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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.98% | | 5-Year Average Return: | 2.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.93% | |
Worst 1-Yr Total Return (2008): | -36.45% | |
Best 3-Yr Total Return (2004-6): | 12.59% | |
Worst 3-Yr Total Return (2006-8): | -9.10% |
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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 | PESPX | Category | Diff | Index* | Diff | | Year To Date | 28.98 | 30.74 | -1.76 | 24.07 | 4.91 | | 1-Month | 4.02 | 4.28 | -0.26 | 6.00 | -1.98 | | 3-Month | 4.88 | 5.45 | -0.57 | 7.91 | -3.03 | | 1-Year | 35.18 | 36.41 | -1.23 | 25.39 | 9.79 | | 3-Year | -4.28 | -6.04 | 1.76 | -5.79 | 1.51 | | 5-Year | 2.48 | 0.99 | 1.49 | 0.71 | 1.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.02 | 54.55 | 0.47 | 45.76 | 9.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.36 | -16.09 | -2.27 | -18.25 | -0.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PESPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.45 | -39.18 | 2.73 | | 2007 | | | 7.56 | 4.85 | 2.71 | | 2006 | | | 9.87 | 14.03 | -4.16 | | 2005 | | | 12.05 | 9.25 | 2.80 | | 2004 | | | 15.93 | 16.30 | -0.37 | | 2003 | | | 34.94 | 36.28 | -1.34 | | 2002 | | | -15.02 | -16.55 | 1.53 | | 2001 | | | -1.01 | -3.12 | 2.11 | | 2000 | | | 16.74 | 6.36 | 10.38 | | 1999 | | | 14.02 | 20.92 | -6.90 |
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| PAST QUARTERLY RETURNS (%) FOR
PESPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.59 | 18.65 | 19.81 | N/A | | 2008 | -8.92 | 5.34 | -10.96 | -25.61 | | 2007 | 5.68 | 5.69 | -0.95 | -2.77 | | 2006 | 7.59 | -3.26 | -1.20 | 6.85 | | 2005 | -0.53 | 4.15 | 4.79 | 3.21 | | 2004 | 4.92 | 0.86 | -2.22 | 12.04 | | 2003 | -4.52 | 17.45 | 6.43 | 13.07 | | 2002 | 6.55 | -9.45 | -16.68 | 5.71 | | 2001 | -10.85 | 13.03 | -16.67 | 17.88 | | 2000 | 12.44 | -3.40 | 12.00 | -4.03 | | 1999 | N/A | N/A | N/A | 17.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 153 | 450 | 34.00 | | 1-Month | 225 | 479 | 46.97 | | 3-Month | 209 | 476 | 43.91 | | 6-Month | 169 | 472 | 35.81 | | 1-Year | 127 | 450 | 28.22 | | 3-Year | 90 | 367 | 24.52 | | 5-Year | 73 | 293 | 24.91 |
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0.63% Nasdaq 
0.03%
Performance
