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| Morningstar Return Rating: | Below average | | Year to Date Return: | 8.32% | | 5-Year Average Return: | -0.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.23% | |
Worst 1-Yr Total Return (2008): | -36.73% | |
Best 3-Yr Total Return (2004-6): | 15.49% | |
Worst 3-Yr Total Return (2006-8): | -6.90% |
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| 1-Year: | -24.07% | | 3-Year: | -10.61% | | 5-Year: | -0.30% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PNEBX | Category | Diff | Index* | Diff | | Year To Date | 8.32 | 21.73 | -13.41 | 24.07 | -15.75 | | 1-Month | 4.55 | 5.16 | -0.61 | 6.00 | -1.45 | | 3-Month | 6.00 | 6.45 | -0.45 | 7.91 | -1.91 | | 1-Year | 11.89 | 24.67 | -12.78 | 25.39 | -13.5 | | 3-Year | -10.30 | -7.33 | -2.97 | -5.79 | -4.51 | | 5-Year | -0.17 | 0.27 | -0.44 | 0.71 | -0.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.03 | 47.53 | -9.5 | 45.76 | -7.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.71 | -16.99 | -10.72 | -18.25 | -9.46 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PNEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.73 | -37.09 | 0.36 | | 2007 | | | 3.49 | 1.42 | 2.07 | | 2006 | | | 23.23 | 18.15 | 5.08 | | 2005 | | | 10.56 | 5.95 | 4.61 | | 2004 | | | 13.05 | 12.97 | 0.08 | | 2003 | | | 26.73 | 28.44 | -1.71 | | 2002 | | | -7.71 | -18.69 | 10.98 | | 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
PNEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -20.50 | 15.25 | 13.78 | N/A | | 2008 | -7.76 | -3.06 | -7.28 | -23.70 | | 2007 | 1.56 | 6.52 | -0.77 | -3.59 | | 2006 | 6.61 | 1.83 | 5.77 | 7.32 | | 2005 | 0.80 | 2.70 | 4.62 | 2.08 | | 2004 | 2.59 | 1.34 | 1.06 | 7.60 | | 2003 | -7.64 | 17.33 | 3.01 | 13.52 | | 2002 | 6.69 | -6.01 | -17.35 | 11.34 | | 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 | 1254 | 1293 | 96.98 | | 1-Month | 147 | 1338 | 10.99 | | 3-Month | 186 | 1329 | 14.00 | | 6-Month | 1188 | 1320 | 90.00 | | 1-Year | 1067 | 1280 | 83.36 | | 3-Year | 785 | 1088 | 72.15 | | 5-Year | 372 | 917 | 40.57 |
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0.28% Nasdaq 0.00%
Performance
