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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.52% | | 5-Year Average Return: | 1.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.09% | |
Worst 1-Yr Total Return (2008): | -33.92% | |
Best 3-Yr Total Return (2004-6): | 15.60% | |
Worst 3-Yr Total Return (2006-8): | -6.41% |
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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 | PEIIX | Category | Diff | Index* | Diff | | Year To Date | 17.52 | 21.73 | -4.21 | 17.05 | 0.47 | | 1-Month | 5.35 | 5.16 | 0.19 | -1.86 | 7.21 | | 3-Month | 6.56 | 6.45 | 0.11 | 5.48 | 1.08 | | 1-Year | 21.69 | 24.67 | -2.98 | 9.80 | 11.89 | | 3-Year | -6.07 | -7.33 | 1.26 | -7.02 | 0.95 | | 5-Year | 1.79 | 0.27 | 1.52 | 0.33 | 1.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.87 | 47.53 | -6.66 | 45.76 | -4.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.94 | -16.99 | 0.05 | -18.25 | 1.31 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEIIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.92 | -37.09 | 3.17 | | 2007 | | | 5.05 | 1.42 | 3.63 | | 2006 | | | 18.09 | 18.15 | -0.06 | | 2005 | | | 9.84 | 5.95 | 3.89 | | 2004 | | | 19.09 | 12.97 | 6.12 | | 2003 | | | 29.66 | 28.44 | 1.22 | | 2002 | | | -12.53 | -18.69 | 6.16 | | 2001 | | | 7.78 | -4.99 | 12.77 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PEIIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.95 | 13.97 | 14.00 | N/A | | 2008 | -10.16 | -4.84 | -3.76 | -19.68 | | 2007 | 1.47 | 5.83 | 0.90 | -3.05 | | 2006 | 5.42 | 0.16 | 4.77 | 6.75 | | 2005 | 0.12 | 4.21 | 3.13 | 2.08 | | 2004 | 5.47 | 1.37 | 1.24 | 10.02 | | 2003 | -3.15 | 15.82 | 3.38 | 11.81 | | 2002 | 3.91 | -7.87 | -14.77 | 7.20 | | 2001 | 0.50 | 5.45 | -3.66 | 5.56 | | 2000 | N/A | N/A | N/A | 8.31 | | 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 | 827 | 1293 | 63.96 | | 1-Month | 53 | 1338 | 3.96 | | 3-Month | 252 | 1329 | 18.96 | | 6-Month | 712 | 1320 | 53.94 | | 1-Year | 656 | 1280 | 51.25 | | 3-Year | 260 | 1088 | 23.90 | | 5-Year | 148 | 917 | 16.14 |
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0.67% Nasdaq 0.00%
Performance
