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| Morningstar Return Rating: | High | | Year to Date Return: | 38.75% | | 5-Year Average Return: | 7.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.71% | |
Worst 1-Yr Total Return (2008): | -21.20% | |
Best 3-Yr Total Return (2004-6): | 11.14% | |
Worst 3-Yr Total Return (2006-8): | -1.39% |
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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 | PHYTX | Category | Diff | Index* | Diff | | Year To Date | 38.75 | 42.53 | -3.78 | 7.61 | 31.14 | | 1-Month | 0.95 | 1.09 | -0.14 | 1.29 | -0.34 | | 3-Month | 6.31 | 7.76 | -1.45 | 2.86 | 3.45 | | 1-Year | 45.91 | 48.90 | -2.99 | 11.63 | 34.28 | | 3-Year | 5.33 | 2.47 | 2.86 | 6.40 | -1.07 | | 5-Year | 7.67 | 4.02 | 3.65 | 5.49 | 2.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.31 | 35.54 | -0.23 | 7.06 | 28.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.24 | 0.71 | 4.53 | 7.94 | -2.7 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHYTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.20 | -26.41 | 5.21 | | 2007 | | | 6.10 | 1.47 | 4.63 | | 2006 | | | 14.71 | 10.14 | 4.57 | | 2005 | | | 6.94 | 2.59 | 4.35 | | 2004 | | | 11.92 | 9.99 | 1.93 | | 2003 | | | 28.39 | 24.36 | 4.03 | | 2002 | | | 4.01 | -1.52 | 5.53 | | 2001 | | | 3.66 | 2.39 | 1.27 | | 2000 | | | -1.20 | -7.12 | 5.92 | | 1999 | | | 12.27 | 5.05 | 7.22 |
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| PAST QUARTERLY RETURNS (%) FOR
PHYTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.82 | 18.85 | 11.71 | N/A | | 2008 | -2.17 | 1.62 | -10.10 | -11.84 | | 2007 | 2.94 | 0.82 | 1.75 | 0.47 | | 2006 | 3.51 | 1.54 | 3.91 | 5.03 | | 2005 | -1.95 | 3.25 | 2.70 | 2.86 | | 2004 | 4.57 | -2.61 | 4.38 | 5.28 | | 2003 | 5.92 | 11.11 | 1.11 | 7.90 | | 2002 | 4.90 | -3.96 | -4.79 | 8.44 | | 2001 | 1.73 | -1.35 | -0.89 | 4.23 | | 2000 | 2.24 | -0.02 | 2.23 | -5.45 | | 1999 | N/A | N/A | N/A | 3.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 363 | 543 | 66.85 | | 1-Month | 269 | 574 | 46.86 | | 3-Month | 428 | 571 | 74.96 | | 6-Month | 424 | 559 | 75.85 | | 1-Year | 337 | 543 | 62.06 | | 3-Year | 38 | 467 | 8.14 | | 5-Year | 3 | 403 | 0.74 |
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0.63% Nasdaq 
0.01 (0.13%) 
Performance
