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| Morningstar Return Rating: | Low | | Year to Date Return: | 4.34% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -7.28% | |
Worst 1-Yr Total Return (2008): | -18.03% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | PETRX | Category | Diff | Index* | Diff | | Year To Date | 4.34 | 22.21 | -17.87 | N/A | N/A | | 1-Month | 1.28 | 3.58 | -2.3 | N/A | N/A | | 3-Month | 2.26 | 5.74 | -3.48 | N/A | N/A | | 1-Year | 4.64 | 26.14 | -21.5 | N/A | N/A | | 3-Year | -7.52 | -2.18 | -5.34 | N/A | N/A | | 5-Year | N/A | 2.20 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.19 | 33.99 | -26.8 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.35 | -9.13 | 0.78 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PETRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.03 | -28.00 | 9.97 | | 2007 | | | -7.28 | 5.99 | -13.27 | | 2006 | | | N/A | 11.29 | N/A | | 2005 | | | N/A | 5.13 | N/A | | 2004 | | | N/A | 8.86 | N/A | | 2003 | | | N/A | 20.35 | N/A | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PETRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.51 | 2.14 | 4.31 | N/A | | 2008 | -0.41 | -4.00 | -9.64 | -5.12 | | 2007 | -3.41 | 1.76 | -2.12 | -3.63 | | 2006 | N/A | -2.12 | 5.40 | 5.70 | | 2005 | N/A | N/A | N/A | N/A | | 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 | 1160 | 1184 | 97.97 | | 1-Month | 1159 | 1233 | 94.00 | | 3-Month | 1204 | 1229 | 97.97 | | 6-Month | 1183 | 1208 | 97.93 | | 1-Year | 967 | 1183 | 81.74 | | 3-Year | 749 | 932 | 80.36 | | 5-Year | | 784 | N/A |
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1.27% Nasdaq 0.00%
Performance
