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| Morningstar Return Rating: | Low | | Year to Date Return: | 21.66% | | 5-Year Average Return: | -1.31% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 16.84% | |
Worst 1-Yr Total Return (2008): | -35.90% | |
Best 3-Yr Total Return (2004-6): | 9.46% | |
Worst 3-Yr Total Return (2006-8): | -11.97% |
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| 1-Year: | -8.24% | | 3-Year: | -5.08% | | 5-Year: | 0.09% | | 10-Year: | 4.63% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PEVCX | Category | Diff | Index* | Diff | | Year To Date | 21.66 | 23.00 | -1.34 | 17.05 | 4.61 | | 1-Month | -5.37 | -3.83 | -1.54 | -1.86 | -3.51 | | 3-Month | 3.52 | 6.04 | -2.52 | 5.48 | -1.96 | | 1-Year | 14.07 | 17.86 | -3.79 | 9.80 | 4.27 | | 3-Year | -7.96 | -6.76 | -1.2 | -7.02 | -0.94 | | 5-Year | -1.31 | 1.68 | -2.99 | 0.33 | -1.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.50 | 55.15 | 12.35 | 45.76 | 21.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.80 | -15.15 | -1.65 | -18.25 | 1.45 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.90 | -36.77 | 0.87 | | 2007 | | | -3.13 | 0.83 | -3.96 | | 2006 | | | 9.86 | 15.87 | -6.01 | | 2005 | | | 2.18 | 8.82 | -6.64 | | 2004 | | | 16.84 | 17.85 | -1.01 | | 2003 | | | 37.32 | 33.85 | 3.47 | | 2002 | | | -16.75 | -13.25 | -3.50 | | 2001 | | | 20.11 | 6.67 | 13.44 | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PEVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.45 | 27.19 | 20.98 | N/A | | 2008 | -8.10 | -5.11 | 1.95 | -27.90 | | 2007 | 4.62 | 7.00 | -5.93 | -8.01 | | 2006 | 6.80 | -5.12 | 1.20 | 7.12 | | 2005 | -0.20 | 1.86 | 1.48 | -0.95 | | 2004 | 4.25 | 2.75 | -2.68 | 12.08 | | 2003 | -5.54 | 20.83 | 5.56 | 13.97 | | 2002 | 10.97 | -6.96 | -22.72 | 4.34 | | 2001 | 2.28 | 10.31 | -10.18 | 18.52 | | 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 | 254 | 424 | 59.91 | | 1-Month | 431 | 445 | 96.85 | | 3-Month | 431 | 440 | 97.95 | | 6-Month | 311 | 433 | 71.82 | | 1-Year | 192 | 419 | 45.82 | | 3-Year | 205 | 339 | 60.47 | | 5-Year | 199 | 249 | 79.92 |
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Performance
