|
| Morningstar Return Rating: | Average | | Year to Date Return: | 12.32% | | 5-Year Average Return: | -0.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.53% | |
Worst 1-Yr Total Return (2008): | -42.54% | |
Best 3-Yr Total Return (2005-7): | 11.26% | |
Worst 3-Yr Total Return (2006-8): | -10.24% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PAPIX | Category | Diff | Index* | Diff | | Year To Date | 12.32 | 24.15 | -11.83 | 17.05 | -4.73 | | 1-Month | -2.70 | -2.25 | -0.45 | -1.86 | -0.84 | | 3-Month | 3.48 | 4.52 | -1.04 | 5.48 | -2 | | 1-Year | 6.10 | 15.35 | -9.25 | 9.80 | -3.7 | | 3-Year | -8.01 | -4.95 | -3.06 | -7.02 | -0.99 | | 5-Year | -0.60 | 0.99 | -1.59 | 0.33 | -0.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.65 | 42.81 | -11.16 | 45.76 | -14.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.61 | -17.14 | -7.47 | -18.25 | -6.36 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PAPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.54 | -40.67 | -1.87 | | 2007 | | | 17.53 | 13.35 | 4.18 | | 2006 | | | 7.09 | 7.05 | 0.04 | | 2005 | | | 9.42 | 6.71 | 2.71 | | 2004 | | | 12.56 | 7.81 | 4.75 | | 2003 | | | 27.12 | 28.66 | -1.54 | | 2002 | | | -23.32 | -27.64 | 4.32 | | 2001 | | | -18.89 | -22.30 | 3.41 | | 2000 | | | 14.02 | -13.05 | 27.07 | | 1999 | | | 22.30 | 38.87 | -16.57 |
|
| PAST QUARTERLY RETURNS (%) FOR
PAPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.06 | 9.19 | 13.75 | N/A | | 2008 | -12.15 | 0.70 | -16.29 | -22.41 | | 2007 | 2.23 | 7.13 | 6.38 | 0.89 | | 2006 | 6.32 | -3.81 | 0.10 | 4.61 | | 2005 | -0.39 | 1.83 | 5.88 | 1.88 | | 2004 | 3.22 | -0.36 | -1.92 | 11.59 | | 2003 | -0.16 | 12.36 | 3.43 | 9.55 | | 2002 | -0.42 | -10.23 | -15.85 | 1.93 | | 2001 | -15.11 | 1.78 | -12.08 | 6.77 | | 2000 | 10.01 | -1.78 | 8.93 | -3.13 | | 1999 | N/A | N/A | N/A | 23.44 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1675 | 1802 | 92.95 | | 1-Month | 1530 | 1890 | 80.95 | | 3-Month | 1620 | 1884 | 85.99 | | 6-Month | 1662 | 1827 | 90.97 | | 1-Year | 1367 | 1797 | 76.07 | | 3-Year | 1118 | 1518 | 73.65 | | 5-Year | 843 | 1251 | 67.39 |
|
|
|
|
|
1.38% Nasdaq 
Performance
