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| Morningstar Return Rating: | High | | Year to Date Return: | 36.28% | | 5-Year Average Return: | 2.94% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.54% | |
Worst 1-Yr Total Return (2008): | -42.56% | |
Best 3-Yr Total Return (2004-6): | 17.33% | |
Worst 3-Yr Total Return (2006-8): | -10.99% |
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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 | PEIZX | Category | Diff | Index* | Diff | | Year To Date | 36.28 | 25.10 | 11.18 | 24.07 | 12.21 | | 1-Month | 5.50 | 5.28 | 0.22 | 6.00 | -0.5 | | 3-Month | 8.30 | 7.01 | 1.29 | 7.91 | 0.39 | | 1-Year | 39.12 | 28.01 | 11.11 | 25.39 | 13.73 | | 3-Year | -6.31 | -5.87 | -0.44 | -5.79 | -0.52 | | 5-Year | 2.94 | 0.64 | 2.3 | 0.71 | 2.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.21 | 46.08 | 2.13 | 45.76 | 2.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.54 | -17.41 | -3.13 | -18.25 | -2.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEIZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.56 | -37.79 | -4.77 | | 2007 | | | 2.72 | 6.16 | -3.44 | | 2006 | | | 19.54 | 14.17 | 5.37 | | 2005 | | | 16.46 | 5.88 | 10.58 | | 2004 | | | 16.02 | 10.02 | 6.00 | | 2003 | | | 27.98 | 27.05 | 0.93 | | 2002 | | | -21.65 | -22.25 | 0.60 | | 2001 | | | -2.64 | -13.50 | 10.86 | | 2000 | | | 15.38 | -6.31 | 21.69 | | 1999 | | | 11.91 | 20.16 | -8.25 |
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| PAST QUARTERLY RETURNS (%) FOR
PEIZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.23 | 19.02 | 16.07 | N/A | | 2008 | -12.27 | 5.31 | -17.13 | -24.97 | | 2007 | 0.71 | 8.03 | -1.35 | -4.30 | | 2006 | 6.60 | 0.05 | 3.68 | 8.11 | | 2005 | 1.22 | 3.02 | 8.89 | 2.56 | | 2004 | 4.91 | 1.09 | -0.78 | 10.26 | | 2003 | -5.73 | 17.04 | 2.12 | 13.59 | | 2002 | 1.38 | -11.61 | -20.41 | 9.85 | | 2001 | -3.53 | 4.34 | -13.03 | 11.21 | | 2000 | -4.83 | -0.69 | 11.79 | 9.21 | | 1999 | N/A | N/A | N/A | 7.60 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 141 | 2021 | 6.98 | | 1-Month | 105 | 2113 | 4.97 | | 3-Month | 1024 | 2091 | 48.97 | | 6-Month | 990 | 2064 | 47.97 | | 1-Year | 107 | 2011 | 5.32 | | 3-Year | 819 | 1707 | 47.98 | | 5-Year | 104 | 1360 | 7.65 |
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0.51% Nasdaq 
Performance
