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| Morningstar Return Rating: | Below average | | Year to Date Return: | 3.35% | | 5-Year Average Return: | 0.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.34% | |
Worst 1-Yr Total Return (2008): | -30.02% | |
Best 3-Yr Total Return (2004-6): | 14.93% | |
Worst 3-Yr Total Return (2006-8): | -4.77% |
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| 1-Year: | -22.53% | | 3-Year: | -9.51% | | 5-Year: | -0.42% | | 10-Year: | 1.49% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PEQIX | Category | Diff | Index* | Diff | | Year To Date | 3.35 | 15.79 | -12.44 | 17.05 | -13.7 | | 1-Month | -0.93 | -2.21 | 1.28 | -1.86 | 0.93 | | 3-Month | 4.20 | 5.62 | -1.42 | 5.48 | -1.28 | | 1-Year | -2.30 | 9.52 | -11.82 | 9.80 | -12.1 | | 3-Year | -8.99 | -8.36 | -0.63 | -7.02 | -1.97 | | 5-Year | 0.33 | 0.18 | 0.15 | 0.33 | 0 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.88 | 46.84 | -15.96 | 45.76 | -14.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.02 | -16.40 | -7.62 | -18.25 | -5.77 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEQIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.02 | -37.09 | 7.07 | | 2007 | | | 0.07 | 1.42 | -1.35 | | 2006 | | | 23.34 | 18.15 | 5.19 | | 2005 | | | 5.45 | 5.95 | -0.50 | | 2004 | | | 16.74 | 12.97 | 3.77 | | 2003 | | | 23.14 | 28.44 | -5.30 | | 2002 | | | -17.02 | -18.69 | 1.67 | | 2001 | | | -5.77 | -4.99 | -0.78 | | 2000 | | | 13.05 | 7.87 | 5.18 | | 1999 | | | 0.77 | 6.72 | -5.95 |
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| PAST QUARTERLY RETURNS (%) FOR
PEQIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.95 | 9.67 | 13.18 | N/A | | 2008 | -5.87 | -0.74 | -4.94 | -21.21 | | 2007 | 3.24 | 3.89 | -0.98 | -5.77 | | 2006 | 5.60 | 2.56 | 5.81 | 7.62 | | 2005 | 0.04 | 1.77 | 3.09 | 0.47 | | 2004 | 2.11 | 1.36 | 3.13 | 9.36 | | 2003 | -5.79 | 14.84 | 1.46 | 12.17 | | 2002 | 3.07 | -8.64 | -18.00 | 7.47 | | 2001 | -6.10 | 3.50 | -7.85 | 5.21 | | 2000 | -3.95 | 3.37 | 7.18 | 6.24 | | 1999 | N/A | N/A | N/A | 1.85 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1308 | 1335 | 97.98 | | 1-Month | 206 | 1379 | 14.94 | | 3-Month | 1080 | 1368 | 78.95 | | 6-Month | 1292 | 1346 | 95.99 | | 1-Year | 1075 | 1318 | 81.56 | | 3-Year | 566 | 1124 | 50.36 | | 5-Year | 405 | 934 | 43.36 |
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0.50% Nasdaq 
Performance
