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| Morningstar Return Rating: | Below average | | Year to Date Return: | 9.05% | | 5-Year Average Return: | 0.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.11% | |
Worst 1-Yr Total Return (2008): | -36.25% | |
Best 3-Yr Total Return (2004-6): | 16.37% | |
Worst 3-Yr Total Return (2006-8): | -6.21% |
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| 1-Year: | -24.24% | | 3-Year: | -10.85% | | 5-Year: | -0.36% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PNEAX | Category | Diff | Index* | Diff | | Year To Date | 9.05 | 21.73 | -12.68 | 24.07 | -15.02 | | 1-Month | 4.65 | 5.16 | -0.51 | 6.00 | -1.35 | | 3-Month | 6.28 | 6.45 | -0.17 | 7.91 | -1.63 | | 1-Year | 12.65 | 24.67 | -12.02 | 25.39 | -12.74 | | 3-Year | -9.62 | -7.33 | -2.29 | -5.79 | -3.83 | | 5-Year | 0.59 | 0.27 | 0.32 | 0.71 | -0.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.64 | 47.53 | -8.89 | 45.76 | -7.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.26 | -16.99 | -10.27 | -18.25 | -9.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PNEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.25 | -37.09 | 0.84 | | 2007 | | | 4.27 | 1.42 | 2.85 | | 2006 | | | 24.11 | 18.15 | 5.96 | | 2005 | | | 11.48 | 5.95 | 5.53 | | 2004 | | | 13.88 | 12.97 | 0.91 | | 2003 | | | 27.61 | 28.44 | -0.83 | | 2002 | | | -7.06 | -18.69 | 11.63 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PNEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -20.34 | 15.50 | 13.96 | N/A | | 2008 | -7.57 | -2.84 | -7.15 | -23.54 | | 2007 | 1.78 | 6.69 | -0.58 | -3.41 | | 2006 | 6.79 | 1.95 | 5.97 | 7.58 | | 2005 | 0.96 | 2.99 | 4.81 | 2.30 | | 2004 | 2.83 | 1.42 | 1.30 | 7.80 | | 2003 | -7.40 | 17.37 | 3.30 | 13.67 | | 2002 | 6.82 | -5.90 | -17.10 | 11.54 | | 2001 | N/A | N/A | N/A | N/A | | 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 | 1228 | 1293 | 94.97 | | 1-Month | 147 | 1338 | 10.99 | | 3-Month | 172 | 1329 | 12.94 | | 6-Month | 1174 | 1320 | 88.94 | | 1-Year | 1054 | 1280 | 82.34 | | 3-Year | 709 | 1088 | 65.17 | | 5-Year | 246 | 917 | 26.83 |
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