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| Morningstar Return Rating: | Above average | | Year to Date Return: | 36.41% | | 5-Year Average Return: | 1.41% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 18.73% | |
Worst 1-Yr Total Return (2008): | -34.92% | |
Best 3-Yr Total Return (2004-6): | 15.08% | |
Worst 3-Yr Total Return (2006-8): | -11.61% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PYCOX | Category | Diff | Index* | Diff | | Year To Date | 36.41 | 22.72 | 13.69 | 24.07 | 12.34 | | 1-Month | 4.00 | 3.14 | 0.86 | 6.00 | -2 | | 3-Month | 5.93 | 3.09 | 2.84 | 7.91 | -1.98 | | 1-Year | 44.28 | 29.36 | 14.92 | 25.39 | 18.89 | | 3-Year | -6.87 | -8.14 | 1.27 | -5.79 | -1.08 | | 5-Year | 1.41 | -0.30 | 1.71 | 0.71 | 0.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.97 | 57.49 | 10.48 | 45.76 | 22.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.25 | -19.40 | 7.15 | -18.25 | 6 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PYCOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.92 | -36.56 | 1.64 | | 2007 | | | -8.44 | -1.10 | -7.34 | | 2006 | | | 15.88 | 15.03 | 0.85 | | 2005 | | | 10.76 | 6.75 | 4.01 | | 2004 | | | 18.73 | 18.94 | -0.21 | | 2003 | | | 33.46 | 43.41 | -9.95 | | 2002 | | | -24.62 | -16.22 | -8.40 | | 2001 | | | -1.70 | 8.92 | -10.62 | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PYCOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.13 | 24.15 | 23.92 | N/A | | 2008 | -7.45 | -0.77 | -5.67 | -24.88 | | 2007 | 4.58 | 5.43 | -9.15 | -8.59 | | 2006 | 11.15 | -3.76 | 0.90 | 7.37 | | 2005 | -2.38 | 3.20 | 6.61 | 3.14 | | 2004 | 4.20 | 1.59 | -1.29 | 13.63 | | 2003 | -6.51 | 20.47 | 5.55 | 12.27 | | 2002 | 6.17 | -11.71 | -25.39 | 7.77 | | 2001 | -12.95 | 19.29 | -24.66 | 25.65 | | 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 | 78 | 657 | 11.87 | | 1-Month | 400 | 679 | 58.91 | | 3-Month | 60 | 671 | 8.94 | | 6-Month | 33 | 663 | 4.98 | | 1-Year | 75 | 646 | 11.61 | | 3-Year | 186 | 573 | 32.46 | | 5-Year | 118 | 475 | 24.84 |
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