0.51 | | 2007 | | | 1.23 | -1.10 | 2.33 | | 2006 | | | 13.52 | 15.03 | -1.51 | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PLLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.75 | 17.70 | 16.51 | N/A | | 2008 | -10.56 | 0.22 | -4.76 | -26.29 | | 2007 | 3.53 | 5.23 | -1.95 | -5.23 | | 2006 | 12.29 | -5.28 | -2.46 | 9.40 | | 2005 | N/A | N/A | 5.42 | 0.49 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 597 | 657 | 90.87 | | 1-Month | 454 | 679 | 66.86 | | 3-Month | 362 | 671 | 53.95 | | 6-Month | 384 | 663 | 57.92 | | 1-Year | 496 | 646 | 76.78 | | 3-Year | 365 | 573 | 63.70 | | 5-Year | | 475 | N/A |
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0.02% Nasdaq 
0.33%
Performance
