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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.16% | | 5-Year Average Return: | 0.75% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.33% | |
Worst 1-Yr Total Return (2008): | -36.94% | |
Best 3-Yr Total Return (2006-8): | -8.60% | |
Worst 3-Yr Total Return (2006-8): | -8.60% |
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| 1-Year: | -10.64% | | 3-Year: | -6.72% | | 5-Year: | -0.08% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PLRAX | Category | Diff | Index* | Diff | | Year To Date | 26.16 | 25.10 | 1.06 | 24.07 | 2.09 | | 1-Month | 6.30 | 5.28 | 1.02 | 6.00 | 0.3 | | 3-Month | 7.79 | 7.01 | 0.78 | 7.91 | -0.12 | | 1-Year | 27.37 | 28.01 | -0.64 | 25.39 | 1.98 | | 3-Year | -5.45 | -5.87 | 0.42 | -5.79 | 0.34 | | 5-Year | 0.75 | 0.64 | 0.11 | 0.71 | 0.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.78 | 46.08 | -0.3 | 45.76 | 0.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.22 | -17.41 | 0.19 | -18.25 | 1.03 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PLRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.94 | -37.79 | 0.85 | | 2007 | | | 4.96 | 6.16 | -1.20 | | 2006 | | | 15.33 | 14.17 | 1.16 | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PLRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.27 | 16.64 | 14.69 | N/A | | 2008 | -9.43 | -1.44 | -9.31 | -22.10 | | 2007 | 0.45 | 6.57 | 2.08 | -3.95 | | 2006 | 4.20 | -1.87 | 5.53 | 6.89 | | 2005 | N/A | N/A | 2.84 | 1.90 | | 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 | 788 | 2021 | 38.99 | | 1-Month | 929 | 2113 | 43.97 | | 3-Month | 627 | 2091 | 29.99 | | 6-Month | 763 | 2064 | 36.97 | | 1-Year | 769 | 2011 | 38.24 | | 3-Year | 608 | 1707 | 35.62 | | 5-Year | | 1360 | N/A |
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0.26% Nasdaq 0.00%
Performance
