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| Morningstar Return Rating: | Below average | | Year to Date Return: | 4.06% | | 5-Year Average Return: | -1.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.07% | |
Worst 1-Yr Total Return (2008): | -34.32% | |
Best 3-Yr Total Return (2004-6): | 9.28% | |
Worst 3-Yr Total Return (2006-8): | -7.62% |
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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 | PFEQX | Category | Diff | Index* | Diff | | Year To Date | 4.06 | 18.65 | -14.59 | 17.05 | -12.99 | | 1-Month | -1.62 | -2.18 | 0.56 | -1.86 | 0.24 | | 3-Month | 3.25 | 5.08 | -1.83 | 5.48 | -2.23 | | 1-Year | -0.66 | 11.86 | -12.52 | 9.80 | -10.46 | | 3-Year | -8.14 | -6.78 | -1.36 | -7.02 | -1.12 | | 5-Year | -1.04 | 0.49 | -1.53 | 0.33 | -1.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.60 | 45.26 | -20.66 | 45.76 | -21.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.66 | -15.99 | -6.67 | -18.25 | -4.41 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.32 | -37.79 | 3.47 | | 2007 | | | 9.89 | 6.16 | 3.73 | | 2006 | | | 9.21 | 14.17 | -4.96 | | 2005 | | | 7.58 | 5.88 | 1.70 | | 2004 | | | 11.07 | 10.02 | 1.05 | | 2003 | | | 20.10 | 27.05 | -6.95 | | 2002 | | | -21.83 | -22.25 | 0.42 | | 2001 | | | -10.31 | -13.50 | 3.19 | | 2000 | | | -12.62 | -6.31 | -6.31 | | 1999 | | | 15.66 | 20.16 | -4.50 |
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| PAST QUARTERLY RETURNS (%) FOR
PFEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.30 | 7.49 | 10.93 | N/A | | 2008 | -11.30 | 0.05 | -8.73 | -18.91 | | 2007 | 2.71 | 3.48 | 2.93 | 0.46 | | 2006 | 6.75 | -3.50 | -0.69 | 6.74 | | 2005 | 0.19 | 1.65 | 5.10 | 0.51 | | 2004 | 1.04 | 1.49 | -0.37 | 8.71 | | 2003 | -3.81 | 12.40 | 0.62 | 10.39 | | 2002 | -0.75 | -12.62 | -15.97 | 7.27 | | 2001 | -10.62 | 4.94 | -11.26 | 7.75 | | 2000 | 0.26 | -2.44 | -3.38 | -7.54 | | 1999 | N/A | N/A | N/A | 12.76 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1972 | 2013 | 97.96 | | 1-Month | 717 | 2110 | 33.98 | | 3-Month | 1630 | 2090 | 77.99 | | 6-Month | 1967 | 2049 | 96.00 | | 1-Year | 1554 | 1999 | 77.74 | | 3-Year | 1050 | 1694 | 61.98 | | 5-Year | 918 | 1352 | 67.90 |
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0.50% Nasdaq 0.00%
Performance
