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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.02% | | 5-Year Average Return: | -0.54% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 7.30% | |
Worst 1-Yr Total Return (2008): | -34.85% | |
Best 3-Yr Total Return (2005-7): | 5.55% | |
Worst 3-Yr Total Return (2006-8): | -9.49% |
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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 | PGRSX | Category | Diff | Index* | Diff | | Year To Date | 24.02 | 31.20 | -7.18 | 24.07 | -0.05 | | 1-Month | 5.01 | 5.67 | -0.66 | 6.00 | -0.99 | | 3-Month | 9.18 | 8.18 | 1 | 7.91 | 1.27 | | 1-Year | 25.34 | 34.04 | -8.7 | 25.39 | -0.05 | | 3-Year | -4.58 | -3.89 | -0.69 | -5.79 | 1.21 | | 5-Year | -0.54 | 1.25 | -1.79 | 0.71 | -1.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.67 | 43.84 | -9.17 | 45.76 | -11.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.10 | -18.03 | 0.93 | -18.25 | 1.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PGRSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.85 | -40.67 | 5.82 | | 2007 | | | 7.30 | 13.35 | -6.05 | | 2006 | | | 6.09 | 7.05 | -0.96 | | 2005 | | | 3.31 | 6.71 | -3.40 | | 2004 | | | 2.45 | 7.81 | -5.36 | | 2003 | | | 27.19 | 28.66 | -1.47 | | 2002 | | | -33.89 | -27.64 | -6.25 | | 2001 | | | -23.17 | -22.30 | -0.87 | | 2000 | | | -2.99 | -13.05 | 10.06 | | 1999 | | | 37.19 | 38.87 | -1.68 |
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| PAST QUARTERLY RETURNS (%) FOR
PGRSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.89 | 13.37 | 12.05 | N/A | | 2008 | -10.85 | 2.40 | -12.29 | -18.64 | | 2007 | 1.39 | 5.29 | 0.94 | -0.43 | | 2006 | 4.65 | -5.50 | 1.90 | 5.27 | | 2005 | -3.44 | 1.30 | 3.27 | 2.26 | | 2004 | -1.05 | 0.47 | -4.47 | 7.87 | | 2003 | -1.63 | 13.75 | 3.85 | 9.46 | | 2002 | -5.89 | -18.68 | -17.07 | 4.18 | | 2001 | -24.23 | 6.67 | -19.79 | 18.51 | | 2000 | 12.18 | 1.31 | -3.12 | -11.89 | | 1999 | N/A | N/A | N/A | 30.11 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1527 | 1818 | 83.99 | | 1-Month | 1677 | 1906 | 87.99 | | 3-Month | 685 | 1904 | 35.98 | | 6-Month | 1063 | 1866 | 56.97 | | 1-Year | 1338 | 1815 | 73.72 | | 3-Year | 878 | 1537 | 57.12 | | 5-Year | 883 | 1273 | 69.36 |
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