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| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.99% | | 5-Year Average Return: | 5.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 18.31% | |
Worst 1-Yr Total Return (2008): | -36.63% | |
Best 3-Yr Total Return (2004-6): | 14.39% | |
Worst 3-Yr Total Return (2006-8): | -7.43% |
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| 1-Year: | 0.15% | | 3-Year: | 0.07% | | 5-Year: | 7.36% | | 10-Year: | 3.60% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PEGCX | Category | Diff | Index* | Diff | | Year To Date | 33.99 | 31.59 | 2.4 | 24.07 | 9.92 | | 1-Month | 4.83 | 4.49 | 0.34 | 6.00 | -1.17 | | 3-Month | 8.16 | 6.16 | 2 | 7.91 | 0.25 | | 1-Year | 36.87 | 35.24 | 1.63 | 25.39 | 11.48 | | 3-Year | -0.98 | -5.04 | 4.06 | -5.79 | 4.81 | | 5-Year | 5.71 | 1.47 | 4.24 | 0.71 | 5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.42 | 48.99 | -4.57 | 45.76 | -1.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.16 | -20.53 | 4.37 | -18.25 | 2.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.63 | -43.77 | 7.14 | | 2007 | | | 15.21 | 15.09 | 0.12 | | 2006 | | | 8.67 | 9.00 | -0.33 | | 2005 | | | 16.42 | 9.84 | 6.58 | | 2004 | | | 18.31 | 13.23 | 5.08 | | 2003 | | | 42.00 | 35.96 | 6.04 | | 2002 | | | -33.94 | -27.24 | -6.70 | | 2001 | | | -20.89 | -19.98 | -0.91 | | 2000 | | | -14.11 | -4.78 | -9.33 | | 1999 | | | 91.47 | 60.49 | 30.98 |
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| PAST QUARTERLY RETURNS (%) FOR
PEGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.04 | 15.86 | 16.02 | N/A | | 2008 | -10.71 | 6.64 | -13.36 | -23.19 | | 2007 | 3.47 | 6.65 | 6.33 | -1.82 | | 2006 | 8.67 | -5.94 | 2.00 | 4.23 | | 2005 | -3.88 | 3.65 | 11.32 | 4.97 | | 2004 | 5.19 | 2.89 | -6.78 | 17.27 | | 2003 | -0.84 | 25.05 | 6.28 | 7.75 | | 2002 | -7.37 | -19.29 | -19.26 | 9.45 | | 2001 | -20.60 | 17.46 | -29.73 | 20.74 | | 2000 | 14.25 | -11.57 | 4.33 | -18.52 | | 1999 | N/A | N/A | N/A | 55.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 405 | 827 | 48.97 | | 1-Month | 229 | 881 | 25.99 | | 3-Month | 272 | 879 | 30.94 | | 6-Month | 370 | 862 | 42.92 | | 1-Year | 333 | 825 | 40.36 | | 3-Year | 81 | 734 | 11.04 | | 5-Year | 37 | 632 | 5.85 |
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0.51% Nasdaq 
Performance
