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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.25% | | 5-Year Average Return: | -0.01% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.93% | |
Worst 1-Yr Total Return (2008): | -37.46% | |
Best 3-Yr Total Return (2006-8): | -8.99% | |
Worst 3-Yr Total Return (2006-8): | -8.99% |
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| 1-Year: | -9.01% | | 3-Year: | -6.54% | | 5-Year: | -0.03% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PLSAX | Category | Diff | Index* | Diff | | Year To Date | 23.25 | 25.10 | -1.85 | 24.07 | -0.82 | | 1-Month | 5.88 | 5.28 | 0.6 | 6.00 | -0.12 | | 3-Month | 7.65 | 7.01 | 0.64 | 7.91 | -0.26 | | 1-Year | 24.34 | 28.01 | -3.67 | 25.39 | -1.05 | | 3-Year | -6.44 | -5.87 | -0.57 | -5.79 | -0.65 | | 5-Year | -0.01 | 0.64 | -0.65 | 0.71 | -0.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.94 | 46.08 | -1.14 | 45.76 | -0.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.83 | -17.41 | -1.42 | -18.25 | -0.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PLSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.46 | -37.79 | 0.33 | | 2007 | | | 4.90 | 6.16 | -1.26 | | 2006 | | | 14.93 | 14.17 | 0.76 | | 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
PLSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.15 | 15.77 | 15.33 | N/A | | 2008 | -9.55 | -2.91 | -8.55 | -22.13 | | 2007 | 0.50 | 6.16 | 1.87 | -3.48 | | 2006 | 3.95 | -1.52 | 5.41 | 6.50 | | 2005 | N/A | N/A | 3.40 | 1.94 | | 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 | 1253 | 2021 | 62.00 | | 1-Month | 929 | 2113 | 43.97 | | 3-Month | 648 | 2091 | 30.99 | | 6-Month | 660 | 2064 | 31.98 | | 1-Year | 1167 | 2011 | 58.03 | | 3-Year | 964 | 1707 | 56.47 | | 5-Year | | 1360 | N/A |
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0.51% Nasdaq 
Performance
