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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.01% | | 5-Year Average Return: | 3.49% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.68% | |
Worst 1-Yr Total Return (2008): | -34.09% | |
Best 3-Yr Total Return (2006-8): | -6.52% | |
Worst 3-Yr Total Return (2006-8): | -6.52% |
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| 1-Year: | -9.99% | | 3-Year: | -3.13% | | 5-Year: | 2.94% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PEMGX | Category | Diff | Index* | Diff | | Year To Date | 29.01 | 30.74 | -1.73 | 24.07 | 4.94 | | 1-Month | 5.55 | 4.28 | 1.27 | 6.00 | -0.45 | | 3-Month | 7.61 | 5.45 | 2.16 | 7.91 | -0.3 | | 1-Year | 32.88 | 36.41 | -3.53 | 25.39 | 7.49 | | 3-Year | -2.34 | -6.04 | 3.7 | -5.79 | 3.45 | | 5-Year | 3.49 | 0.99 | 2.5 | 0.71 | 2.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.62 | 54.55 | -10.93 | 45.76 | -2.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.40 | -16.09 | -1.31 | -18.25 | 0.85 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEMGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.09 | -39.18 | 5.09 | | 2007 | | | 9.01 | 4.85 | 4.16 | | 2006 | | | 13.68 | 14.03 | -0.35 | | 2005 | | | N/A | 9.25 | N/A | | 2004 | | | N/A | 16.30 | N/A | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PEMGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.84 | 17.51 | 15.55 | N/A | | 2008 | -6.59 | 5.43 | -12.07 | -23.89 | | 2007 | 3.15 | 8.39 | -0.13 | -2.36 | | 2006 | 4.42 | -1.69 | 3.52 | 6.98 | | 2005 | N/A | N/A | 6.19 | 1.64 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 238 | 450 | 52.89 | | 1-Month | 320 | 479 | 66.81 | | 3-Month | 47 | 476 | 9.87 | | 6-Month | 236 | 472 | 50.00 | | 1-Year | 258 | 450 | 57.33 | | 3-Year | 49 | 367 | 13.35 | | 5-Year | | 293 | N/A |
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0.12% Nasdaq 
0.33%
Performance
