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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.74% | | 5-Year Average Return: | 1.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.39% | |
Worst 1-Yr Total Return (2008): | -34.38% | |
Best 3-Yr Total Return (2004-6): | 11.40% | |
Worst 3-Yr Total Return (2006-8): | -7.18% |
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| 1-Year: | -15.65% | | 3-Year: | -7.77% | | 5-Year: | 0.21% | | 10-Year: | 0.12% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PIODX | Category | Diff | Index* | Diff | | Year To Date | 14.74 | 18.65 | -3.91 | 17.05 | -2.31 | | 1-Month | -0.12 | -2.18 | 2.06 | -1.86 | 1.74 | | 3-Month | 4.77 | 5.08 | -0.31 | 5.48 | -0.71 | | 1-Year | 6.65 | 11.86 | -5.21 | 9.80 | -3.15 | | 3-Year | -6.87 | -6.78 | -0.09 | -7.02 | 0.15 | | 5-Year | 1.00 | 0.49 | 0.51 | 0.33 | 0.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.26 | 45.26 | -5 | 45.76 | -5.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.03 | -15.99 | -4.04 | -18.25 | -1.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PIODX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.38 | -37.79 | 3.41 | | 2007 | | | 4.70 | 6.16 | -1.46 | | 2006 | | | 16.39 | 14.17 | 2.22 | | 2005 | | | 6.39 | 5.88 | 0.51 | | 2004 | | | 11.63 | 10.02 | 1.61 | | 2003 | | | 24.58 | 27.05 | -2.47 | | 2002 | | | -20.26 | -22.25 | 1.99 | | 2001 | | | -11.13 | -13.50 | 2.37 | | 2000 | | | 0.12 | -6.31 | 6.43 | | 1999 | | | 15.54 | 20.16 | -4.62 |
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| PAST QUARTERLY RETURNS (%) FOR
PIODX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.52 | 14.77 | 13.13 | N/A | | 2008 | -7.25 | -2.67 | -6.70 | -22.09 | | 2007 | 1.50 | 6.42 | 1.71 | -4.69 | | 2006 | 4.88 | -0.21 | 5.45 | 5.45 | | 2005 | -1.07 | 0.14 | 4.68 | 2.60 | | 2004 | 0.48 | 1.55 | -0.26 | 9.69 | | 2003 | -5.99 | 14.45 | 2.69 | 12.75 | | 2002 | 3.40 | -12.24 | -18.18 | 7.40 | | 2001 | -9.01 | 3.80 | -14.02 | 9.44 | | 2000 | 2.50 | 1.29 | -1.03 | -2.56 | | 1999 | N/A | N/A | N/A | 11.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1469 | 2013 | 72.98 | | 1-Month | 105 | 2110 | 4.98 | | 3-Month | 313 | 2090 | 14.98 | | 6-Month | 1311 | 2049 | 63.98 | | 1-Year | 1310 | 1999 | 65.53 | | 3-Year | 581 | 1694 | 34.30 | | 5-Year | 352 | 1352 | 26.04 |
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0.67% Nasdaq 
Performance
