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| Morningstar Return Rating: | Above average | | Year to Date Return: | 45.43% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 1.22% | |
Worst 1-Yr Total Return (2008): | -18.72% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 18.32% | | 3-Year: | 4.81% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PHIAX | Category | Diff | Index* | Diff | | Year To Date | 45.43 | 42.53 | 2.9 | 7.61 | 37.82 | | 1-Month | 1.08 | 1.09 | -0.01 | 1.29 | -0.21 | | 3-Month | 8.16 | 7.76 | 0.4 | 2.86 | 5.3 | | 1-Year | 56.31 | 48.90 | 7.41 | 11.63 | 44.68 | | 3-Year | 6.51 | 2.47 | 4.04 | 6.40 | 0.11 | | 5-Year | N/A | 4.02 | N/A | 5.49 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.78 | 35.54 | 4.24 | 7.06 | 32.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.67 | 0.71 | 10.96 | 7.94 | 3.73 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.72 | -26.41 | 7.69 | | 2007 | | | 1.22 | 1.47 | -0.25 | | 2006 | | | N/A | 10.14 | N/A | | 2005 | | | N/A | 2.59 | N/A | | 2004 | | | N/A | 9.99 | N/A | | 2003 | | | N/A | 24.36 | N/A | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PHIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.08 | 20.87 | 13.60 | N/A | | 2008 | -1.50 | 0.37 | -6.07 | -12.47 | | 2007 | 1.51 | -0.46 | 0.83 | -0.65 | | 2006 | N/A | N/A | 2.80 | 3.54 | | 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 | 190 | 543 | 34.99 | | 1-Month | 68 | 574 | 11.85 | | 3-Month | 165 | 571 | 28.90 | | 6-Month | 150 | 559 | 26.83 | | 1-Year | 132 | 543 | 24.31 | | 3-Year | 10 | 467 | 2.14 | | 5-Year | | 403 | N/A |
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0.02% Nasdaq 
0.02 (0.20%) 
Performance
