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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.44% | | 5-Year Average Return: | 1.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.77% | |
Worst 1-Yr Total Return (2008): | -40.95% | |
Best 3-Yr Total Return (2004-6): | 11.60% | |
Worst 3-Yr Total Return (2006-8): | -9.97% |
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| 1-Year: | -5.18% | | 3-Year: | -5.26% | | 5-Year: | 2.01% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | POCEX | Category | Diff | Index* | Diff | | Year To Date | 29.44 | 25.10 | 4.34 | 17.05 | 12.39 | | 1-Month | 4.94 | 5.28 | -0.34 | -1.86 | 6.8 | | 3-Month | 7.48 | 7.01 | 0.47 | 5.48 | 2 | | 1-Year | 35.53 | 28.01 | 7.52 | 9.80 | 25.73 | | 3-Year | -6.34 | -5.87 | -0.47 | -7.02 | 0.68 | | 5-Year | 1.17 | 0.64 | 0.53 | 0.33 | 0.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.82 | 46.08 | 8.74 | 45.76 | 9.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.24 | -17.41 | -0.83 | -18.25 | 0.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | POCEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.95 | -37.79 | -3.16 | | 2007 | | | 5.82 | 6.16 | -0.34 | | 2006 | | | 16.77 | 14.17 | 2.60 | | 2005 | | | 8.41 | 5.88 | 2.53 | | 2004 | | | 9.80 | 10.02 | -0.22 | | 2003 | | | N/A | 27.05 | N/A | | 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
POCEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.23 | 21.04 | 17.63 | N/A | | 2008 | -9.63 | -2.20 | -11.83 | -24.22 | | 2007 | 2.21 | 6.00 | 1.79 | -4.05 | | 2006 | 6.56 | -1.97 | 3.83 | 7.66 | | 2005 | -2.10 | 1.32 | 5.64 | 3.47 | | 2004 | 0.70 | 0.60 | -1.88 | 10.46 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 383 | 2021 | 18.95 | | 1-Month | 1415 | 2113 | 66.97 | | 3-Month | 940 | 2091 | 44.95 | | 6-Month | 825 | 2064 | 39.97 | | 1-Year | 269 | 2011 | 13.38 | | 3-Year | 896 | 1707 | 52.49 | | 5-Year | 376 | 1360 | 27.65 |
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0.67% Nasdaq 
Performance
