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| Morningstar Return Rating: | Low | | Year to Date Return: | 11.77% | | 5-Year Average Return: | -0.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 3.98% | |
Worst 1-Yr Total Return (2008): | -19.32% | |
Best 3-Yr Total Return (2004-6): | 3.38% | |
Worst 3-Yr Total Return (2006-8): | -4.85% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PHISX | Category | Diff | Index* | Diff | | Year To Date | 11.77 | 14.86 | -3.09 | 7.61 | 4.16 | | 1-Month | 1.81 | 1.13 | 0.68 | 1.29 | 0.52 | | 3-Month | 5.76 | 3.76 | 2 | 2.86 | 2.9 | | 1-Year | 13.56 | 18.84 | -5.28 | 11.63 | 1.93 | | 3-Year | -2.73 | 4.58 | -7.31 | 6.40 | -9.13 | | 5-Year | -0.13 | 4.20 | -4.33 | 5.49 | -5.62 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.95 | 13.91 | -0.96 | 7.06 | 5.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.83 | 6.57 | -15.4 | 7.94 | -16.77 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.32 | -4.70 | -14.62 | | 2007 | | | 2.73 | 4.70 | -1.97 | | 2006 | | | 3.94 | 4.15 | -0.21 | | 2005 | | | 2.23 | 1.80 | 0.43 | | 2004 | | | 3.98 | 3.91 | 0.07 | | 2003 | | | 3.40 | 5.10 | -1.70 | | 2002 | | | 9.47 | 8.04 | 1.43 | | 2001 | | | 6.98 | 7.64 | -0.66 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PHISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.44 | 4.52 | 7.47 | N/A | | 2008 | -2.94 | -1.11 | -5.31 | -11.23 | | 2007 | 1.25 | -0.85 | 1.72 | 0.60 | | 2006 | -0.67 | -0.19 | 3.69 | 1.11 | | 2005 | -0.47 | 2.79 | -0.65 | 0.59 | | 2004 | 2.42 | -2.24 | 2.90 | 0.92 | | 2003 | 1.24 | 2.32 | -0.30 | 0.11 | | 2002 | -0.28 | 3.53 | 4.52 | 1.45 | | 2001 | 2.77 | 0.20 | 4.61 | -0.69 | | 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 | 698 | 1126 | 61.99 | | 1-Month | 420 | 1168 | 35.96 | | 3-Month | 81 | 1158 | 6.99 | | 6-Month | 262 | 1140 | 22.98 | | 1-Year | 627 | 1120 | 55.98 | | 3-Year | 804 | 970 | 82.89 | | 5-Year | 701 | 854 | 82.08 |
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0.20% Nasdaq 
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Performance
