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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.76% | | 5-Year Average Return: | -0.91% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.06% | |
Worst 1-Yr Total Return (2008): | -38.58% | |
Best 3-Yr Total Return (2005-7): | 8.42% | |
Worst 3-Yr Total Return (2006-8): | -9.68% |
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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 | PDSLX | Category | Diff | Index* | Diff | | Year To Date | 12.76 | 18.65 | -5.89 | 17.05 | -4.29 | | 1-Month | -2.64 | -2.18 | -0.46 | -1.86 | -0.78 | | 3-Month | 3.82 | 5.08 | -1.26 | 5.48 | -1.66 | | 1-Year | 6.02 | 11.86 | -5.84 | 9.80 | -3.78 | | 3-Year | -8.87 | -6.78 | -2.09 | -7.02 | -1.85 | | 5-Year | -0.91 | 0.49 | -1.4 | 0.33 | -1.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.19 | 45.26 | -6.07 | 45.76 | -6.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.48 | -15.99 | -4.49 | -18.25 | -2.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PDSLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.58 | -37.79 | -0.79 | | 2007 | | | 6.10 | 6.16 | -0.06 | | 2006 | | | 13.06 | 14.17 | -1.11 | | 2005 | | | 6.25 | 5.88 | 0.37 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PDSLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.47 | 13.28 | 14.19 | N/A | | 2008 | -10.74 | -1.78 | -10.29 | -21.91 | | 2007 | 0.87 | 5.13 | 2.41 | -2.31 | | 2006 | 3.99 | -2.31 | 5.21 | 5.79 | | 2005 | -1.01 | 1.16 | 4.39 | 1.64 | | 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 | 1650 | 2013 | 81.97 | | 1-Month | 1202 | 2110 | 56.97 | | 3-Month | 1651 | 2090 | 79.00 | | 6-Month | 1762 | 2049 | 85.99 | | 1-Year | 1362 | 1999 | 68.13 | | 3-Year | 1104 | 1694 | 65.17 | | 5-Year | 887 | 1352 | 65.61 |
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0.50% Nasdaq 0.00%
Performance
