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| Morningstar Return Rating: | Below average | | Year to Date Return: | 4.94% | | 5-Year Average Return: | 1.38% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 17.40% | |
Worst 1-Yr Total Return (2008): | -23.19% | |
Best 3-Yr Total Return (2005-7): | 6.08% | |
Worst 3-Yr Total Return (2006-8): | -4.29% |
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| 1-Year: | -12.01% | | 3-Year: | -0.86% | | 5-Year: | 2.83% | | 10-Year: | 1.73% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFWAX | Category | Diff | Index* | Diff | | Year To Date | 4.94 | 25.80 | -20.86 | 17.05 | -12.11 | | 1-Month | -5.29 | -4.37 | -0.92 | -1.86 | -3.43 | | 3-Month | 1.49 | 4.09 | -2.6 | 5.48 | -3.99 | | 1-Year | 10.12 | 16.23 | -6.11 | 9.80 | 0.32 | | 3-Year | -1.54 | -5.36 | 3.82 | -7.02 | 5.48 | | 5-Year | 1.38 | 1.68 | -0.3 | 0.33 | 1.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.71 | 47.87 | -6.16 | 45.76 | -4.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.42 | -19.87 | 2.45 | -18.25 | 0.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.19 | -43.77 | 20.58 | | 2007 | | | 17.40 | 15.09 | 2.31 | | 2006 | | | -2.77 | 9.00 | -11.77 | | 2005 | | | 4.59 | 9.84 | -5.25 | | 2004 | | | 10.27 | 13.23 | -2.96 | | 2003 | | | 47.54 | 35.96 | 11.58 | | 2002 | | | -35.82 | -27.24 | -8.58 | | 2001 | | | -23.85 | -19.98 | -3.87 | | 2000 | | | -10.34 | -4.78 | -5.56 | | 1999 | | | 142.97 | 60.49 | 82.48 |
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| PAST QUARTERLY RETURNS (%) FOR
PFWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.38 | 15.16 | 13.70 | N/A | | 2008 | -7.43 | 0.18 | -1.71 | -15.74 | | 2007 | 4.76 | 5.33 | 3.84 | 2.46 | | 2006 | 7.59 | -9.35 | -3.67 | 3.49 | | 2005 | -7.74 | 4.15 | 2.39 | 6.31 | | 2004 | 4.00 | 0.56 | -12.20 | 20.09 | | 2003 | 0.72 | 24.54 | 7.58 | 9.33 | | 2002 | -6.86 | -18.57 | -26.80 | 15.62 | | 2001 | -28.97 | 20.94 | -31.49 | 29.41 | | 2000 | 18.74 | -2.86 | 7.30 | -27.56 | | 1999 | N/A | N/A | N/A | 73.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 831 | 848 | 98.00 | | 1-Month | 873 | 901 | 96.89 | | 3-Month | 880 | 898 | 98.00 | | 6-Month | 824 | 868 | 94.93 | | 1-Year | 611 | 847 | 72.14 | | 3-Year | 124 | 749 | 16.56 | | 5-Year | 343 | 636 | 53.93 |
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1.48% Nasdaq 0.00%
Performance
