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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.52% | | 5-Year Average Return: | 0.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.70% | |
Worst 1-Yr Total Return (2008): | -40.48% | |
Best 3-Yr Total Return (2004-6): | 13.02% | |
Worst 3-Yr Total Return (2006-8): | -10.15% |
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| 1-Year: | -6.98% | | 3-Year: | -7.14% | | 5-Year: | 1.02% | | 10-Year: | 0.95% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PLVCX | Category | Diff | Index* | Diff | | Year To Date | 18.52 | 15.79 | 2.73 | 17.05 | 1.47 | | 1-Month | -2.59 | -2.21 | -0.38 | -1.86 | -0.73 | | 3-Month | 5.63 | 5.62 | 0.01 | 5.48 | 0.15 | | 1-Year | 10.88 | 9.52 | 1.36 | 9.80 | 1.08 | | 3-Year | -8.84 | -8.36 | -0.48 | -7.02 | -1.82 | | 5-Year | 0.32 | 0.18 | 0.14 | 0.33 | -0.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.84 | 46.84 | 6 | 45.76 | 7.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.25 | -16.40 | 0.15 | -18.25 | 2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PLVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.48 | -37.09 | -3.39 | | 2007 | | | 3.53 | 1.42 | 2.11 | | 2006 | | | 17.70 | 18.15 | -0.45 | | 2005 | | | 9.52 | 5.95 | 3.57 | | 2004 | | | 11.98 | 12.97 | -0.99 | | 2003 | | | 25.72 | 28.44 | -2.72 | | 2002 | | | -17.69 | -18.69 | 1.00 | | 2001 | | | -4.65 | -4.99 | 0.34 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PLVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.20 | 18.27 | 17.17 | N/A | | 2008 | -10.15 | -6.77 | -7.98 | -22.78 | | 2007 | 1.61 | 5.35 | 0.52 | -3.79 | | 2006 | 5.53 | 0.14 | 4.28 | 6.81 | | 2005 | 0.57 | 1.38 | 5.91 | 1.43 | | 2004 | 2.82 | -0.11 | 0.17 | 8.85 | | 2003 | -3.90 | 14.66 | 1.44 | 12.47 | | 2002 | 2.38 | -7.14 | -17.20 | 4.57 | | 2001 | -4.59 | 3.98 | -11.09 | 8.10 | | 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 | 373 | 1335 | 27.94 | | 1-Month | 923 | 1379 | 66.93 | | 3-Month | 779 | 1368 | 56.94 | | 6-Month | 471 | 1346 | 34.99 | | 1-Year | 317 | 1318 | 24.05 | | 3-Year | 515 | 1124 | 45.82 | | 5-Year | 377 | 934 | 40.36 |
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0.05% Nasdaq 
Performance
