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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.74% | | 5-Year Average Return: | -2.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.43% | |
Worst 1-Yr Total Return (2008): | -42.58% | |
Best 3-Yr Total Return (2004-6): | 8.52% | |
Worst 3-Yr Total Return (2006-8): | -14.55% |
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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 | PMCIX | Category | Diff | Index* | Diff | | Year To Date | 15.74 | 21.65 | -5.91 | 17.05 | -1.31 | | 1-Month | -7.00 | -5.90 | -1.1 | -1.86 | -5.14 | | 3-Month | -0.38 | 2.07 | -2.45 | 5.48 | -5.86 | | 1-Year | 6.56 | 13.17 | -6.61 | 9.80 | -3.24 | | 3-Year | -11.70 | -7.45 | -4.25 | -7.02 | -4.68 | | 5-Year | -2.74 | 0.22 | -2.96 | 0.33 | -3.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.48 | 52.20 | -3.72 | 45.76 | 2.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.57 | -18.89 | -3.68 | -18.25 | -4.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PMCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.58 | -41.55 | -1.03 | | 2007 | | | 2.53 | 7.59 | -5.06 | | 2006 | | | 5.98 | 10.81 | -4.83 | | 2005 | | | 7.25 | 6.02 | 1.23 | | 2004 | | | 12.43 | 12.41 | 0.02 | | 2003 | | | 54.80 | 45.54 | 9.26 | | 2002 | | | -15.76 | -27.88 | 12.12 | | 2001 | | | 10.00 | -8.91 | 18.91 | | 2000 | | | 17.81 | -3.85 | 21.66 | | 1999 | | | 5.43 | 64.77 | -59.34 |
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| PAST QUARTERLY RETURNS (%) FOR
PMCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.09 | 19.04 | 13.75 | N/A | | 2008 | -12.47 | -0.29 | -12.56 | -24.75 | | 2007 | 1.77 | 3.71 | 1.08 | -3.89 | | 2006 | 14.40 | -6.62 | -6.19 | 5.75 | | 2005 | -3.67 | 4.26 | 6.27 | 0.48 | | 2004 | 5.35 | 0.34 | -6.40 | 13.64 | | 2003 | 1.58 | 22.44 | 10.20 | 12.94 | | 2002 | 6.37 | -4.84 | -15.45 | -1.57 | | 2001 | -6.95 | 14.02 | -17.78 | 26.11 | | 2000 | 17.56 | 1.95 | 4.74 | -6.15 | | 1999 | N/A | N/A | N/A | 13.36 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 632 | 790 | 80.00 | | 1-Month | 738 | 820 | 90.00 | | 3-Month | 745 | 819 | 90.96 | | 6-Month | 704 | 800 | 88.00 | | 1-Year | 545 | 783 | 69.60 | | 3-Year | 504 | 669 | 75.34 | | 5-Year | 424 | 554 | 76.53 |
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