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| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.02% | | 5-Year Average Return: | 4.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.09% | |
Worst 1-Yr Total Return (2008): | -40.59% | |
Best 3-Yr Total Return (2004-6): | 13.68% | |
Worst 3-Yr Total Return (2006-8): | -9.17% |
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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 | PMEGX | Category | Diff | Index* | Diff | | Year To Date | 33.02 | 25.80 | 7.22 | 17.05 | 15.97 | | 1-Month | -4.80 | -4.37 | -0.43 | -1.86 | -2.94 | | 3-Month | 5.43 | 4.09 | 1.34 | 5.48 | -0.05 | | 1-Year | 27.73 | 16.23 | 11.5 | 9.80 | 17.93 | | 3-Year | -1.37 | -5.36 | 3.99 | -7.02 | 5.65 | | 5-Year | 4.67 | 1.68 | 2.99 | 0.33 | 4.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.25 | 47.87 | 8.38 | 45.76 | 10.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.01 | -19.87 | 4.86 | -18.25 | 3.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PMEGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.59 | -43.77 | 3.18 | | 2007 | | | 18.00 | 15.09 | 2.91 | | 2006 | | | 6.89 | 9.00 | -2.11 | | 2005 | | | 15.39 | 9.84 | 5.55 | | 2004 | | | 19.09 | 13.23 | 5.86 | | 2003 | | | 40.29 | 35.96 | 4.33 | | 2002 | | | -21.60 | -27.24 | 5.64 | | 2001 | | | -1.18 | -19.98 | 18.80 | | 2000 | | | 7.86 | -4.78 | 12.64 | | 1999 | | | 25.10 | 60.49 | -35.39 |
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| PAST QUARTERLY RETURNS (%) FOR
PMEGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.36 | 18.28 | 19.76 | N/A | | 2008 | -10.94 | 4.49 | -13.88 | -25.87 | | 2007 | 3.33 | 11.73 | 3.49 | -1.24 | | 2006 | 6.40 | -4.85 | -0.04 | 5.62 | | 2005 | -2.28 | 4.20 | 8.46 | 4.48 | | 2004 | 3.51 | 4.38 | -2.25 | 12.76 | | 2003 | -1.44 | 20.57 | 4.47 | 13.00 | | 2002 | 0.62 | -11.20 | -19.34 | 8.78 | | 2001 | -13.86 | 15.04 | -18.21 | 21.92 | | 2000 | 10.61 | -3.92 | 5.86 | -4.13 | | 1999 | N/A | N/A | N/A | 21.01 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 178 | 848 | 20.99 | | 1-Month | 378 | 901 | 41.95 | | 3-Month | 143 | 898 | 15.92 | | 6-Month | 182 | 868 | 20.97 | | 1-Year | 70 | 847 | 8.26 | | 3-Year | 68 | 749 | 9.08 | | 5-Year | 62 | 636 | 9.75 |
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1.00% Nasdaq 
Performance
