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| Morningstar Return Rating: | High | | Year to Date Return: | 55.61% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.86% | |
Worst 1-Yr Total Return (2008): | -29.93% | |
Best 3-Yr Total Return (2006-8): | -5.27% | |
Worst 3-Yr Total Return (2006-8): | -5.27% |
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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 | PARWX | Category | Diff | Index* | Diff | | Year To Date | 55.61 | 31.20 | 24.41 | 24.07 | 31.54 | | 1-Month | 5.94 | 5.67 | 0.27 | 6.00 | -0.06 | | 3-Month | 8.45 | 8.18 | 0.27 | 7.91 | 0.54 | | 1-Year | 57.15 | 34.04 | 23.11 | 25.39 | 31.76 | | 3-Year | 4.73 | -3.89 | 8.62 | -5.79 | 10.52 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 72.40 | 43.84 | 28.56 | 45.76 | 26.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.45 | -18.03 | 19.48 | -18.25 | 19.7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PARWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.93 | -40.67 | 10.74 | | 2007 | | | 5.62 | 13.35 | -7.73 | | 2006 | | | 14.86 | 7.05 | 7.81 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PARWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.49 | 26.61 | 18.75 | N/A | | 2008 | -6.37 | -0.28 | -0.64 | -24.47 | | 2007 | -0.41 | 7.13 | 3.41 | -4.26 | | 2006 | 5.29 | -2.82 | 7.13 | 4.78 | | 2005 | N/A | N/A | 0.33 | 2.64 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 54 | 1818 | 2.97 | | 1-Month | 57 | 1906 | 2.99 | | 3-Month | 285 | 1904 | 14.97 | | 6-Month | 111 | 1866 | 5.95 | | 1-Year | 38 | 1815 | 2.09 | | 3-Year | 2 | 1537 | 0.13 | | 5-Year | | 1273 | N/A |
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