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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.12% | | 5-Year Average Return: | -0.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.26% | |
Worst 1-Yr Total Return (2008): | -40.68% | |
Best 3-Yr Total Return (2004-6): | 12.35% | |
Worst 3-Yr Total Return (2006-8): | -10.33% |
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| 1-Year: | -12.34% | | 3-Year: | -7.99% | | 5-Year: | 0.57% | | 10-Year: | 1.46% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PIHGX | Category | Diff | Index* | Diff | | Year To Date | 22.12 | 25.10 | -2.98 | 24.07 | -1.95 | | 1-Month | 5.14 | 5.28 | -0.14 | 6.00 | -0.86 | | 3-Month | 7.02 | 7.01 | 0.01 | 7.91 | -0.89 | | 1-Year | 24.93 | 28.01 | -3.08 | 25.39 | -0.46 | | 3-Year | -8.04 | -5.87 | -2.17 | -5.79 | -2.25 | | 5-Year | -0.18 | 0.64 | -0.82 | 0.71 | -0.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.87 | 46.08 | -1.21 | 45.76 | -0.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.27 | -17.41 | -2.86 | -18.25 | -2.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PIHGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.68 | -37.79 | -2.89 | | 2007 | | | 5.46 | 6.16 | -0.70 | | 2006 | | | 15.26 | 14.17 | 1.09 | | 2005 | | | 8.83 | 5.88 | 2.95 | | 2004 | | | 13.05 | 10.02 | 3.03 | | 2003 | | | 33.46 | 27.05 | 6.41 | | 2002 | | | -21.33 | -22.25 | 0.92 | | 2001 | | | -10.36 | -13.50 | 3.14 | | 2000 | | | -2.60 | -6.31 | 3.71 | | 1999 | | | 26.43 | 20.16 | 6.27 |
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| PAST QUARTERLY RETURNS (%) FOR
PIHGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.80 | 16.31 | 15.74 | N/A | | 2008 | -11.02 | -2.51 | -11.97 | -22.31 | | 2007 | 1.38 | 6.10 | 1.92 | -3.80 | | 2006 | 6.45 | -2.10 | 2.78 | 7.60 | | 2005 | -2.14 | 3.29 | 5.71 | 1.86 | | 2004 | 3.45 | 0.00 | -1.80 | 11.28 | | 2003 | -4.85 | 17.65 | 5.56 | 12.95 | | 2002 | 1.47 | -11.28 | -18.91 | 7.77 | | 2001 | -10.06 | 5.16 | -16.84 | 13.97 | | 2000 | 4.23 | -3.68 | 1.33 | -4.25 | | 1999 | N/A | N/A | N/A | 19.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1495 | 2021 | 73.97 | | 1-Month | 2007 | 2113 | 94.98 | | 3-Month | 1630 | 2091 | 77.95 | | 6-Month | 1403 | 2064 | 67.97 | | 1-Year | 1310 | 2011 | 65.14 | | 3-Year | 1288 | 1707 | 75.45 | | 5-Year | 860 | 1360 | 63.24 |
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