20.40%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| PSVIX | 20.40 | -26.00 | 6.00 | 19.00 | 10.00 | 23.00 | 30.00 | 3.00 | 19.00 | 21.00 | -6.00 |
| Index (S&P 500) | 25.10 | -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 % | -0.17 | 1.48 | -0.83 | 20.40 | 35.07 | -1.73 | 4.92 | 10.95 |
| +/- Index (S&P 500) | - 0.12 | - 0.32 | - 2.23 | - 4.70 | + 1.87 | + 3.77 | + 4.12 | + 11.65 |
| +/- Classification Avg. | + 0.17 | + 0.09 | + 2.21 | - 5.00 | - 7.93 | + 5.56 | + 4.56 | + 4.80 |
| % Rank in Classification | 16 | 43 | 4 | 66 | 70 | 9 | 9 | 4 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Transam Prem:Instl SCV (TPSMX) | 9.35% | ![]() |
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| 2. Royce Fd:Sel I;Inv (RYSFX) | 3.87% | ![]() |
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| 3. Dreyfus Sm Co Val (DSCVX) | 2.95% | ![]() |
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| 4. Eaton Vance AC SMID-Cp;I (EISMX) | 2.33% | ![]() |
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| 5. Janus Perkins SCV;L (JSIVX) | 2.13% | ![]() |
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| 6. Eaton Vance AC SMID-Cp;A (EAASX) | 2.09% | ![]() |
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| 7. Janus Perkins SCV;J (JSCVX) | 1.90% | ![]() |
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| 8. WHG SMidCap;Inst (WHGMX) | 1.76% | ![]() |
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| 9. Natixis:VN SC Val;Y (NEJYX) | 1.53% | ![]() |
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| 10. Fidelity Adv Sm Cap;Ins (FSCIX) | 1.53% | ![]() |
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| 55. Allianz:NFJ SCV;Inst (PSVIX) | -1.73% | ![]() |
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| Amount | Date | |
| Dividend | 0.41 | 12/18/2008 |
| Capital Gains | 2.20 | 12/11/2008 |
| Dividend Frequency | Annually | NA |