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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.56% | | 5-Year Average Return: | 0.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.05% | |
Worst 1-Yr Total Return (2008): | -33.93% | |
Best 3-Yr Total Return (2004-6): | 7.07% | |
Worst 3-Yr Total Return (2006-8): | -8.76% |
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| 1-Year: | 3.14% | | 3-Year: | -2.94% | | 5-Year: | 1.15% | | 10-Year: | 4.07% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PHIKX | Category | Diff | Index* | Diff | | Year To Date | 28.56 | 37.83 | -9.27 | N/A | N/A | | 1-Month | 2.77 | 3.08 | -0.31 | N/A | N/A | | 3-Month | 5.12 | 6.43 | -1.31 | N/A | N/A | | 1-Year | 36.40 | 44.73 | -8.33 | N/A | N/A | | 3-Year | -3.60 | -0.80 | -2.8 | N/A | N/A | | 5-Year | 0.47 | 2.56 | -2.09 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.77 | 40.71 | -12.94 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.67 | -8.58 | -2.09 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHIKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.93 | -33.38 | -0.55 | | 2007 | | | 5.61 | 7.51 | -1.90 | | 2006 | | | 8.86 | 10.72 | -1.86 | | 2005 | | | 2.46 | 3.59 | -1.13 | | 2004 | | | 10.05 | 9.03 | 1.02 | | 2003 | | | 24.96 | 26.24 | -1.28 | | 2002 | | | -10.34 | -7.77 | -2.57 | | 2001 | | | -8.60 | -6.57 | -2.03 | | 2000 | | | 14.13 | 2.52 | 11.61 | | 1999 | | | 25.95 | 29.21 | -3.26 |
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| PAST QUARTERLY RETURNS (%) FOR
PHIKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.85 | 9.16 | 12.14 | N/A | | 2008 | -6.70 | 0.88 | -14.32 | -18.08 | | 2007 | 2.50 | 3.82 | 1.50 | -2.23 | | 2006 | 3.33 | -0.65 | 2.85 | 3.11 | | 2005 | -3.47 | 0.60 | 5.95 | -0.42 | | 2004 | 2.98 | -0.06 | -0.11 | 7.05 | | 2003 | 0.30 | 9.54 | 2.76 | 10.69 | | 2002 | 2.06 | -5.33 | -10.80 | 4.03 | | 2001 | -9.14 | 3.80 | -8.56 | 5.99 | | 2000 | 13.33 | -3.72 | 4.02 | 0.55 | | 1999 | N/A | N/A | N/A | 17.11 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 69 | 75 | 92.00 | | 1-Month | 59 | 81 | 72.84 | | 3-Month | 61 | 81 | 75.31 | | 6-Month | 75 | 81 | 92.59 | | 1-Year | 52 | 75 | 69.33 | | 3-Year | 41 | 61 | 67.21 | | 5-Year | 39 | 57 | 68.42 |
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0.49% Nasdaq 
Performance
