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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.18% | | 5-Year Average Return: | 0.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.40% | |
Worst 1-Yr Total Return (2008): | -40.07% | |
Best 3-Yr Total Return (2004-6): | 13.49% | |
Worst 3-Yr Total Return (2006-8): | -9.43% |
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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 | PDHZX | Category | Diff | Index* | Diff | | Year To Date | 23.18 | 25.10 | -1.92 | 24.07 | -0.89 | | 1-Month | 5.16 | 5.28 | -0.12 | 6.00 | -0.84 | | 3-Month | 7.30 | 7.01 | 0.29 | 7.91 | -0.61 | | 1-Year | 26.12 | 28.01 | -1.89 | 25.39 | 0.73 | | 3-Year | -7.11 | -5.87 | -1.24 | -5.79 | -1.32 | | 5-Year | 0.82 | 0.64 | 0.18 | 0.71 | 0.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.50 | 46.08 | -0.58 | 45.76 | -0.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.51 | -17.41 | -2.1 | -18.25 | -1.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PDHZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.07 | -37.79 | -2.28 | | 2007 | | | 6.49 | 6.16 | 0.33 | | 2006 | | | 16.40 | 14.17 | 2.23 | | 2005 | | | 9.92 | 5.88 | 4.04 | | 2004 | | | 14.25 | 10.02 | 4.23 | | 2003 | | | 34.81 | 27.05 | 7.76 | | 2002 | | | -20.44 | -22.25 | 1.81 | | 2001 | | | -9.52 | -13.50 | 3.98 | | 2000 | | | -1.65 | -6.31 | 4.66 | | 1999 | | | 27.68 | 20.16 | 7.52 |
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| PAST QUARTERLY RETURNS (%) FOR
PDHZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.59 | 16.46 | 16.05 | N/A | | 2008 | -10.82 | -2.28 | -11.75 | -22.07 | | 2007 | 1.62 | 6.36 | 2.14 | -3.54 | | 2006 | 6.70 | -1.88 | 3.01 | 7.92 | | 2005 | -1.95 | 3.50 | 6.07 | 2.12 | | 2004 | 3.74 | 0.26 | -1.63 | 11.66 | | 2003 | -4.68 | 18.01 | 5.87 | 13.21 | | 2002 | 1.81 | -11.07 | -18.67 | 8.04 | | 2001 | -9.83 | 5.35 | -16.61 | 14.21 | | 2000 | 4.52 | -3.43 | 1.54 | -4.04 | | 1999 | N/A | N/A | N/A | 20.03 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1374 | 2021 | 67.99 | | 1-Month | 1986 | 2113 | 93.99 | | 3-Month | 1484 | 2091 | 70.97 | | 6-Month | 1176 | 2064 | 56.98 | | 1-Year | 1184 | 2011 | 58.88 | | 3-Year | 1147 | 1707 | 67.19 | | 5-Year | 538 | 1360 | 39.56 |
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0.51% Nasdaq 
Performance
