|
| Morningstar Return Rating: | Average | | Year to Date Return: | 21.69% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.62% | |
Worst 1-Yr Total Return (2008): | -33.61% | |
Best 3-Yr Total Return (2006-8): | -5.18% | |
Worst 3-Yr Total Return (2006-8): | -5.18% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFSLX | Category | Diff | Index* | Diff | | Year To Date | 21.69 | 30.74 | -9.05 | 24.07 | -2.38 | | 1-Month | 2.41 | 4.28 | -1.87 | 6.00 | -3.59 | | 3-Month | 3.02 | 5.45 | -2.43 | 7.91 | -4.89 | | 1-Year | 24.38 | 36.41 | -12.03 | 25.39 | -1.01 | | 3-Year | -4.89 | -6.04 | 1.15 | -5.79 | 0.9 | | 5-Year | N/A | 0.99 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.50 | 54.55 | -12.05 | 45.76 | -3.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.83 | -16.09 | -0.74 | -18.25 | 1.42 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFSLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.61 | -39.18 | 5.57 | | 2007 | | | 5.57 | 4.85 | 0.72 | | 2006 | | | 21.62 | 14.03 | 7.59 | | 2005 | | | N/A | 9.25 | N/A | | 2004 | | | N/A | 16.30 | N/A | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PFSLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.83 | 16.63 | 14.96 | N/A | | 2008 | -10.14 | 0.20 | -3.22 | -23.81 | | 2007 | 2.61 | 6.55 | -3.14 | -0.30 | | 2006 | 12.18 | -3.31 | 2.89 | 8.99 | | 2005 | N/A | 3.63 | 5.82 | 0.23 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 396 | 450 | 88.00 | | 1-Month | 378 | 479 | 78.91 | | 3-Month | 385 | 476 | 80.88 | | 6-Month | 424 | 472 | 89.83 | | 1-Year | 334 | 450 | 74.22 | | 3-Year | 120 | 367 | 32.70 | | 5-Year | | 293 | N/A |
|
|
|
|
|