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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.85% | | 5-Year Average Return: | 0.55% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.04% | |
Worst 1-Yr Total Return (2008): | -40.21% | |
Best 3-Yr Total Return (2004-6): | 13.20% | |
Worst 3-Yr Total Return (2006-8): | -9.67% |
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| 1-Year: | -12.23% | | 3-Year: | -8.26% | | 5-Year: | 0.33% | | 10-Year: | 1.64% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PHGAX | Category | Diff | Index* | Diff | | Year To Date | 22.85 | 25.10 | -2.25 | 24.07 | -1.22 | | 1-Month | 5.08 | 5.28 | -0.2 | 6.00 | -0.92 | | 3-Month | 7.16 | 7.01 | 0.15 | 7.91 | -0.75 | | 1-Year | 25.84 | 28.01 | -2.17 | 25.39 | 0.45 | | 3-Year | -7.36 | -5.87 | -1.49 | -5.79 | -1.57 | | 5-Year | 0.55 | 0.64 | -0.09 | 0.71 | -0.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.16 | 46.08 | -0.92 | 45.76 | -0.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.63 | -17.41 | -2.22 | -18.25 | -1.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.21 | -37.79 | -2.42 | | 2007 | | | 6.22 | 6.16 | 0.06 | | 2006 | | | 16.04 | 14.17 | 1.87 | | 2005 | | | 9.68 | 5.88 | 3.80 | | 2004 | | | 13.98 | 10.02 | 3.96 | | 2003 | | | 34.42 | 27.05 | 7.37 | | 2002 | | | -20.67 | -22.25 | 1.58 | | 2001 | | | -9.74 | -13.50 | 3.76 | | 2000 | | | -1.97 | -6.31 | 4.34 | | 1999 | | | 27.28 | 20.16 | 7.12 |
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| PAST QUARTERLY RETURNS (%) FOR
PHGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.62 | 16.43 | 15.95 | N/A | | 2008 | -10.86 | -2.34 | -11.78 | -22.16 | | 2007 | 1.58 | 6.29 | 2.13 | -3.66 | | 2006 | 6.59 | -1.91 | 2.93 | 7.84 | | 2005 | -1.98 | 3.39 | 6.01 | 2.09 | | 2004 | 3.70 | 0.17 | -1.65 | 11.56 | | 2003 | -4.73 | 17.94 | 5.83 | 13.05 | | 2002 | 1.73 | -11.15 | -18.72 | 7.98 | | 2001 | -9.87 | 5.28 | -16.61 | 14.07 | | 2000 | 4.45 | -3.58 | 1.55 | -4.14 | | 1999 | N/A | N/A | N/A | 20.08 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1434 | 2021 | 70.95 | | 1-Month | 2028 | 2113 | 95.98 | | 3-Month | 1547 | 2091 | 73.98 | | 6-Month | 1238 | 2064 | 59.98 | | 1-Year | 1228 | 2011 | 61.06 | | 3-Year | 1195 | 1707 | 70.01 | | 5-Year | 640 | 1360 | 47.06 |
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0.09% Nasdaq 
Performance
