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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.95% | | 5-Year Average Return: | -0.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.26% | |
Worst 1-Yr Total Return (2008): | -40.60% | |
Best 3-Yr Total Return (2004-6): | 12.35% | |
Worst 3-Yr Total Return (2006-8): | -10.29% |
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| 1-Year: | -8.68% | | 3-Year: | -7.20% | | 5-Year: | 0.73% | | 10-Year: | 1.46% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PHGCX | Category | Diff | Index* | Diff | | Year To Date | 21.95 | 25.10 | -3.15 | 24.07 | -2.12 | | 1-Month | 5.02 | 5.28 | -0.26 | 6.00 | -0.98 | | 3-Month | 6.89 | 7.01 | -0.12 | 7.91 | -1.02 | | 1-Year | 24.93 | 28.01 | -3.08 | 25.39 | -0.46 | | 3-Year | -8.04 | -5.87 | -2.17 | -5.79 | -2.25 | | 5-Year | -0.18 | 0.64 | -0.82 | 0.71 | -0.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.63 | 46.08 | -1.45 | 45.76 | -1.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.18 | -17.41 | -2.77 | -18.25 | -1.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.60 | -37.79 | -2.81 | | 2007 | | | 5.46 | 6.16 | -0.70 | | 2006 | | | 15.26 | 14.17 | 1.09 | | 2005 | | | 8.74 | 5.88 | 2.86 | | 2004 | | | 13.14 | 10.02 | 3.12 | | 2003 | | | 33.46 | 27.05 | 6.41 | | 2002 | | | -21.33 | -22.25 | 0.92 | | 2001 | | | -10.36 | -13.50 | 3.14 | | 2000 | | | -2.60 | -6.31 | 3.71 | | 1999 | | | 26.43 | 20.16 | 6.27 |
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| PAST QUARTERLY RETURNS (%) FOR
PHGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.92 | 16.31 | 15.74 | N/A | | 2008 | -11.02 | -2.51 | -11.97 | -22.21 | | 2007 | 1.38 | 6.10 | 1.92 | -3.80 | | 2006 | 6.45 | -2.10 | 2.78 | 7.60 | | 2005 | -2.22 | 3.29 | 5.71 | 1.86 | | 2004 | 3.45 | 0.09 | -1.89 | 11.38 | | 2003 | -4.85 | 17.65 | 5.56 | 12.95 | | 2002 | 1.47 | -11.28 | -18.91 | 7.77 | | 2001 | -10.06 | 5.16 | -16.84 | 13.97 | | 2000 | 4.23 | -3.68 | 1.33 | -4.25 | | 1999 | N/A | N/A | N/A | 19.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1515 | 2021 | 74.96 | | 1-Month | 2028 | 2113 | 95.98 | | 3-Month | 1693 | 2091 | 80.97 | | 6-Month | 1403 | 2064 | 67.97 | | 1-Year | 1310 | 2011 | 65.14 | | 3-Year | 1288 | 1707 | 75.45 | | 5-Year | 860 | 1360 | 63.24 |
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0.02% Nasdaq 
Performance
