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| Morningstar Return Rating: | Above average | | Year to Date Return: | 25.92% | | 5-Year Average Return: | 1.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.05% | |
Worst 1-Yr Total Return (2008): | -39.83% | |
Best 3-Yr Total Return (2004-6): | 14.29% | |
Worst 3-Yr Total Return (2006-8): | -9.13% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PLVYX | Category | Diff | Index* | Diff | | Year To Date | 25.92 | 21.73 | 4.19 | 24.07 | 1.85 | | 1-Month | 5.22 | 5.16 | 0.06 | 6.00 | -0.78 | | 3-Month | 5.82 | 6.45 | -0.63 | 7.91 | -2.09 | | 1-Year | 28.67 | 24.67 | 4 | 25.39 | 3.28 | | 3-Year | -6.77 | -7.33 | 0.56 | -5.79 | -0.98 | | 5-Year | 1.48 | 0.27 | 1.21 | 0.71 | 0.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.80 | 47.53 | 6.27 | 45.76 | 8.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.24 | -16.99 | 1.75 | -18.25 | 3.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PLVYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.83 | -37.09 | -2.74 | | 2007 | | | 4.75 | 1.42 | 3.33 | | 2006 | | | 19.05 | 18.15 | 0.90 | | 2005 | | | 10.75 | 5.95 | 4.80 | | 2004 | | | 13.22 | 12.97 | 0.25 | | 2003 | | | 27.16 | 28.44 | -1.28 | | 2002 | | | -16.76 | -18.69 | 1.93 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PLVYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.89 | 18.64 | 17.43 | N/A | | 2008 | -9.96 | -6.51 | -7.67 | -22.57 | | 2007 | 1.94 | 5.61 | 0.81 | -3.48 | | 2006 | 5.82 | 0.45 | 4.62 | 7.05 | | 2005 | 0.88 | 1.58 | 6.23 | 1.74 | | 2004 | 3.05 | 0.22 | 0.45 | 9.14 | | 2003 | -3.69 | 15.03 | 1.76 | 12.80 | | 2002 | 2.67 | -6.94 | -16.92 | 4.86 | | 2001 | N/A | 4.28 | -10.82 | 8.37 | | 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 | 310 | 1293 | 23.98 | | 1-Month | 909 | 1338 | 67.94 | | 3-Month | 837 | 1329 | 62.98 | | 6-Month | 316 | 1320 | 23.94 | | 1-Year | 244 | 1280 | 19.06 | | 3-Year | 401 | 1088 | 36.86 | | 5-Year | 199 | 917 | 21.70 |
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