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| Morningstar Return Rating: | Low | | Year to Date Return: | 34.20% | | 5-Year Average Return: | -2.92% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 9.49% | |
Worst 1-Yr Total Return (2008): | -45.03% | |
Best 3-Yr Total Return (2004-6): | 5.82% | |
Worst 3-Yr Total Return (2006-8): | -17.75% |
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| 1-Year: | -6.86% | | 3-Year: | -9.22% | | 5-Year: | -1.73% | | 10-Year: | -4.31% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PHSKX | Category | Diff | Index* | Diff | | Year To Date | 34.20 | 31.59 | 2.61 | 24.07 | 10.13 | | 1-Month | 4.05 | 4.49 | -0.44 | 6.00 | -1.95 | | 3-Month | 4.76 | 6.16 | -1.4 | 7.91 | -3.15 | | 1-Year | 40.32 | 35.24 | 5.08 | 25.39 | 14.93 | | 3-Year | -9.61 | -5.04 | -4.57 | -5.79 | -3.82 | | 5-Year | -2.92 | 1.47 | -4.39 | 0.71 | -3.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.87 | 48.99 | 7.88 | 45.76 | 11.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.58 | -20.53 | -2.05 | -18.25 | -4.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHSKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.03 | -43.77 | -1.26 | | 2007 | | | 1.40 | 15.09 | -13.69 | | 2006 | | | -0.18 | 9.00 | -9.18 | | 2005 | | | 9.49 | 9.84 | -0.35 | | 2004 | | | 8.42 | 13.23 | -4.81 | | 2003 | | | 39.28 | 35.96 | 3.32 | | 2002 | | | -32.02 | -27.24 | -4.78 | | 2001 | | | -36.45 | -19.98 | -16.47 | | 2000 | | | -17.33 | -4.78 | -12.55 | | 1999 | | | 83.65 | 60.49 | 23.16 |
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| PAST QUARTERLY RETURNS (%) FOR
PHSKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.81 | 21.06 | 17.40 | N/A | | 2008 | -11.50 | 7.85 | -20.33 | -27.72 | | 2007 | 3.83 | 8.13 | -3.41 | -6.49 | | 2006 | 6.06 | -9.71 | 0.06 | 4.17 | | 2005 | -0.53 | 1.33 | 2.70 | 5.77 | | 2004 | 4.03 | -3.11 | -7.85 | 16.73 | | 2003 | -4.61 | 25.95 | 7.42 | 7.92 | | 2002 | -3.54 | -19.00 | -21.10 | 10.28 | | 2001 | -36.28 | 15.15 | -34.10 | 31.42 | | 2000 | 18.91 | -9.74 | 10.37 | -30.21 | | 1999 | N/A | N/A | N/A | 52.01 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 272 | 827 | 32.89 | | 1-Month | 396 | 881 | 44.95 | | 3-Month | 465 | 879 | 52.90 | | 6-Month | 706 | 862 | 81.90 | | 1-Year | 220 | 825 | 26.67 | | 3-Year | 542 | 734 | 73.84 | | 5-Year | 491 | 632 | 77.69 |
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0.83% Nasdaq 
Performance
