|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 29.74% | | 5-Year Average Return: | -0.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.09% | |
Worst 1-Yr Total Return (2008): | -44.27% | |
Best 3-Yr Total Return (2005-7): | 8.17% | |
Worst 3-Yr Total Return (2006-8): | -11.64% |
|
| 1-Year: | -4.11% | | 3-Year: | -3.06% | | 5-Year: | 1.18% | | 10-Year: | 1.45% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PUMCX | Category | Diff | Index* | Diff | | Year To Date | 29.74 | 31.59 | -1.85 | 24.07 | 5.67 | | 1-Month | 3.92 | 4.49 | -0.57 | 6.00 | -2.08 | | 3-Month | 4.66 | 6.16 | -1.5 | 7.91 | -3.25 | | 1-Year | 35.34 | 35.24 | 0.1 | 25.39 | 9.95 | | 3-Year | -5.99 | -5.04 | -0.95 | -5.79 | -0.2 | | 5-Year | -0.80 | 1.47 | -2.27 | 0.71 | -1.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.39 | 48.99 | 3.4 | 45.76 | 6.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.61 | -20.53 | 0.92 | -18.25 | -1.36 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PUMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.27 | -43.77 | -0.50 | | 2007 | | | 15.09 | 15.09 | 0.00 | | 2006 | | | 7.56 | 9.00 | -1.44 | | 2005 | | | 2.23 | 9.84 | -7.61 | | 2004 | | | 9.86 | 13.23 | -3.37 | | 2003 | | | 36.23 | 35.96 | 0.27 | | 2002 | | | -20.79 | -27.24 | 6.45 | | 2001 | | | -15.05 | -19.98 | 4.93 | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PUMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.02 | 20.34 | 15.26 | N/A | | 2008 | -16.78 | 4.03 | -12.44 | -26.48 | | 2007 | 4.88 | 8.66 | 3.51 | -2.44 | | 2006 | 11.55 | -8.89 | -1.81 | 7.79 | | 2005 | -4.84 | 3.13 | 2.21 | 1.92 | | 2004 | 3.60 | -3.47 | -3.73 | 14.12 | | 2003 | -3.88 | 19.13 | 4.36 | 14.00 | | 2002 | -2.42 | -9.60 | -17.51 | 8.85 | | 2001 | -26.62 | 24.49 | -26.48 | 26.48 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 463 | 827 | 55.99 | | 1-Month | 202 | 881 | 22.93 | | 3-Month | 553 | 879 | 62.91 | | 6-Month | 680 | 862 | 78.89 | | 1-Year | 325 | 825 | 39.39 | | 3-Year | 372 | 734 | 50.68 | | 5-Year | 418 | 632 | 66.14 |
|
|
|
|
|
0.26% Nasdaq 0.00%
Performance
