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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.24% | | 5-Year Average Return: | 6.76% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.56% | |
Worst 1-Yr Total Return (2008): | -36.01% | |
Best 3-Yr Total Return (2004-6): | 15.52% | |
Worst 3-Yr Total Return (2006-8): | -6.50% |
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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 | PEGZX | Category | Diff | Index* | Diff | | Year To Date | 35.24 | 31.59 | 3.65 | 24.07 | 11.17 | | 1-Month | 4.93 | 4.49 | 0.44 | 6.00 | -1.07 | | 3-Month | 8.43 | 6.16 | 2.27 | 7.91 | 0.52 | | 1-Year | 38.28 | 35.24 | 3.04 | 25.39 | 12.89 | | 3-Year | 0.01 | -5.04 | 5.05 | -5.79 | 5.8 | | 5-Year | 6.76 | 1.47 | 5.29 | 0.71 | 6.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.27 | 48.99 | -3.72 | 45.76 | -0.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.33 | -20.53 | 5.2 | -18.25 | 2.92 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEGZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.01 | -43.77 | 7.76 | | 2007 | | | 16.42 | 15.09 | 1.33 | | 2006 | | | 9.74 | 9.00 | 0.74 | | 2005 | | | 17.51 | 9.84 | 7.67 | | 2004 | | | 19.56 | 13.23 | 6.33 | | 2003 | | | 43.33 | 35.96 | 7.37 | | 2002 | | | -33.29 | -27.24 | -6.05 | | 2001 | | | -20.06 | -19.98 | -0.08 | | 2000 | | | -13.24 | -4.78 | -8.46 | | 1999 | | | 93.55 | 60.49 | 33.06 |
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| PAST QUARTERLY RETURNS (%) FOR
PEGZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.79 | 16.13 | 16.29 | N/A | | 2008 | -10.48 | 6.90 | -13.14 | -23.02 | | 2007 | 3.77 | 6.88 | 6.60 | -1.54 | | 2006 | 8.96 | -5.72 | 2.23 | 4.50 | | 2005 | -3.72 | 3.92 | 11.26 | 5.55 | | 2004 | 5.47 | 3.18 | -6.54 | 17.55 | | 2003 | -0.59 | 25.35 | 6.53 | 7.98 | | 2002 | -7.19 | -19.03 | -19.06 | 9.68 | | 2001 | -20.42 | 17.73 | -29.52 | 21.06 | | 2000 | 14.52 | -11.34 | 4.63 | -18.34 | | 1999 | N/A | N/A | N/A | 55.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 347 | 827 | 41.96 | | 1-Month | 193 | 881 | 21.91 | | 3-Month | 202 | 879 | 22.98 | | 6-Month | 284 | 862 | 32.95 | | 1-Year | 288 | 825 | 34.91 | | 3-Year | 42 | 734 | 5.72 | | 5-Year | 14 | 632 | 2.22 |
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0.14% Nasdaq 
Performance
