|
| Morningstar Return Rating: | High | | Year to Date Return: | 83.30% | | 5-Year Average Return: | 8.34% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 21.53% | |
Worst 1-Yr Total Return (2008): | -35.78% | |
Best 3-Yr Total Return (2004-6): | 13.56% | |
Worst 3-Yr Total Return (2006-8): | -9.56% |
|
| 1-Year: | 47.73% | | 3-Year: | 5.43% | | 5-Year: | 7.90% | | 10-Year: | 9.60% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFSAX | Category | Diff | Index* | Diff | | Year To Date | 83.30 | 24.03 | 59.27 | 24.07 | 59.23 | | 1-Month | 4.31 | 3.09 | 1.22 | 6.00 | -1.69 | | 3-Month | 6.18 | 0.88 | 5.3 | 7.91 | -1.73 | | 1-Year | 91.88 | 25.06 | 66.82 | 25.39 | 66.49 | | 3-Year | 5.04 | -14.98 | 20.02 | -5.79 | 10.83 | | 5-Year | 8.34 | -5.72 | 14.06 | 0.71 | 7.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 105.65 | 76.37 | 29.28 | 45.76 | 59.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 29.47 | -13.82 | 43.29 | -18.25 | 47.72 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.78 | -43.91 | 8.13 | | 2007 | | | -5.22 | -11.64 | 6.42 | | 2006 | | | 21.53 | 16.90 | 4.63 | | 2005 | | | 3.89 | 6.74 | -2.85 | | 2004 | | | 15.99 | 14.02 | 1.97 | | 2003 | | | 29.57 | 33.56 | -3.99 | | 2002 | | | -13.30 | -10.28 | -3.02 | | 2001 | | | -1.49 | -2.05 | 0.56 | | 2000 | | | 34.89 | 27.74 | 7.15 | | 1999 | | | N/A | -1.79 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PFSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.78 | 37.73 | 27.55 | N/A | | 2008 | -16.85 | -0.95 | -8.18 | -15.07 | | 2007 | -1.76 | 5.27 | -1.88 | -6.60 | | 2006 | 7.13 | -4.25 | 7.06 | 10.67 | | 2005 | -7.10 | 5.06 | 2.56 | 3.80 | | 2004 | 7.44 | -4.18 | 3.00 | 9.39 | | 2003 | -4.97 | 19.34 | 2.48 | 11.49 | | 2002 | 4.64 | -6.54 | -17.94 | 8.03 | | 2001 | -6.06 | 9.61 | -11.35 | 7.91 | | 2000 | -1.30 | 0.55 | 23.74 | 9.84 | | 1999 | N/A | N/A | N/A | 8.10 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1 | 129 | 0.78 | | 1-Month | 83 | 129 | 64.34 | | 3-Month | 16 | 129 | 12.40 | | 6-Month | 16 | 129 | 12.40 | | 1-Year | 2 | 122 | 1.64 | | 3-Year | 4 | 107 | 3.74 | | 5-Year | 4 | 101 | 3.96 |
|
|
|
|
|
0.03% Nasdaq 
0.02 (0.17%) 
Performance
