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| Morningstar Return Rating: | Low | | Year to Date Return: | 21.61% | | 5-Year Average Return: | -1.24% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 15.22% | |
Worst 1-Yr Total Return (2008): | -31.97% | |
Best 3-Yr Total Return (2005-7): | 1.99% | |
Worst 3-Yr Total Return (2006-8): | -7.74% |
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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 | PHPSX | Category | Diff | Index* | Diff | | Year To Date | 21.61 | 18.13 | 3.48 | 17.05 | 4.56 | | 1-Month | 14.47 | 7.23 | 7.24 | -1.86 | 16.33 | | 3-Month | 15.97 | 4.76 | 11.21 | 5.48 | 10.49 | | 1-Year | 32.45 | 26.41 | 6.04 | 9.80 | 22.65 | | 3-Year | -6.24 | -0.30 | -5.94 | -7.02 | 0.78 | | 5-Year | -1.24 | 3.95 | -5.19 | 0.33 | -1.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.16 | 29.96 | 10.2 | 45.76 | -5.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.96 | -11.44 | -3.52 | -18.25 | 3.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.97 | -23.43 | -8.54 | | 2007 | | | 0.18 | 9.27 | -9.09 | | 2006 | | | 15.22 | 4.27 | 10.95 | | 2005 | | | -8.09 | 9.64 | -17.73 | | 2004 | | | -16.67 | 9.84 | -26.51 | | 2003 | | | 7.02 | 32.51 | -25.49 | | 2002 | | | -35.30 | -28.13 | -7.17 | | 2001 | | | -29.57 | -11.26 | -18.31 | | 2000 | | | N/A | 56.75 | N/A | | 1999 | | | N/A | 18.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PHPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.63 | 7.84 | 13.89 | N/A | | 2008 | -18.26 | -4.39 | -0.79 | -12.26 | | 2007 | -1.21 | 6.86 | -3.36 | -1.81 | | 2006 | 3.24 | -2.80 | 17.19 | -2.02 | | 2005 | -2.13 | 1.74 | -5.77 | -2.04 | | 2004 | -4.61 | 1.21 | -14.05 | 0.43 | | 2003 | -0.76 | 11.19 | -12.55 | 10.91 | | 2002 | -3.93 | -27.86 | -16.21 | 11.42 | | 2001 | -27.63 | -2.63 | 2.45 | -2.46 | | 2000 | N/A | N/A | -6.38 | 16.00 | | 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 | 46 | 165 | 27.88 | | 1-Month | 5 | 172 | 2.91 | | 3-Month | 1 | 170 | 0.59 | | 6-Month | 4 | 165 | 2.42 | | 1-Year | 19 | 165 | 11.52 | | 3-Year | 130 | 152 | 85.53 | | 5-Year | 123 | 143 | 86.01 |
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0.67% Nasdaq 0.00%
Performance
