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| Morningstar Return Rating: | Average | | Year to Date Return: | 30.86% | | 5-Year Average Return: | 1.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.25% | |
Worst 1-Yr Total Return (2008): | -39.55% | |
Best 3-Yr Total Return (2005-7): | 9.09% | |
Worst 3-Yr Total Return (2006-8): | -9.40% |
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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 | PLAYX | Category | Diff | Index* | Diff | | Year To Date | 30.86 | 31.20 | -0.34 | 24.07 | 6.79 | | 1-Month | 6.67 | 5.67 | 1 | 6.00 | 0.67 | | 3-Month | 9.41 | 8.18 | 1.23 | 7.91 | 1.5 | | 1-Year | 34.27 | 34.04 | 0.23 | 25.39 | 8.88 | | 3-Year | -3.47 | -3.89 | 0.42 | -5.79 | 2.32 | | 5-Year | 1.36 | 1.25 | 0.11 | 0.71 | 0.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.80 | 43.84 | -2.04 | 45.76 | -3.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.49 | -18.03 | 0.54 | -18.25 | 0.76 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PLAYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.55 | -40.67 | 1.12 | | 2007 | | | 12.25 | 13.35 | -1.10 | | 2006 | | | 9.58 | 7.05 | 2.53 | | 2005 | | | 5.56 | 6.71 | -1.15 | | 2004 | | | 8.96 | 7.81 | 1.15 | | 2003 | | | 29.70 | 28.66 | 1.04 | | 2002 | | | -30.62 | -27.64 | -2.98 | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PLAYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.69 | 14.13 | 15.13 | N/A | | 2008 | -13.85 | 3.74 | -14.01 | -21.34 | | 2007 | 0.22 | 5.12 | 6.62 | -0.07 | | 2006 | 3.78 | -3.88 | 3.12 | 6.53 | | 2005 | -3.98 | 2.61 | 4.31 | 2.72 | | 2004 | 0.63 | 0.42 | -2.29 | 10.35 | | 2003 | -0.45 | 13.96 | 4.32 | 9.59 | | 2002 | -5.29 | -17.70 | -13.82 | 3.28 | | 2001 | N/A | 12.30 | -21.56 | 16.01 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 963 | 1818 | 52.97 | | 1-Month | 1448 | 1906 | 75.97 | | 3-Month | 742 | 1904 | 38.97 | | 6-Month | 671 | 1866 | 35.96 | | 1-Year | 788 | 1815 | 43.42 | | 3-Year | 648 | 1537 | 42.16 | | 5-Year | 551 | 1273 | 43.28 |
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0.51% Nasdaq 
Performance
