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| Morningstar Return Rating: | Below average | | Year to Date Return: | 7.54% | | 5-Year Average Return: | -3.97% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 22.02% | |
Worst 1-Yr Total Return (2008): | -36.24% | |
Best 3-Yr Total Return (2004-6): | 13.80% | |
Worst 3-Yr Total Return (2006-8): | -11.63% |
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| 1-Year: | -19.78% | | 3-Year: | -9.95% | | 5-Year: | -1.48% | | 10-Year: | 4.54% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PQVCX | Category | Diff | Index* | Diff | | Year To Date | 7.54 | 22.72 | -15.18 | 24.07 | -16.53 | | 1-Month | 3.11 | 3.14 | -0.03 | 6.00 | -2.89 | | 3-Month | 1.41 | 3.09 | -1.68 | 7.91 | -6.5 | | 1-Year | 15.23 | 29.36 | -14.13 | 25.39 | -10.16 | | 3-Year | -12.80 | -8.14 | -4.66 | -5.79 | -7.01 | | 5-Year | -3.97 | -0.30 | -3.67 | 0.71 | -4.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.96 | 57.49 | -11.53 | 45.76 | 0.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.92 | -19.40 | -9.52 | -18.25 | -10.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PQVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 0.34 | 19.95 | -19.61 |
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| PAST QUARTERLY RETURNS (%) FOR
PQVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -18.51 | 17.65 | 15.65 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 9.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 630 | 657 | 95.89 | | 1-Month | 122 | 679 | 17.97 | | 3-Month | 375 | 671 | 55.89 | | 6-Month | 583 | 663 | 87.93 | | 1-Year | 540 | 646 | 83.59 | | 3-Year | 419 | 573 | 73.12 | | 5-Year | 358 | 475 | 75.37 |
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0.51% Nasdaq 
Performance
