|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 37.21% | | 5-Year Average Return: | 4.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 17.96% | |
Worst 1-Yr Total Return (2008): | -40.92% | |
Best 3-Yr Total Return (2005-7): | 13.26% | |
Worst 3-Yr Total Return (2006-8): | -10.05% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PEQZX | Category | Diff | Index* | Diff | | Year To Date | 37.21 | 31.20 | 6.01 | 24.07 | 13.14 | | 1-Month | 5.34 | 5.67 | -0.33 | 6.00 | -0.66 | | 3-Month | 8.11 | 8.18 | -0.07 | 7.91 | 0.2 | | 1-Year | 39.33 | 34.04 | 5.29 | 25.39 | 13.94 | | 3-Year | -3.46 | -3.89 | 0.43 | -5.79 | 2.33 | | 5-Year | 4.05 | 1.25 | 2.8 | 0.71 | 3.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.35 | 43.84 | 4.51 | 45.76 | 2.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.20 | -18.03 | 0.83 | -18.25 | 1.05 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEQZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.92 | -40.67 | -0.25 | | 2007 | | | 9.97 | 13.35 | -3.38 | | 2006 | | | 12.00 | 7.05 | 4.95 | | 2005 | | | 17.96 | 6.71 | 11.25 | | 2004 | | | 9.72 | 7.81 | 1.91 | | 2003 | | | 31.64 | 28.66 | 2.98 | | 2002 | | | -22.67 | -27.64 | 4.97 | | 2001 | | | -11.93 | -22.30 | 10.37 | | 2000 | | | 4.95 | -13.05 | 18.00 | | 1999 | | | 12.81 | 38.87 | -26.06 |
|
| PAST QUARTERLY RETURNS (%) FOR
PEQZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.00 | 18.13 | 15.97 | N/A | | 2008 | -12.06 | 5.69 | -16.55 | -23.82 | | 2007 | 2.62 | 6.36 | 2.40 | -1.60 | | 2006 | 3.84 | -3.44 | 4.79 | 6.61 | | 2005 | -2.74 | 4.08 | 12.47 | 3.61 | | 2004 | 1.41 | 1.09 | -1.66 | 8.84 | | 2003 | -4.25 | 16.88 | 3.89 | 13.22 | | 2002 | 0.50 | -12.24 | -17.74 | 6.59 | | 2001 | -10.59 | 4.91 | -15.77 | 11.48 | | 2000 | -4.40 | -1.53 | 9.60 | 1.73 | | 1999 | N/A | N/A | N/A | 9.66 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 309 | 1818 | 17.00 | | 1-Month | 324 | 1906 | 17.00 | | 3-Month | 1294 | 1904 | 67.96 | | 6-Month | 858 | 1866 | 45.98 | | 1-Year | 216 | 1815 | 11.90 | | 3-Year | 534 | 1537 | 34.74 | | 5-Year | 83 | 1273 | 6.52 |
|
|
|
|
|
0.08% Nasdaq 
0.31%
Performance
