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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.03% | | 5-Year Average Return: | -1.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.18% | |
Worst 1-Yr Total Return (2008): | -38.02% | |
Best 3-Yr Total Return (2004-6): | 9.70% | |
Worst 3-Yr Total Return (2006-8): | -9.07% |
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| 1-Year: | -12.16% | | 3-Year: | -7.52% | | 5-Year: | -0.74% | | 10-Year: | -1.06% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PTMCX | Category | Diff | Index* | Diff | | Year To Date | 11.03 | 18.65 | -7.62 | 17.05 | -6.02 | | 1-Month | -2.11 | -2.18 | 0.07 | -1.86 | -0.25 | | 3-Month | 4.28 | 5.08 | -0.8 | 5.48 | -1.2 | | 1-Year | 4.67 | 11.86 | -7.19 | 9.80 | -5.13 | | 3-Year | -9.22 | -6.78 | -2.44 | -7.02 | -2.2 | | 5-Year | -1.34 | 0.49 | -1.83 | 0.33 | -1.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.94 | 45.26 | -5.32 | 45.76 | -5.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.34 | -15.99 | -6.35 | -18.25 | -4.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PTMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.02 | -37.79 | -0.23 | | 2007 | | | 5.31 | 6.16 | -0.85 | | 2006 | | | 15.18 | 14.17 | 1.01 | | 2005 | | | 3.82 | 5.88 | -2.06 | | 2004 | | | 10.40 | 10.02 | 0.38 | | 2003 | | | 28.61 | 27.05 | 1.56 | | 2002 | | | -21.27 | -22.25 | 0.98 | | 2001 | | | -15.66 | -13.50 | -2.16 | | 2000 | | | -6.80 | -6.31 | -0.49 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PTMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.71 | 13.46 | 14.53 | N/A | | 2008 | -10.82 | -2.00 | -9.33 | -21.78 | | 2007 | 0.78 | 6.35 | 0.95 | -2.66 | | 2006 | 4.67 | -2.23 | 5.36 | 6.83 | | 2005 | -1.40 | 0.47 | 2.82 | 1.92 | | 2004 | 1.85 | 1.52 | -1.89 | 8.83 | | 2003 | -2.78 | 14.99 | 2.49 | 12.25 | | 2002 | 0.52 | -12.34 | -16.80 | 7.40 | | 2001 | -13.37 | 5.58 | -15.29 | 8.85 | | 2000 | 4.18 | -4.01 | 1.48 | -8.16 | | 1999 | N/A | N/A | N/A | 15.53 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1791 | 2013 | 88.97 | | 1-Month | 801 | 2110 | 37.96 | | 3-Month | 919 | 2090 | 43.97 | | 6-Month | 1618 | 2049 | 78.97 | | 1-Year | 1430 | 1999 | 71.54 | | 3-Year | 1167 | 1694 | 68.89 | | 5-Year | 947 | 1352 | 70.04 |
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