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| Morningstar Return Rating: | Above average | | Year to Date Return: | 43.79% | | 5-Year Average Return: | 5.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.51% | |
Worst 1-Yr Total Return (2008): | -22.14% | |
Best 3-Yr Total Return (2004-6): | 7.96% | |
Worst 3-Yr Total Return (2006-8): | -4.04% |
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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 | PHYZX | Category | Diff | Index* | Diff | | Year To Date | 43.79 | 42.53 | 1.26 | 7.61 | 36.18 | | 1-Month | 1.39 | 1.09 | 0.3 | 1.29 | 0.1 | | 3-Month | 8.29 | 7.76 | 0.53 | 2.86 | 5.43 | | 1-Year | 48.82 | 48.90 | -0.08 | 11.63 | 37.19 | | 3-Year | 5.06 | 2.47 | 2.59 | 6.40 | -1.34 | | 5-Year | 5.86 | 4.02 | 1.84 | 5.49 | 0.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.92 | 35.54 | -1.62 | 7.06 | 26.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.68 | 0.71 | 2.97 | 7.94 | -4.26 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHYZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.14 | -26.41 | 4.27 | | 2007 | | | 2.70 | 1.47 | 1.23 | | 2006 | | | 10.51 | 10.14 | 0.37 | | 2005 | | | 3.26 | 2.59 | 0.67 | | 2004 | | | 10.27 | 9.99 | 0.28 | | 2003 | | | 25.91 | 24.36 | 1.55 | | 2002 | | | -1.32 | -1.52 | 0.20 | | 2001 | | | 0.12 | 2.39 | -2.27 | | 2000 | | | -6.69 | -7.12 | 0.43 | | 1999 | | | 3.79 | 5.05 | -1.26 |
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| PAST QUARTERLY RETURNS (%) FOR
PHYZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.43 | 15.63 | 12.98 | N/A | | 2008 | -2.62 | 3.07 | -6.47 | -17.06 | | 2007 | 2.73 | 0.18 | 0.75 | -0.96 | | 2006 | 2.47 | 0.18 | 3.96 | 3.55 | | 2005 | -1.59 | 2.32 | 1.25 | 1.28 | | 2004 | 2.04 | -0.49 | 4.44 | 3.97 | | 2003 | 6.31 | 9.01 | 2.70 | 5.79 | | 2002 | 2.23 | -5.76 | -3.49 | 6.13 | | 2001 | 5.16 | -3.45 | -5.52 | 4.37 | | 2000 | -1.95 | 0.43 | -0.36 | -4.89 | | 1999 | N/A | N/A | N/A | 2.37 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 249 | 543 | 45.86 | | 1-Month | 109 | 574 | 18.99 | | 3-Month | 91 | 571 | 15.94 | | 6-Month | 262 | 559 | 46.87 | | 1-Year | 275 | 543 | 50.64 | | 3-Year | 42 | 467 | 8.99 | | 5-Year | 26 | 403 | 6.45 |
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0.51% Nasdaq 
Performance
