17.99%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| PSVIX | 17.99 | -26.00 | 6.00 | 19.00 | 10.00 | 23.00 | 30.00 | 3.00 | 19.00 | 21.00 | -6.00 |
| Index (S&P 500) | 20.90 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | -0.21 | 0.38 | -0.93 | 17.99 | 22.22 | -1.15 | 5.50 | 10.95 |
| +/- Index (S&P 500) | - 0.47 | - 0.02 | - 1.43 | - 2.91 | + 0.92 | + 4.95 | + 5.20 | + 11.65 |
| +/- Classification Avg. | - 0.06 | + 0.19 | + 2.46 | - 5.14 | - 1.99 | + 5.68 | + 4.77 | + 4.69 |
| % Rank in Classification | 62 | 37 | 4 | 67 | 52 | 9 | 7 | 8 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. MH Elite:SC Fd Of Fd (MHELX) | 11.98% | ![]() |
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| 2. Transam Prem:Instl SCV (TPSMX) | 9.35% | ![]() |
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| 3. Dreyfus Sm Co Val (DSCVX) | 4.46% | ![]() |
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| 4. Royce Fd:Sel I;Inv (RYSFX) | 4.07% | ![]() |
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| 5. Eaton Vance AC SMID-Cp;I (EISMX) | 3.05% | ![]() |
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| 6. Eaton Vance AC SMID-Cp;A (EAASX) | 2.81% | ![]() |
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| 7. Janus Perkins SCV;L (JSIVX) | 2.62% | ![]() |
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| 8. Janus Perkins SCV;J (JSCVX) | 2.40% | ![]() |
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| 9. GAMCO Ww:Mhty M;AAA (WEMMX) | 2.40% | ![]() |
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| 10. WHG SMidCap;Inst (WHGMX) | 2.25% | ![]() |
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| 55. Allianz:NFJ SCV;Inst (PSVIX) | -1.15% | ![]() |
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| Amount | Date | |
| Dividend | 0.41 | 12/18/2008 |
| Capital Gains | 2.20 | 12/11/2008 |
| Dividend Frequency | Annually | NA |