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| Morningstar Return Rating: | Average | | Year to Date Return: | 32.08% | | 5-Year Average Return: | 5.46% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 28.24% | |
Worst 1-Yr Total Return (2008): | -45.31% | |
Best 3-Yr Total Return (2004-6): | 19.87% | |
Worst 3-Yr Total Return (2006-8): | -6.74% |
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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 | PISZX | Category | Diff | Index* | Diff | | Year To Date | 32.08 | 28.50 | 3.58 | 29.91 | 2.17 | | 1-Month | 2.53 | 2.93 | -0.4 | 2.00 | 0.53 | | 3-Month | 5.20 | 4.52 | 0.68 | 4.58 | 0.62 | | 1-Year | 38.34 | 37.87 | 0.47 | 37.72 | 0.62 | | 3-Year | -4.62 | -5.94 | 1.32 | -5.52 | 0.9 | | 5-Year | 5.46 | 3.48 | 1.98 | 4.13 | 1.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.82 | 59.57 | 1.25 | 59.35 | 1.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.12 | -11.44 | -2.68 | -14.95 | 0.83 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PISZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.31 | -42.41 | -2.90 | | 2007 | | | 15.66 | 9.01 | 6.65 | | 2006 | | | 28.24 | 25.98 | 2.26 | | 2005 | | | 15.75 | 13.19 | 2.56 | | 2004 | | | 16.04 | 21.99 | -5.95 | | 2003 | | | 28.13 | 39.07 | -10.94 | | 2002 | | | -19.75 | -12.37 | -7.38 | | 2001 | | | -18.51 | -15.98 | -2.53 | | 2000 | | | -3.76 | -6.76 | 3.00 | | 1999 | | | 32.46 | 30.02 | 2.44 |
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| PAST QUARTERLY RETURNS (%) FOR
PISZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.06 | 26.84 | 18.89 | N/A | | 2008 | -10.33 | -4.37 | -18.22 | -22.01 | | 2007 | 3.81 | 9.08 | 4.92 | -2.65 | | 2006 | 11.22 | 0.16 | 4.32 | 10.35 | | 2005 | 0.39 | -0.20 | 10.90 | 4.17 | | 2004 | 2.43 | -0.50 | -1.38 | 15.45 | | 2003 | -11.30 | 19.76 | 3.91 | 16.09 | | 2002 | -1.14 | -2.48 | -21.61 | 6.19 | | 2001 | -8.82 | -2.54 | -14.74 | 7.55 | | 2000 | -6.04 | 2.27 | -4.10 | 4.43 | | 1999 | N/A | N/A | N/A | 16.09 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 115 | 340 | 33.82 | | 1-Month | 307 | 354 | 86.72 | | 3-Month | 237 | 354 | 66.95 | | 6-Month | 168 | 352 | 47.73 | | 1-Year | 106 | 338 | 31.36 | | 3-Year | 86 | 265 | 32.45 | | 5-Year | 31 | 199 | 15.58 |
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