|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.74% | | 5-Year Average Return: | 0.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.78% | |
Worst 1-Yr Total Return (2008): | -44.58% | |
Best 3-Yr Total Return (2005-7): | 12.68% | |
Worst 3-Yr Total Return (2006-8): | -11.11% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PMCGX | Category | Diff | Index* | Diff | | Year To Date | 13.74 | 25.80 | -12.06 | 17.05 | -3.31 | | 1-Month | -5.65 | -4.37 | -1.28 | -1.86 | -3.79 | | 3-Month | 2.12 | 4.09 | -1.97 | 5.48 | -3.36 | | 1-Year | 5.78 | 16.23 | -10.45 | 9.80 | -4.02 | | 3-Year | -7.89 | -5.36 | -2.53 | -7.02 | -0.87 | | 5-Year | 0.06 | 1.68 | -1.62 | 0.33 | -0.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.75 | 47.87 | -13.12 | 45.76 | -11.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.41 | -19.87 | -9.54 | -18.25 | -11.16 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PMCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.58 | -43.77 | -0.81 | | 2007 | | | 21.78 | 15.09 | 6.69 | | 2006 | | | 4.05 | 9.00 | -4.95 | | 2005 | | | 12.89 | 9.84 | 3.05 | | 2004 | | | 18.46 | 13.23 | 5.23 | | 2003 | | | 30.69 | 35.96 | -5.27 | | 2002 | | | -20.39 | -27.24 | 6.85 | | 2001 | | | -19.53 | -19.98 | 0.45 | | 2000 | | | 28.18 | -4.78 | 32.96 | | 1999 | | | 12.67 | 60.49 | -47.82 |
|
| PAST QUARTERLY RETURNS (%) FOR
PMCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.97 | 9.37 | 15.99 | N/A | | 2008 | -12.88 | 8.33 | -20.22 | -26.40 | | 2007 | 6.21 | 7.72 | 4.69 | 1.68 | | 2006 | 7.33 | -3.33 | -3.44 | 3.86 | | 2005 | 0.04 | 3.74 | 8.13 | 0.60 | | 2004 | 6.32 | 0.33 | -2.57 | 13.98 | | 2003 | -2.08 | 15.54 | 3.91 | 11.17 | | 2002 | 0.62 | -8.28 | -13.52 | -0.26 | | 2001 | -12.11 | -0.47 | -14.13 | 7.13 | | 2000 | 23.70 | -4.06 | 7.85 | 0.15 | | 1999 | N/A | N/A | N/A | 22.98 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 737 | 848 | 86.91 | | 1-Month | 495 | 901 | 54.94 | | 3-Month | 646 | 898 | 71.94 | | 6-Month | 772 | 868 | 88.94 | | 1-Year | 602 | 847 | 71.07 | | 3-Year | 463 | 749 | 61.82 | | 5-Year | 383 | 636 | 60.22 |
|
|
|
|
|
0.22% Nasdaq 
Performance
