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| Morningstar Return Rating: | Low | | Year to Date Return: | 16.51% | | 5-Year Average Return: | -3.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.02% | |
Worst 1-Yr Total Return (2008): | -46.33% | |
Best 3-Yr Total Return (2004-6): | 8.62% | |
Worst 3-Yr Total Return (2006-8): | -15.44% |
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| 1-Year: | -19.49% | | 3-Year: | -10.40% | | 5-Year: | -2.26% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PMVCX | Category | Diff | Index* | Diff | | Year To Date | 16.51 | 18.65 | -2.14 | 17.05 | -0.54 | | 1-Month | -4.39 | -2.18 | -2.21 | -1.86 | -2.53 | | 3-Month | 4.22 | 5.08 | -0.86 | 5.48 | -1.26 | | 1-Year | 3.64 | 11.86 | -8.22 | 9.80 | -6.16 | | 3-Year | -13.15 | -6.78 | -6.37 | -7.02 | -6.13 | | 5-Year | -3.62 | 0.49 | -4.11 | 0.33 | -3.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.37 | 45.26 | 6.11 | 45.76 | 5.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -36.14 | -15.99 | -20.15 | -18.25 | -17.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PMVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.33 | -37.79 | -8.54 | | 2007 | | | 0.56 | 6.16 | -5.60 | | 2006 | | | 12.02 | 14.17 | -2.15 | | 2005 | | | 8.95 | 5.88 | 3.07 | | 2004 | | | 5.02 | 10.02 | -5.00 | | 2003 | | | 43.60 | 27.05 | 16.55 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PMVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.47 | 20.77 | 17.96 | N/A | | 2008 | -7.65 | 9.28 | -20.32 | -33.26 | | 2007 | -0.41 | 6.30 | -3.54 | -1.52 | | 2006 | 5.53 | -6.43 | 3.74 | 9.36 | | 2005 | -3.73 | 1.35 | 9.77 | 1.72 | | 2004 | 2.12 | -2.85 | -4.72 | 11.10 | | 2003 | -3.04 | 25.75 | 1.46 | 16.09 | | 2002 | N/A | N/A | -16.05 | 11.76 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 986 | 2013 | 48.98 | | 1-Month | 2004 | 2110 | 94.98 | | 3-Month | 1922 | 2090 | 91.96 | | 6-Month | 1844 | 2049 | 90.00 | | 1-Year | 1405 | 1999 | 70.29 | | 3-Year | 1304 | 1694 | 76.98 | | 5-Year | 1047 | 1352 | 77.44 |
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0.32% Nasdaq 
0.06%
Performance
