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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.63% | | 5-Year Average Return: | 2.85% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 5.95% | |
Worst 1-Yr Total Return (2008): | -15.66% | |
Best 3-Yr Total Return (2004-6): | 5.74% | |
Worst 3-Yr Total Return (2006-8): | -3.84% |
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| 1-Year: | 8.87% | | 3-Year: | 1.59% | | 5-Year: | 3.42% | | 10-Year: | 3.83% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PHICX | Category | Diff | Index* | Diff | | Year To Date | 20.63 | 29.02 | -8.39 | 12.53 | 8.1 | | 1-Month | -0.13 | -0.32 | 0.19 | 0.83 | -0.96 | | 3-Month | 4.41 | 5.60 | -1.19 | 2.25 | 2.16 | | 1-Year | 16.18 | 19.35 | -3.17 | 14.17 | 2.01 | | 3-Year | 0.38 | -2.41 | 2.79 | 4.17 | -3.79 | | 5-Year | 2.85 | 1.50 | 1.35 | 4.50 | -1.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.84 | 22.91 | -5.07 | 9.40 | 8.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.92 | -6.58 | 4.66 | 5.67 | -7.59 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -15.66 | -25.27 | 9.61 | | 2007 | | | -0.50 | -3.31 | 2.81 | | 2006 | | | 5.95 | 7.14 | -1.19 | | 2005 | | | 5.83 | 6.35 | -0.52 | | 2004 | | | 5.44 | 6.57 | -1.13 | | 2003 | | | 5.95 | 7.01 | -1.06 | | 2002 | | | 5.86 | 6.29 | -0.43 | | 2001 | | | 4.33 | 5.41 | -1.08 | | 2000 | | | 3.26 | 5.54 | -2.28 | | 1999 | | | -3.38 | -3.71 | 0.33 |
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| PAST QUARTERLY RETURNS (%) FOR
PHICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.31 | 6.16 | 11.29 | N/A | | 2008 | -1.57 | -0.08 | -3.83 | -10.84 | | 2007 | 0.86 | -0.40 | -0.11 | -0.84 | | 2006 | 0.55 | 1.04 | 2.84 | 1.40 | | 2005 | 0.68 | 3.28 | 0.57 | 1.20 | | 2004 | 1.26 | -1.60 | 3.71 | 2.04 | | 2003 | 0.64 | 2.71 | 0.11 | 2.39 | | 2002 | 1.02 | 2.19 | 2.39 | 0.15 | | 2001 | 1.95 | 1.21 | 1.78 | -0.67 | | 2000 | 0.77 | -0.26 | 1.82 | 0.90 | | 1999 | N/A | N/A | N/A | -1.42 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 141 | 151 | 93.38 | | 1-Month | 74 | 153 | 48.37 | | 3-Month | 105 | 153 | 68.63 | | 6-Month | 135 | 151 | 89.40 | | 1-Year | 107 | 149 | 71.81 | | 3-Year | 28 | 130 | 21.54 | | 5-Year | 26 | 108 | 24.07 |
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0.21% Nasdaq 
Performance
