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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.87% | | 5-Year Average Return: | -0.31% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 23.35% | |
Worst 1-Yr Total Return (2008): | -26.69% | |
Best 3-Yr Total Return (2004-6): | 15.84% | |
Worst 3-Yr Total Return (2006-8): | -8.02% |
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| 1-Year: | -17.79% | | 3-Year: | -8.54% | | 5-Year: | -0.10% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PZVAX | Category | Diff | Index* | Diff | | Year To Date | 6.87 | 19.19 | -12.32 | 17.05 | -10.18 | | 1-Month | -4.41 | -5.16 | 0.75 | -1.86 | -2.55 | | 3-Month | 3.32 | 4.11 | -0.79 | 5.48 | -2.16 | | 1-Year | 1.90 | 11.22 | -9.32 | 9.80 | -7.9 | | 3-Year | -9.78 | -7.72 | -2.06 | -7.02 | -2.76 | | 5-Year | -0.31 | 1.02 | -1.33 | 0.33 | -0.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.07 | 60.83 | -11.76 | 45.76 | 3.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.62 | -15.36 | -5.26 | -18.25 | -2.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PZVAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.69 | -32.24 | 5.55 | | 2007 | | | -9.53 | -6.08 | -3.45 | | 2006 | | | 17.31 | 16.27 | 1.04 | | 2005 | | | 7.43 | 6.40 | 1.03 | | 2004 | | | 23.35 | 21.14 | 2.21 | | 2003 | | | 45.45 | 42.38 | 3.07 | | 2002 | | | -9.54 | -10.12 | 0.58 | | 2001 | | | 15.47 | 15.92 | -0.45 | | 2000 | | | 22.32 | 18.64 | 3.68 | | 1999 | | | N/A | 6.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PZVAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.53 | 16.13 | 19.63 | N/A | | 2008 | -5.24 | -3.09 | 2.60 | -22.19 | | 2007 | 1.26 | 4.11 | -7.12 | -7.60 | | 2006 | 10.23 | -1.56 | -0.96 | 9.15 | | 2005 | 0.33 | 4.55 | 3.35 | -0.91 | | 2004 | 6.00 | 2.07 | 1.17 | 12.69 | | 2003 | -5.23 | 20.14 | 8.26 | 18.00 | | 2002 | 7.52 | -5.63 | -15.65 | 5.70 | | 2001 | -1.82 | 12.37 | -10.41 | 16.82 | | 2000 | 7.14 | 0.27 | 5.83 | 7.59 | | 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 | 351 | 390 | 90.00 | | 1-Month | 146 | 406 | 35.96 | | 3-Month | 259 | 405 | 63.95 | | 6-Month | 332 | 396 | 83.84 | | 1-Year | 285 | 381 | 74.80 | | 3-Year | 184 | 317 | 58.04 | | 5-Year | 149 | 242 | 61.57 |
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0.50% Nasdaq 
0.01 (0.10%) 
Performance
