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| Morningstar Return Rating: | High | | Year to Date Return: | 83.51% | | 5-Year Average Return: | 8.62% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 21.91% | |
Worst 1-Yr Total Return (2008): | -35.51% | |
Best 3-Yr Total Return (2004-6): | 13.85% | |
Worst 3-Yr Total Return (2006-8): | -9.29% |
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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 | PFSZX | Category | Diff | Index* | Diff | | Year To Date | 83.51 | 24.03 | 59.48 | 24.07 | 59.44 | | 1-Month | 4.32 | 3.09 | 1.23 | 6.00 | -1.68 | | 3-Month | 6.24 | 0.88 | 5.36 | 7.91 | -1.67 | | 1-Year | 92.24 | 25.06 | 67.18 | 25.39 | 66.85 | | 3-Year | 5.33 | -14.98 | 20.31 | -5.79 | 11.12 | | 5-Year | 8.62 | -5.72 | 14.34 | 0.71 | 7.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 105.75 | 76.37 | 29.38 | 45.76 | 59.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 29.74 | -13.82 | 43.56 | -18.25 | 47.99 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFSZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.51 | -43.91 | 8.40 | | 2007 | | | -5.05 | -11.64 | 6.59 | | 2006 | | | 21.91 | 16.90 | 5.01 | | 2005 | | | 4.10 | 6.74 | -2.64 | | 2004 | | | 16.27 | 14.02 | 2.25 | | 2003 | | | 29.94 | 33.56 | -3.62 | | 2002 | | | -13.17 | -10.28 | -2.89 | | 2001 | | | -1.16 | -2.05 | 0.89 | | 2000 | | | 35.19 | 27.74 | 7.45 | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PFSZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.84 | 37.65 | 27.68 | N/A | | 2008 | -16.78 | -0.94 | -8.05 | -14.93 | | 2007 | -1.73 | 5.35 | -1.77 | -6.63 | | 2006 | 7.14 | -4.21 | 7.23 | 10.78 | | 2005 | -6.98 | 5.10 | 2.54 | 3.85 | | 2004 | 7.48 | -4.08 | 2.98 | 9.52 | | 2003 | -4.85 | 19.43 | 2.55 | 11.50 | | 2002 | 4.71 | -6.60 | -17.88 | 8.11 | | 2001 | -5.97 | 9.59 | -11.18 | 7.98 | | 2000 | -1.30 | 0.55 | 23.93 | 9.92 | | 1999 | N/A | N/A | N/A | 8.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1 | 129 | 0.78 | | 1-Month | 81 | 129 | 62.79 | | 3-Month | 15 | 129 | 11.63 | | 6-Month | 11 | 129 | 8.53 | | 1-Year | 1 | 122 | 0.82 | | 3-Year | 3 | 107 | 2.80 | | 5-Year | 2 | 101 | 1.98 |
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0.26% Nasdaq 0.00%
Performance
