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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.99% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -7.37% | |
Worst 1-Yr Total Return (2008): | -24.68% | |
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 | PHSVX | Category | Diff | Index* | Diff | | Year To Date | 11.99 | 19.19 | -7.2 | 17.05 | -5.06 | | 1-Month | -6.01 | -5.16 | -0.85 | -1.86 | -4.15 | | 3-Month | 6.56 | 4.11 | 2.45 | 5.48 | 1.08 | | 1-Year | 8.55 | 11.22 | -2.67 | 9.80 | -1.25 | | 3-Year | -6.32 | -7.72 | 1.4 | -7.02 | 0.7 | | 5-Year | N/A | 1.02 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.64 | 60.83 | -5.19 | 45.76 | 9.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.76 | -15.36 | 1.6 | -18.25 | 4.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHSVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.68 | -32.24 | 7.56 | | 2007 | | | -7.37 | -6.08 | -1.29 | | 2006 | | | N/A | 16.27 | N/A | | 2005 | | | N/A | 6.40 | N/A | | 2004 | | | N/A | 21.14 | N/A | | 2003 | | | N/A | 42.38 | N/A | | 2002 | | | N/A | -10.12 | N/A | | 2001 | | | N/A | 15.92 | N/A | | 2000 | | | N/A | 18.64 | N/A | | 1999 | | | N/A | 6.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PHSVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -18.35 | 18.95 | 22.69 | N/A | | 2008 | -7.60 | -2.43 | 3.60 | -19.36 | | 2007 | 3.25 | 3.10 | -4.39 | -9.00 | | 2006 | N/A | N/A | N/A | 9.81 | | 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 | 280 | 390 | 71.79 | | 1-Month | 158 | 406 | 38.92 | | 3-Month | 97 | 405 | 23.95 | | 6-Month | 178 | 396 | 44.95 | | 1-Year | 156 | 381 | 40.94 | | 3-Year | 97 | 317 | 30.60 | | 5-Year | | 242 | N/A |
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0.22% Nasdaq 
Performance
