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| Morningstar Return Rating: | Below average | | Year to Date Return: | 34.46% | | 5-Year Average Return: | 0.98% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.61% | |
Worst 1-Yr Total Return (2008): | -48.76% | |
Best 3-Yr Total Return (2006-8): | -12.52% | |
Worst 3-Yr Total Return (2006-8): | -12.52% |
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| 1-Year: | -8.63% | | 3-Year: | -5.14% | | 5-Year: | 2.06% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PPMGX | Category | Diff | Index* | Diff | | Year To Date | 34.46 | 31.59 | 2.87 | 24.07 | 10.39 | | 1-Month | 4.58 | 4.49 | 0.09 | 6.00 | -1.42 | | 3-Month | 5.17 | 6.16 | -0.99 | 7.91 | -2.74 | | 1-Year | 37.16 | 35.24 | 1.92 | 25.39 | 11.77 | | 3-Year | -5.49 | -5.04 | -0.45 | -5.79 | 0.3 | | 5-Year | 0.98 | 1.47 | -0.49 | 0.71 | 0.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.14 | 48.99 | 8.15 | 45.76 | 11.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.51 | -20.53 | -1.98 | -18.25 | -4.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PPMGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.76 | -43.77 | -4.99 | | 2007 | | | 23.61 | 15.09 | 8.52 | | 2006 | | | 5.70 | 9.00 | -3.30 | | 2005 | | | N/A | 9.84 | N/A | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PPMGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.00 | 18.61 | 20.29 | N/A | | 2008 | -13.17 | 4.32 | -20.71 | -28.66 | | 2007 | 3.28 | 10.03 | 7.26 | 1.42 | | 2006 | 11.83 | -7.28 | -3.14 | 5.24 | | 2005 | N/A | N/A | 6.90 | 3.29 | | 2004 | N/A | N/A | N/A | N/A | | 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 | 297 | 827 | 35.91 | | 1-Month | 325 | 881 | 36.89 | | 3-Month | 457 | 879 | 51.99 | | 6-Month | 293 | 862 | 33.99 | | 1-Year | 249 | 825 | 30.18 | | 3-Year | 352 | 734 | 47.96 | | 5-Year | | 632 | N/A |
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0.03% Nasdaq 0.00%
Performance
