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Pacific Advisors Small Cap Value C (PGSCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.65+0.18 (+0.92%)
At close: 8:01PM EDT
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Performance Overview

Morningstar Return Rating
Year-to-Date Return-9.95%
5-Year Average Return0.63%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Aug 30, 2017)81.83%
Worst 1 Yr Total Return (Aug 30, 2017)-44.05%
Best 3-Yr Total Return81.83%
Worst 3-Yr Total Return-12.12%

Trailing Returns (%) Vs. Benchmarks

ReturnPGSCXCategory
YTD-9.95%2.19%
1-Month-3.26%-1.71%
3-Month-1.00%1.56%
1-Year14.41%12.67%
3-Year-13.92%5.80%
5-Year0.63%12.07%
10-Year0.21%6.72%
Last Bull Market46.61%27.64%
Last Bear Market-30.20%-24.19%

Annual Total Return (%) History

Year
PGSCXCategory
2017
N/AN/A
2016
26.12%20.78%
2015
-30.83%-5.38%
2014
-22.19%3.79%
2013
58.35%37.39%
2012
11.02%15.46%
2011
7.89%-4.07%
2010
19.20%25.61%
2009
36.21%31.80%
2008
-44.05%-36.56%
2007
5.22%-1.10%
2006
33.91%15.03%
2005
7.76%6.75%
2004
35.62%18.94%
2003
81.83%43.41%
2002
-33.27%-16.22%
2001
17.91%8.92%
2000
10.11%11.89%
1999
-16.22%19.95%
1998
N/A-3.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2017-6.87%1.36%N/AN/A
20160.00%-5.58%10.97%20.36%
2015-5.22%0.46%-21.73%-7.19%
2014-4.89%5.19%-13.86%-9.70%
201323.37%4.37%7.80%14.08%
201215.57%-13.56%7.79%3.09%
201114.71%0.86%-27.96%29.45%
20105.64%-11.18%5.03%20.94%
2009-14.06%42.07%7.27%4.00%
2008-8.01%3.86%-8.59%-35.93%
20073.60%15.19%-4.94%-7.24%
200620.15%0.00%-3.39%15.36%
2005-4.99%-4.89%14.26%4.38%
200412.64%5.10%-3.98%19.31%
2003-11.40%37.43%20.09%24.36%
2002-3.52%-8.31%-29.45%6.94%
20010.92%21.58%-17.06%15.86%
2000-0.25%-8.82%21.29%-0.18%
1999-15.79%8.92%-14.92%7.37%
1998-23.35%10.45%N/AN/A

Rank In Category (By Total Return)

YTD100
1-Month92
3-Month92
1-Year33
3-Year100
5-Year100

Load Adjusted Returns

1-Year13.46%
3-Year-13.92%
5-Year0.63%
10-Year0.21%