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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.19% | | 5-Year Average Return: | -2.86% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.57% | |
Worst 1-Yr Total Return (2008): | -41.53% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -4.28% | | 3-Year: | -7.22% | | 5-Year: | -2.75% | | 10-Year: | -6.49% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PHCAX | Category | Diff | Index* | Diff | | Year To Date | 27.19 | 31.20 | -4.01 | 24.07 | 3.12 | | 1-Month | 5.98 | 5.67 | 0.31 | 6.00 | -0.02 | | 3-Month | 10.75 | 8.18 | 2.57 | 7.91 | 2.84 | | 1-Year | 30.57 | 34.04 | -3.47 | 25.39 | 5.18 | | 3-Year | -7.07 | -3.89 | -3.18 | -5.79 | -1.28 | | 5-Year | -2.86 | 1.25 | -4.11 | 0.71 | -3.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.98 | 43.84 | -6.86 | 45.76 | -8.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.30 | -18.03 | -4.27 | -18.25 | -4.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.53 | -40.67 | -0.86 | | 2007 | | | 9.57 | 13.35 | -3.78 | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PHCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.88 | 12.02 | 13.41 | N/A | | 2008 | -13.51 | 4.18 | -18.03 | -20.82 | | 2007 | 0.77 | 7.22 | 2.84 | -1.38 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1218 | 1818 | 67.00 | | 1-Month | 838 | 1906 | 43.97 | | 3-Month | 133 | 1904 | 6.99 | | 6-Month | 578 | 1866 | 30.98 | | 1-Year | 794 | 1815 | 43.75 | | 3-Year | 1108 | 1537 | 72.09 | | 5-Year | | 1273 | N/A |
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0.83% Nasdaq 
Performance
