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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.99% | | 5-Year Average Return: | 0.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.04% | |
Worst 1-Yr Total Return (2008): | -44.42% | |
Best 3-Yr Total Return (2005-7): | 12.93% | |
Worst 3-Yr Total Return (2006-8): | -10.90% |
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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 | PMGIX | Category | Diff | Index* | Diff | | Year To Date | 13.99 | 25.80 | -11.81 | 17.05 | -3.06 | | 1-Month | -5.61 | -4.37 | -1.24 | -1.86 | -3.75 | | 3-Month | 2.16 | 4.09 | -1.93 | 5.48 | -3.32 | | 1-Year | 6.07 | 16.23 | -10.16 | 9.80 | -3.73 | | 3-Year | -7.67 | -5.36 | -2.31 | -7.02 | -0.65 | | 5-Year | 0.31 | 1.68 | -1.37 | 0.33 | -0.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.94 | 47.87 | -12.93 | 45.76 | -10.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.22 | -19.87 | -9.35 | -18.25 | -10.97 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PMGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.42 | -43.77 | -0.65 | | 2007 | | | 22.04 | 15.09 | 6.95 | | 2006 | | | 4.30 | 9.00 | -4.70 | | 2005 | | | 13.15 | 9.84 | 3.31 | | 2004 | | | 18.76 | 13.23 | 5.53 | | 2003 | | | 31.07 | 35.96 | -4.89 | | 2002 | | | -20.06 | -27.24 | 7.18 | | 2001 | | | -19.35 | -19.98 | 0.63 | | 2000 | | | 28.44 | -4.78 | 33.22 | | 1999 | | | 12.98 | 60.49 | -47.51 |
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| PAST QUARTERLY RETURNS (%) FOR
PMGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.87 | 9.38 | 16.06 | N/A | | 2008 | -12.80 | 8.39 | -20.17 | -26.34 | | 2007 | 6.28 | 7.77 | 4.77 | 1.69 | | 2006 | 7.36 | -3.26 | -3.40 | 3.96 | | 2005 | 0.08 | 3.83 | 8.17 | 0.66 | | 2004 | 6.37 | 0.37 | -2.52 | 14.12 | | 2003 | -1.99 | 15.59 | 3.97 | 11.28 | | 2002 | 0.67 | -8.00 | -13.46 | -0.26 | | 2001 | -12.06 | -0.42 | -14.10 | 7.21 | | 2000 | 23.82 | -4.04 | 7.93 | 0.15 | | 1999 | N/A | N/A | N/A | 23.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 729 | 848 | 85.97 | | 1-Month | 477 | 901 | 52.94 | | 3-Month | 628 | 898 | 69.93 | | 6-Month | 763 | 868 | 87.90 | | 1-Year | 596 | 847 | 70.37 | | 3-Year | 444 | 749 | 59.28 | | 5-Year | 373 | 636 | 58.65 |
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1.00% Nasdaq 0.00%
Performance
