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| Morningstar Return Rating: | Above average | | Year to Date Return: | 34.78% | | 5-Year Average Return: | 6.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.32% | |
Worst 1-Yr Total Return (2008): | -36.17% | |
Best 3-Yr Total Return (2004-6): | 15.26% | |
Worst 3-Yr Total Return (2006-8): | -6.74% |
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| 1-Year: | -3.76% | | 3-Year: | -1.10% | | 5-Year: | 6.94% | | 10-Year: | 3.78% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PEEAX | Category | Diff | Index* | Diff | | Year To Date | 34.78 | 31.59 | 3.19 | 24.07 | 10.71 | | 1-Month | 4.87 | 4.49 | 0.38 | 6.00 | -1.13 | | 3-Month | 8.35 | 6.16 | 2.19 | 7.91 | 0.44 | | 1-Year | 37.83 | 35.24 | 2.59 | 25.39 | 12.44 | | 3-Year | -0.27 | -5.04 | 4.77 | -5.79 | 5.52 | | 5-Year | 6.47 | 1.47 | 5 | 0.71 | 5.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.08 | 48.99 | -3.91 | 45.76 | -0.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.63 | -20.53 | 4.9 | -18.25 | 2.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.17 | -43.77 | 7.60 | | 2007 | | | 16.07 | 15.09 | 0.98 | | 2006 | | | 9.47 | 9.00 | 0.47 | | 2005 | | | 17.24 | 9.84 | 7.40 | | 2004 | | | 19.32 | 13.23 | 6.09 | | 2003 | | | 43.11 | 35.96 | 7.15 | | 2002 | | | -33.51 | -27.24 | -6.27 | | 2001 | | | -20.29 | -19.98 | -0.31 | | 2000 | | | -13.50 | -4.78 | -8.72 | | 1999 | | | 93.10 | 60.49 | 32.61 |
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| PAST QUARTERLY RETURNS (%) FOR
PEEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.91 | 16.04 | 16.25 | N/A | | 2008 | -10.51 | 6.80 | -13.22 | -23.04 | | 2007 | 3.69 | 6.81 | 6.54 | -1.62 | | 2006 | 8.87 | -5.77 | 2.19 | 4.42 | | 2005 | -3.74 | 3.83 | 11.23 | 5.47 | | 2004 | 5.44 | 3.04 | -6.61 | 17.59 | | 2003 | -0.60 | 25.30 | 6.49 | 7.90 | | 2002 | -7.23 | -19.10 | -19.10 | 9.51 | | 2001 | -20.44 | 17.61 | -29.56 | 20.95 | | 2000 | 14.43 | -11.39 | 4.47 | -18.34 | | 1999 | N/A | N/A | N/A | 55.68 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 363 | 827 | 43.89 | | 1-Month | 202 | 881 | 22.93 | | 3-Month | 219 | 879 | 24.91 | | 6-Month | 301 | 862 | 34.92 | | 1-Year | 302 | 825 | 36.61 | | 3-Year | 50 | 734 | 6.81 | | 5-Year | 18 | 632 | 2.85 |
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0.06% Nasdaq 
0.21%
Performance
