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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.49% | | 5-Year Average Return: | -3.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.15% | |
Worst 1-Yr Total Return (2008): | -42.74% | |
Best 3-Yr Total Return (2004-6): | 8.24% | |
Worst 3-Yr Total Return (2006-8): | -14.77% |
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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 | PMGAX | Category | Diff | Index* | Diff | | Year To Date | 15.49 | 21.65 | -6.16 | 17.05 | -1.56 | | 1-Month | -7.06 | -5.90 | -1.16 | -1.86 | -5.2 | | 3-Month | -0.48 | 2.07 | -2.55 | 5.48 | -5.96 | | 1-Year | 6.27 | 13.17 | -6.9 | 9.80 | -3.53 | | 3-Year | -11.94 | -7.45 | -4.49 | -7.02 | -4.92 | | 5-Year | -3.00 | 0.22 | -3.22 | 0.33 | -3.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.16 | 52.20 | -4.04 | 45.76 | 2.4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.68 | -18.89 | -3.79 | -18.25 | -4.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PMGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.74 | -41.55 | -1.19 | | 2007 | | | 2.27 | 7.59 | -5.32 | | 2006 | | | 5.73 | 10.81 | -5.08 | | 2005 | | | 6.96 | 6.02 | 0.94 | | 2004 | | | 12.15 | 12.41 | -0.26 | | 2003 | | | 54.33 | 45.54 | 8.79 | | 2002 | | | -15.87 | -27.88 | 12.01 | | 2001 | | | 9.67 | -8.91 | 18.58 | | 2000 | | | 17.55 | -3.85 | 21.40 | | 1999 | | | 5.17 | 64.77 | -59.60 |
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| PAST QUARTERLY RETURNS (%) FOR
PMGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.21 | 19.11 | 13.65 | N/A | | 2008 | -12.50 | -0.37 | -12.62 | -24.82 | | 2007 | 1.67 | 3.70 | 0.99 | -3.95 | | 2006 | 14.35 | -6.69 | -6.24 | 5.68 | | 2005 | -3.75 | 4.17 | 6.23 | 0.41 | | 2004 | 5.28 | 0.30 | -6.51 | 13.60 | | 2003 | 1.49 | 22.28 | 10.15 | 12.90 | | 2002 | 6.35 | -4.93 | -15.48 | -1.54 | | 2001 | -7.05 | 13.98 | -17.83 | 25.98 | | 2000 | 17.45 | 1.89 | 4.71 | -6.18 | | 1999 | N/A | N/A | N/A | 13.33 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 639 | 790 | 80.89 | | 1-Month | 746 | 820 | 90.98 | | 3-Month | 745 | 819 | 90.96 | | 6-Month | 712 | 800 | 89.00 | | 1-Year | 550 | 783 | 70.24 | | 3-Year | 505 | 669 | 75.49 | | 5-Year | 428 | 554 | 77.26 |
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