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| Morningstar Return Rating: | High | | Year to Date Return: | 2.30% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 50.86% | |
Worst 1-Yr Total Return (2008): | -18.53% | |
Best 3-Yr Total Return (2007-9): | 7.60% | |
Worst 3-Yr Total Return (2007-9): | 7.60% |
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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 | PHYPX | Category | Diff | Index* | Diff | | Year To Date | 2.30 | 1.11 | 1.19 | 1.53 | 0.77 | | 1-Month | 2.30 | 1.11 | 1.19 | 1.53 | 0.77 | | 3-Month | 6.95 | 5.20 | 1.75 | 1.23 | 5.72 | | 1-Year | 46.93 | 41.66 | 5.27 | 8.51 | 38.42 | | 3-Year | 8.25 | 3.11 | 5.14 | 6.60 | 1.65 | | 5-Year | N/A | 4.59 | N/A | 5.16 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.10 | 35.57 | 4.53 | 7.06 | 33.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.81 | 0.74 | 11.07 | 7.94 | 3.87 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHYPX | Category | Diff | | 2009 | | | 50.86 | 46.70 | 4.16 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
PHYPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.28 | 20.77 | 13.78 | 6.29 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 40 | 581 | 6.88 | | 1-Month | 63 | 581 | 10.84 | | 3-Month | 57 | 574 | 9.93 | | 6-Month | 79 | 569 | 13.88 | | 1-Year | 129 | 545 | 23.67 | | 3-Year | 3 | 477 | 0.63 | | 5-Year | | 410 | N/A |
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1.52% Nasdaq 0.00%
0.02 (0.20%) 
Performance
