|
| Morningstar Return Rating: | High | | Year to Date Return: | 44.29% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 1.36% | |
Worst 1-Yr Total Return (2008): | -18.53% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PHYPX | Category | Diff | Index* | Diff | | Year To Date | 44.29 | 40.95 | 3.34 | 6.24 | 38.05 | | 1-Month | 1.67 | 1.53 | 0.14 | 0.49 | 1.18 | | 3-Month | 9.40 | 8.19 | 1.21 | 2.60 | 6.8 | | 1-Year | 45.00 | 35.58 | 9.42 | 13.79 | 31.21 | | 3-Year | 6.84 | 2.61 | 4.23 | 6.35 | 0.49 | | 5-Year | N/A | 4.05 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.10 | 34.85 | 5.25 | 7.06 | 33.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.81 | 0.91 | 10.9 | 7.94 | 3.87 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHYPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.53 | -26.41 | 7.88 | | 2007 | | | 1.36 | 1.47 | -0.11 | | 2006 | | | N/A | 10.14 | N/A | | 2005 | | | N/A | 2.59 | N/A | | 2004 | | | N/A | 9.99 | N/A | | 2003 | | | N/A | 24.36 | N/A | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PHYPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.28 | 20.77 | 13.78 | N/A | | 2008 | -1.35 | 0.43 | -6.00 | -12.52 | | 2007 | 1.47 | -0.40 | 0.99 | -0.69 | | 2006 | N/A | N/A | 2.90 | 3.60 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 196 | 547 | 35.83 | | 1-Month | 213 | 577 | 36.92 | | 3-Month | 229 | 573 | 39.97 | | 6-Month | 127 | 553 | 22.97 | | 1-Year | 39 | 546 | 7.14 | | 3-Year | 9 | 471 | 1.91 | | 5-Year | | 401 | N/A |
|
|
|
|
|
0.50% Nasdaq 
Performance
