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| Morningstar Return Rating: | Above average | | Year to Date Return: | 62.10% | | 5-Year Average Return: | 15.19% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 41.29% | |
Worst 1-Yr Total Return (2008): | -54.61% | |
Best 3-Yr Total Return (2005-7): | 37.82% | |
Worst 3-Yr Total Return (2006-8): | -4.27% |
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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 | PESSX | Category | Diff | Index* | Diff | | Year To Date | 62.10 | 67.76 | -5.66 | 29.91 | 32.19 | | 1-Month | 6.84 | 5.36 | 1.48 | 2.00 | 4.84 | | 3-Month | 14.80 | 13.28 | 1.52 | 4.58 | 10.22 | | 1-Year | 74.23 | 80.33 | -6.1 | 37.72 | 36.51 | | 3-Year | 2.93 | 2.54 | 0.39 | -5.52 | 8.45 | | 5-Year | 15.19 | 13.59 | 1.6 | 4.13 | 11.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.93 | 85.38 | -6.45 | 59.35 | 19.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.66 | -8.10 | -7.56 | -14.95 | -0.71 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PESSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.61 | -54.44 | -0.17 | | 2007 | | | 41.29 | 36.68 | 4.61 | | 2006 | | | 36.81 | 32.06 | 4.75 | | 2005 | | | 35.44 | 31.54 | 3.90 | | 2004 | | | 25.48 | 23.54 | 1.94 | | 2003 | | | 56.28 | 55.19 | 1.09 | | 2002 | | | -7.18 | -6.05 | -1.13 | | 2001 | | | -3.70 | -3.83 | 0.13 | | 2000 | | | N/A | -30.33 | N/A | | 1999 | | | N/A | 70.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PESSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.47 | 28.98 | 22.47 | N/A | | 2008 | -12.24 | 1.02 | -29.13 | -27.76 | | 2007 | 4.03 | 15.75 | 13.67 | 3.24 | | 2006 | 15.26 | -3.88 | 4.98 | 17.63 | | 2005 | 1.65 | 3.72 | 19.50 | 7.50 | | 2004 | 8.20 | -11.00 | 8.66 | 19.93 | | 2003 | -6.63 | 21.89 | 15.83 | 18.56 | | 2002 | 11.90 | -7.88 | -16.12 | 7.35 | | 2001 | -7.65 | 8.08 | -23.89 | 26.79 | | 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 | 255 | 365 | 69.86 | | 1-Month | 160 | 381 | 41.99 | | 3-Month | 172 | 376 | 45.74 | | 6-Month | 220 | 373 | 58.98 | | 1-Year | 193 | 354 | 54.52 | | 3-Year | 105 | 260 | 40.38 | | 5-Year | 33 | 194 | 17.01 |
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