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| Morningstar Return Rating: | Below average | | Year to Date Return: | -4.22% | | 5-Year Average Return: | -3.32% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 16.40% | |
Worst 1-Yr Total Return (2008): | -36.24% | |
Best 3-Yr Total Return (2005-7): | 5.22% | |
Worst 3-Yr Total Return (2006-8): | -11.63% |
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| 1-Year: | 15.40% | | 3-Year: | -10.55% | | 5-Year: | -2.87% | | 10-Year: | 4.15% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PQVCX | Category | Diff | Index* | Diff | | Year To Date | -4.22 | -3.42 | -0.8 | -3.60 | -0.62 | | 1-Month | -4.22 | -3.42 | -0.8 | -3.60 | -0.62 | | 3-Month | 6.90 | 6.97 | -0.07 | 4.16 | 2.74 | | 1-Year | 26.09 | 41.29 | -15.2 | 33.14 | -7.05 | | 3-Year | -12.51 | -7.80 | -4.71 | -7.24 | -5.27 | | 5-Year | -3.32 | 0.36 | -3.68 | 0.18 | -3.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.96 | 57.75 | -11.79 | 45.76 | 0.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.92 | -19.37 | -9.55 | -18.25 | -10.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PQVCX | Category | Diff | | 2009 | | | 16.40 | 31.80 | -15.40 | | 2008 | | | -36.24 | -36.56 | 0.32 | | 2007 | | | -3.56 | -1.10 | -2.46 | | 2006 | | | 12.23 | 15.03 | -2.80 | | 2005 | | | 7.62 | 6.75 | 0.87 | | 2004 | | | 22.02 | 18.94 | 3.08 | | 2003 | | | 39.93 | 43.41 | -3.48 | | 2002 | | | -13.56 | -16.22 | 2.66 | | 2001 | | | 5.37 | 8.92 | -3.55 | | 2000 | | | 11.65 | 11.89 | -0.24 |
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| PAST QUARTERLY RETURNS (%) FOR
PQVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -18.51 | 17.65 | 15.65 | 4.98 | | 2008 | -7.94 | 0.00 | -5.22 | -26.92 | | 2007 | 3.13 | 6.43 | -3.44 | -9.01 | | 2006 | 11.74 | -4.50 | -1.82 | 7.11 | | 2005 | -1.95 | 3.19 | 4.57 | 1.72 | | 2004 | 4.93 | 3.33 | -0.15 | 12.70 | | 2003 | -4.67 | 18.44 | 7.39 | 15.41 | | 2002 | 7.88 | -6.33 | -17.89 | 4.17 | | 2001 | -6.89 | 12.73 | -16.02 | 19.54 | | 2000 | 3.17 | 4.17 | 2.74 | 1.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 617 | 686 | 89.94 | | 1-Month | 521 | 686 | 75.95 | | 3-Month | 420 | 679 | 61.86 | | 6-Month | 586 | 667 | 87.86 | | 1-Year | 549 | 656 | 83.69 | | 3-Year | 429 | 574 | 74.74 | | 5-Year | 371 | 475 | 78.11 |
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0.08% Nasdaq 
0.15 (1.21%) 
Performance
