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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.53% | | 5-Year Average Return: | 3.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.73% | |
Worst 1-Yr Total Return (2008): | -15.04% | |
Best 3-Yr Total Return (2004-6): | 6.56% | |
Worst 3-Yr Total Return (2006-8): | -3.13% |
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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 | PHIZX | Category | Diff | Index* | Diff | | Year To Date | 21.53 | 29.48 | -7.95 | 11.61 | 9.92 | | 1-Month | -1.95 | -2.20 | 0.25 | -2.10 | 0.15 | | 3-Month | 7.86 | 10.14 | -2.28 | 3.15 | 4.71 | | 1-Year | 16.29 | 16.26 | 0.03 | 13.60 | 2.69 | | 3-Year | 1.42 | -2.03 | 3.45 | 4.17 | -2.75 | | 5-Year | 3.64 | 1.59 | 2.05 | 4.15 | -0.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.38 | 22.77 | -4.39 | 9.40 | 8.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.18 | -6.33 | 5.15 | 5.67 | -6.85 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHIZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -15.04 | -25.27 | 10.23 | | 2007 | | | 0.24 | -3.31 | 3.55 | | 2006 | | | 6.73 | 7.14 | -0.41 | | 2005 | | | 6.60 | 6.35 | 0.25 | | 2004 | | | 6.36 | 6.57 | -0.21 | | 2003 | | | 6.69 | 7.01 | -0.32 | | 2002 | | | 6.76 | 6.29 | 0.47 | | 2001 | | | 4.99 | 5.41 | -0.42 | | 2000 | | | 4.03 | 5.54 | -1.51 | | 1999 | | | -2.65 | -3.71 | 1.06 |
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| PAST QUARTERLY RETURNS (%) FOR
PHIZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.52 | 6.36 | 11.50 | N/A | | 2008 | -1.38 | 0.12 | -3.65 | -10.68 | | 2007 | 0.95 | -0.21 | 0.17 | -0.66 | | 2006 | 0.73 | 1.23 | 3.03 | 1.58 | | 2005 | 0.86 | 3.47 | 0.75 | 1.38 | | 2004 | 1.55 | -1.42 | 3.91 | 2.25 | | 2003 | 0.82 | 2.90 | 0.30 | 2.53 | | 2002 | 1.31 | 2.37 | 2.59 | 0.34 | | 2001 | 2.23 | 1.30 | 1.96 | -0.57 | | 2000 | 1.05 | -0.17 | 2.01 | 1.09 | | 1999 | N/A | N/A | N/A | -1.23 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 138 | 150 | 92.00 | | 1-Month | 69 | 152 | 45.39 | | 3-Month | 118 | 152 | 77.63 | | 6-Month | 130 | 150 | 86.67 | | 1-Year | 61 | 148 | 41.22 | | 3-Year | 13 | 129 | 10.08 | | 5-Year | 10 | 107 | 9.35 |
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0.22% Nasdaq 
Performance
