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| Morningstar Return Rating: | Low | | Year to Date Return: | 9.42% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -7.30% | |
Worst 1-Yr Total Return (2008): | -40.33% | |
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 | PEVSX | Category | Diff | Index* | Diff | | Year To Date | 9.42 | 22.72 | -13.3 | 24.07 | -14.65 | | 1-Month | 4.68 | 3.14 | 1.54 | 6.00 | -1.32 | | 3-Month | 4.41 | 3.09 | 1.32 | 7.91 | -3.5 | | 1-Year | 10.13 | 29.36 | -19.23 | 25.39 | -15.26 | | 3-Year | -15.30 | -8.14 | -7.16 | -5.79 | -9.51 | | 5-Year | N/A | -0.30 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.99 | 57.49 | -26.5 | 45.76 | -14.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -32.00 | -19.40 | -12.6 | -18.25 | -13.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEVSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.33 | -36.56 | -3.77 | | 2007 | | | -7.30 | -1.10 | -6.20 | | 2006 | | | N/A | 15.03 | N/A | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PEVSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.83 | 7.63 | 19.00 | N/A | | 2008 | -8.43 | 2.29 | -9.06 | -29.95 | | 2007 | -0.66 | 3.22 | -6.15 | -3.67 | | 2006 | N/A | -7.25 | -4.51 | 8.46 | | 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 | 637 | 657 | 96.96 | | 1-Month | 672 | 679 | 98.97 | | 3-Month | 563 | 671 | 83.90 | | 6-Month | 583 | 663 | 87.93 | | 1-Year | 560 | 646 | 86.69 | | 3-Year | 472 | 573 | 82.37 | | 5-Year | | 475 | N/A |
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1.27% Nasdaq 0.00%
Performance
