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 Dow Up0.17% Nasdaq Up0.44%

PL Port Optimization Aggressive C (POCEX)

15.48 Up 0.03(0.19%) Jul 11

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:4.51%
5-Year Average Return:14.06%
Number of Years Up:8
Number of Years Down:2
Best 1 Yr Total Return (2009-12-31):32.89%
Worst 1 Yr Total Return (2008-12-31):-40.95%
Best 3-Yr Total Return (N/A):13.23%
Worst 3-Yr Total Return (N/A):-9.97%
Load Adjusted Returns 
1-Year:16.74%
3-Year:8.80%
5-Year:14.06%
10-Year:5.93%
Trailing Returns (%) vs. Benchmarks 
ReturnPOCEXCategoryDiffIndex*Diff
Year To Date4.51N/AN/AN/AN/A
1-Month2.71N/AN/AN/AN/A
3-Month4.09N/AN/AN/AN/A
1-Year17.74N/AN/AN/AN/A
3-Year8.80N/AN/AN/AN/A
5-Year14.06N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)21.94N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-20.03N/AN/AN/AN/A
Annual Total Return (%) History () 
YearPOCEXCategoryDiff
2014N/AN/AN/A
2013
 
19.44N/AN/A
2012
 
14.46N/AN/A
2011
 
-5.05N/AN/A
2010
 
15.06N/AN/A
2009
 
32.89N/AN/A
2008
 
-40.95N/AN/A
2007
 
5.82N/AN/A
2006
 
16.77N/AN/A
2005
 
8.41N/AN/A
2004
 
9.80N/AN/A
Past Quarterly Returns (%) for POCEX 
Q1Q2Q3Q4
20140.404.09N/AN/A
20136.010.006.136.16
201212.66-5.294.902.26
20114.790.50-17.459.22
20104.29-10.5313.009.13
2009-11.2321.0417.635.14
2008-9.63-2.20-11.83-24.22
20072.216.001.79-4.05
20066.56-1.973.837.66
2005-2.101.325.643.47
20040.700.60-1.8810.46
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date90N/A
1-Month16N/A
3-Month74N/A
6-Month90N/A
1-Year95N/A
3-Year98N/A
5-Year96N/A