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| Morningstar Return Rating: | Below average | | Year to Date Return: | -5.51% | | 5-Year Average Return: | -0.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 28.39% | |
Worst 1-Yr Total Return (2008): | -46.77% | |
Best 3-Yr Total Return (2005-7): | 12.75% | |
Worst 3-Yr Total Return (2006-8): | -10.32% |
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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 | EQPGX | Category | Diff | Index* | Diff | | Year To Date | -5.51 | -4.87 | -0.64 | -3.60 | -1.91 | | 1-Month | -5.51 | -4.87 | -0.64 | -3.60 | -1.91 | | 3-Month | 4.40 | 3.82 | 0.58 | 4.16 | 0.24 | | 1-Year | 29.86 | 35.76 | -5.9 | 33.14 | -3.28 | | 3-Year | -7.08 | -5.20 | -1.88 | -7.24 | 0.16 | | 5-Year | -0.88 | 0.87 | -1.75 | 0.18 | -1.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.07 | 44.07 | -4 | 45.76 | -5.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.33 | -18.03 | -8.3 | -18.25 | -8.08 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EQPGX | Category | Diff | | 2009 | | | 28.39 | 35.68 | -7.29 | | 2008 | | | -46.77 | -40.67 | -6.10 | | 2007 | | | 26.76 | 13.35 | 13.41 | | 2006 | | | 6.90 | 7.05 | -0.15 | | 2005 | | | 5.77 | 6.71 | -0.94 | | 2004 | | | 3.25 | 7.81 | -4.56 | | 2003 | | | 32.60 | 28.66 | 3.94 | | 2002 | | | -30.20 | -27.64 | -2.56 | | 2001 | | | -17.72 | -22.30 | 4.58 | | 2000 | | | -11.02 | -13.05 | 2.03 |
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| PAST QUARTERLY RETURNS (%) FOR
EQPGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.76 | 13.29 | 15.75 | 6.14 | | 2008 | -13.47 | 3.89 | -19.17 | -26.75 | | 2007 | 1.48 | 10.87 | 10.86 | 1.63 | | 2006 | 4.31 | -4.11 | 3.19 | 3.58 | | 2005 | -3.96 | 1.97 | 4.63 | 3.21 | | 2004 | 1.31 | 0.11 | -6.10 | 8.42 | | 2003 | -2.85 | 16.72 | 5.30 | 11.05 | | 2002 | -1.09 | -18.32 | -18.94 | 6.59 | | 2001 | -16.61 | 8.34 | -21.96 | 16.69 | | 2000 | 8.60 | -3.29 | -3.42 | -12.28 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1260 | 1882 | 66.95 | | 1-Month | 1242 | 1882 | 65.99 | | 3-Month | 597 | 1867 | 31.98 | | 6-Month | 1469 | 1860 | 78.98 | | 1-Year | 1113 | 1787 | 62.28 | | 3-Year | 987 | 1545 | 63.88 | | 5-Year | 870 | 1265 | 68.77 |
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1.52% Nasdaq 0.00%
Performance
