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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.06% | | 5-Year Average Return: | 0.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.12% | |
Worst 1-Yr Total Return (2008): | -36.30% | |
Best 3-Yr Total Return (2004-6): | 16.36% | |
Worst 3-Yr Total Return (2006-8): | -6.23% |
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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 | PEIDX | Category | Diff | Index* | Diff | | Year To Date | 9.06 | 21.73 | -12.67 | 24.07 | -15.01 | | 1-Month | 4.54 | 5.16 | -0.62 | 6.00 | -1.46 | | 3-Month | 6.16 | 6.45 | -0.29 | 7.91 | -1.75 | | 1-Year | 12.59 | 24.67 | -12.08 | 25.39 | -12.8 | | 3-Year | -9.64 | -7.33 | -2.31 | -5.79 | -3.85 | | 5-Year | 0.57 | 0.27 | 0.3 | 0.71 | -0.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.56 | 47.53 | -8.97 | 45.76 | -7.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.19 | -16.99 | -10.2 | -18.25 | -8.94 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEIDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.30 | -37.09 | 0.79 | | 2007 | | | 4.28 | 1.42 | 2.86 | | 2006 | | | 24.12 | 18.15 | 5.97 | | 2005 | | | 11.44 | 5.95 | 5.49 | | 2004 | | | 13.90 | 12.97 | 0.93 | | 2003 | | | 27.65 | 28.44 | -0.79 | | 2002 | | | -7.11 | -18.69 | 11.58 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PEIDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -20.29 | 15.47 | 13.93 | N/A | | 2008 | -7.55 | -2.91 | -7.13 | -23.58 | | 2007 | 1.77 | 6.68 | -0.55 | -3.43 | | 2006 | 6.79 | 1.97 | 6.00 | 7.53 | | 2005 | 1.00 | 2.94 | 4.78 | 2.30 | | 2004 | 2.76 | 1.52 | 1.30 | 7.77 | | 2003 | -7.39 | 17.36 | 3.25 | 13.75 | | 2002 | 6.74 | -5.82 | -17.21 | 11.61 | | 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 | 1228 | 1293 | 94.97 | | 1-Month | 120 | 1338 | 8.97 | | 3-Month | 159 | 1329 | 11.96 | | 6-Month | 1174 | 1320 | 88.94 | | 1-Year | 1051 | 1280 | 82.11 | | 3-Year | 708 | 1088 | 65.07 | | 5-Year | 247 | 917 | 26.94 |
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0.56% Nasdaq 
0.08%
Performance
