|
| Morningstar Return Rating: | Average | | Year to Date Return: | 17.70% | | 5-Year Average Return: | 2.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.59% | |
Worst 1-Yr Total Return (2008): | -11.08% | |
Best 3-Yr Total Return (2005-7): | 4.18% | |
Worst 3-Yr Total Return (2006-8): | -0.52% |
|
| 1-Year: | 8.89% | | 3-Year: | 2.33% | | 5-Year: | 2.71% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | POACX | Category | Diff | Index* | Diff | | Year To Date | 17.70 | 19.41 | -1.71 | N/A | N/A | | 1-Month | 1.98 | 2.38 | -0.4 | N/A | N/A | | 3-Month | 4.24 | 4.88 | -0.64 | N/A | N/A | | 1-Year | 22.80 | 23.37 | -0.57 | N/A | N/A | | 3-Year | 2.45 | 0.45 | 2 | N/A | N/A | | 5-Year | 2.87 | 2.90 | -0.03 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 20.37 | 25.19 | -4.82 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.04 | -3.19 | 5.23 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | POACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.32 | -18.61 | 7.29 | | 2007 | | | 4.16 | 4.53 | -0.37 | | 2006 | | | 3.11 | 8.16 | -5.05 | | 2005 | | | 1.85 | 2.97 | -1.12 | | 2004 | | | 3.12 | 5.46 | -2.34 | | 2003 | | | N/A | 12.34 | N/A | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
POACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.34 | 8.20 | 7.21 | N/A | | 2008 | 0.29 | -1.94 | -5.18 | -4.64 | | 2007 | 1.36 | 0.51 | 2.69 | 0.93 | | 2006 | 0.68 | -0.39 | 2.96 | 1.54 | | 2005 | -0.78 | 1.20 | 0.68 | 1.03 | | 2004 | 1.30 | -1.28 | 0.90 | 2.38 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 428 | 639 | 66.98 | | 1-Month | 497 | 655 | 75.88 | | 3-Month | 476 | 653 | 72.89 | | 6-Month | 562 | 647 | 86.86 | | 1-Year | 326 | 635 | 51.34 | | 3-Year | 27 | 514 | 5.25 | | 5-Year | 80 | 349 | 22.92 |
|
|
|
|
|