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| Morningstar Return Rating: | Low | | Year to Date Return: | 16.50% | | 5-Year Average Return: | -3.05% | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 21.16% | |
Worst 1-Yr Total Return (2008): | -41.17% | |
Best 3-Yr Total Return (2006-8): | -11.98% | |
Worst 3-Yr Total Return (2006-8): | -11.98% |
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| 1-Year: | -15.93% | | 3-Year: | -13.33% | | 5-Year: | -3.54% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PPVAX | Category | Diff | Index* | Diff | | Year To Date | 16.50 | 21.73 | -5.23 | 24.07 | -7.57 | | 1-Month | 5.40 | 5.16 | 0.24 | 6.00 | -0.6 | | 3-Month | 6.00 | 6.45 | -0.45 | 7.91 | -1.91 | | 1-Year | 18.87 | 24.67 | -5.8 | 25.39 | -6.52 | | 3-Year | -12.36 | -7.33 | -5.03 | -5.79 | -6.57 | | 5-Year | -3.05 | 0.27 | -3.32 | 0.71 | -3.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.13 | 47.53 | -2.4 | 45.76 | -0.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.92 | -16.99 | -3.93 | -18.25 | -2.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PPVAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.17 | -37.09 | -4.08 | | 2007 | | | -4.34 | 1.42 | -5.76 | | 2006 | | | 21.16 | 18.15 | 3.01 | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PPVAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.36 | 15.74 | 15.80 | N/A | | 2008 | -10.18 | -8.32 | -8.90 | -21.58 | | 2007 | 0.32 | 5.04 | -1.17 | -8.15 | | 2006 | 5.13 | 0.14 | 6.64 | 7.91 | | 2005 | N/A | N/A | 3.12 | 1.02 | | 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 | 969 | 1293 | 74.94 | | 1-Month | 521 | 1338 | 38.94 | | 3-Month | 770 | 1329 | 57.94 | | 6-Month | 831 | 1320 | 62.95 | | 1-Year | 774 | 1280 | 60.47 | | 3-Year | 882 | 1088 | 81.07 | | 5-Year | | 917 | N/A |
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0.02% Nasdaq 0.00%
Performance
