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| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.73% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -13.48% | |
Worst 1-Yr Total Return (2008): | -35.11% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | PHREX | Category | Diff | Index* | Diff | | Year To Date | 14.73 | 15.25 | -0.52 | 17.05 | -2.32 | | 1-Month | -3.40 | -4.31 | 0.91 | -1.86 | -1.54 | | 3-Month | 17.50 | 15.19 | 2.31 | 5.48 | 12.02 | | 1-Year | 6.33 | 2.82 | 3.51 | 9.80 | -3.47 | | 3-Year | -12.67 | -16.35 | 3.68 | -7.02 | -5.65 | | 5-Year | N/A | -1.54 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 73.13 | 77.87 | -4.74 | 45.76 | 27.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.41 | -29.96 | 5.55 | -18.25 | -6.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHREX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.11 | -39.55 | 4.44 | | 2007 | | | -13.48 | -14.66 | 1.18 | | 2006 | | | N/A | 33.58 | N/A | | 2005 | | | N/A | 11.51 | N/A | | 2004 | | | N/A | 32.02 | N/A | | 2003 | | | N/A | 36.80 | N/A | | 2002 | | | N/A | 4.54 | N/A | | 2001 | | | N/A | 10.00 | N/A | | 2000 | | | N/A | 27.02 | N/A | | 1999 | | | N/A | -2.76 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PHREX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -27.10 | 23.21 | 32.24 | N/A | | 2008 | -1.18 | -6.03 | 6.82 | -34.59 | | 2007 | 4.30 | -9.90 | 3.21 | -10.79 | | 2006 | N/A | N/A | N/A | 10.24 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 57 | 272 | 20.96 | | 1-Month | 8 | 287 | 2.79 | | 3-Month | 19 | 278 | 6.83 | | 6-Month | 176 | 275 | 64.00 | | 1-Year | 21 | 268 | 7.84 | | 3-Year | 9 | 232 | 3.88 | | 5-Year | | 204 | N/A |
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0.22% Nasdaq 
Performance
