|
| Morningstar Return Rating: | Below average | | Year to Date Return: | -4.18% | | 5-Year Average Return: | -0.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 25.22% | |
Worst 1-Yr Total Return (2008): | -44.65% | |
Best 3-Yr Total Return (2005-7): | 12.49% | |
Worst 3-Yr Total Return (2006-8): | -11.24% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PMCDX | Category | Diff | Index* | Diff | | Year To Date | -4.18 | -4.57 | 0.39 | -3.60 | -0.58 | | 1-Month | -4.18 | -4.57 | 0.39 | -3.60 | -0.58 | | 3-Month | 5.59 | 5.39 | 0.2 | 4.16 | 1.43 | | 1-Year | 24.43 | 39.73 | -15.3 | 33.14 | -8.71 | | 3-Year | -7.99 | -5.54 | -2.45 | -7.24 | -0.75 | | 5-Year | -0.74 | 1.43 | -2.17 | 0.18 | -0.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.54 | 49.32 | -14.78 | 45.76 | -11.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.53 | -20.58 | -8.95 | -18.25 | -11.28 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PMCDX | Category | Diff | | 2009 | | | 25.22 | 39.11 | -13.89 | | 2008 | | | -44.65 | -43.77 | -0.88 | | 2007 | | | 21.56 | 15.09 | 6.47 | | 2006 | | | 3.92 | 9.00 | -5.08 | | 2005 | | | 12.68 | 9.84 | 2.84 | | 2004 | | | 18.24 | 13.23 | 5.01 | | 2003 | | | 30.58 | 35.96 | -5.38 | | 2002 | | | -20.28 | -27.24 | 6.96 | | 2001 | | | -19.68 | -19.98 | 0.30 | | 2000 | | | 27.91 | -4.78 | 32.69 |
|
| PAST QUARTERLY RETURNS (%) FOR
PMCDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.03 | 9.34 | 15.93 | 4.01 | | 2008 | -12.93 | 8.33 | -20.27 | -26.40 | | 2007 | 6.13 | 7.70 | 4.66 | 1.61 | | 2006 | 7.29 | -3.35 | -3.50 | 3.85 | | 2005 | -0.04 | 3.75 | 8.09 | 0.53 | | 2004 | 6.23 | 0.28 | -2.62 | 13.98 | | 2003 | -2.08 | 15.48 | 3.86 | 11.19 | | 2002 | 0.57 | -7.99 | -13.57 | -0.32 | | 2001 | -12.16 | -0.47 | -14.20 | 7.08 | | 2000 | 23.62 | -4.12 | 7.82 | 0.10 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 214 | 857 | 24.97 | | 1-Month | 145 | 857 | 16.92 | | 3-Month | 323 | 851 | 37.96 | | 6-Month | 659 | 845 | 77.99 | | 1-Year | 616 | 804 | 76.62 | | 3-Year | 454 | 719 | 63.14 | | 5-Year | 412 | 622 | 66.24 |
|
|
|
|
|
1.52% Nasdaq 
Performance
