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| Morningstar Return Rating: | Below average | | Year to Date Return: | 4.30% | | 5-Year Average Return: | 0.30% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 15.86% | |
Worst 1-Yr Total Return (2008): | -23.71% | |
Best 3-Yr Total Return (2005-7): | 4.70% | |
Worst 3-Yr Total Return (2006-8): | -5.35% |
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| 1-Year: | -8.20% | | 3-Year: | 0.14% | | 5-Year: | 2.93% | | 10-Year: | 1.15% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFWCX | Category | Diff | Index* | Diff | | Year To Date | 4.30 | 25.80 | -21.5 | 17.05 | -12.75 | | 1-Month | -5.34 | -4.37 | -0.97 | -1.86 | -3.48 | | 3-Month | 1.32 | 4.09 | -2.77 | 5.48 | -4.16 | | 1-Year | 9.36 | 16.23 | -6.87 | 9.80 | -0.44 | | 3-Year | -2.47 | -5.36 | 2.89 | -7.02 | 4.55 | | 5-Year | 0.30 | 1.68 | -1.38 | 0.33 | -0.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.20 | 47.87 | -6.67 | 45.76 | -4.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.03 | -19.87 | 1.84 | -18.25 | 0.22 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFWCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.71 | -43.77 | 20.06 | | 2007 | | | 15.86 | 15.09 | 0.77 | | 2006 | | | -4.08 | 9.00 | -13.08 | | 2005 | | | 3.27 | 9.84 | -6.57 | | 2004 | | | 9.01 | 13.23 | -4.22 | | 2003 | | | 45.87 | 35.96 | 9.91 | | 2002 | | | -36.64 | -27.24 | -9.40 | | 2001 | | | -24.91 | -19.98 | -4.93 | | 2000 | | | -11.46 | -4.78 | -6.68 | | 1999 | | | 140.11 | 60.49 | 79.62 |
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| PAST QUARTERLY RETURNS (%) FOR
PFWCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.56 | 14.94 | 13.53 | N/A | | 2008 | -7.59 | 0.00 | -1.89 | -15.85 | | 2007 | 4.30 | 4.91 | 3.55 | 2.26 | | 2006 | 7.25 | -9.64 | -4.01 | 3.11 | | 2005 | -8.02 | 3.83 | 2.06 | 5.96 | | 2004 | 3.70 | 0.26 | -12.44 | 19.75 | | 2003 | 0.46 | 24.09 | 7.36 | 8.99 | | 2002 | -7.09 | -18.86 | -27.06 | 15.22 | | 2001 | -29.22 | 20.64 | -31.86 | 29.04 | | 2000 | 18.42 | -3.12 | 6.93 | -27.82 | | 1999 | N/A | N/A | N/A | 73.43 |
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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 | 882 | 901 | 97.89 | | 3-Month | 880 | 898 | 98.00 | | 6-Month | 833 | 868 | 95.97 | | 1-Year | 621 | 847 | 73.32 | | 3-Year | 172 | 749 | 22.96 | | 5-Year | 403 | 636 | 63.36 |
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