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| Morningstar Return Rating: | Below average | | Year to Date Return: | 29.75% | | 5-Year Average Return: | -0.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.22% | |
Worst 1-Yr Total Return (2008): | -40.02% | |
Best 3-Yr Total Return (2004-6): | 12.10% | |
Worst 3-Yr Total Return (2006-8): | -9.18% |
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| 1-Year: | -8.73% | | 3-Year: | -8.46% | | 5-Year: | -0.45% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | POEAX | Category | Diff | Index* | Diff | | Year To Date | 29.75 | 25.10 | 4.65 | 24.07 | 5.68 | | 1-Month | 4.96 | 5.28 | -0.32 | 6.00 | -1.04 | | 3-Month | 7.58 | 7.01 | 0.57 | 7.91 | -0.33 | | 1-Year | 35.71 | 28.01 | 7.7 | 25.39 | 10.32 | | 3-Year | -7.80 | -5.87 | -1.93 | -5.79 | -2.01 | | 5-Year | -0.15 | 0.64 | -0.79 | 0.71 | -0.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.05 | 46.08 | 7.97 | 45.76 | 8.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.35 | -17.41 | 0.06 | -18.25 | 0.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | POEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.69 | -37.79 | -3.90 | | 2007 | | | 3.29 | 6.16 | -2.87 | | 2006 | | | 13.39 | 14.17 | -0.78 | | 2005 | | | 8.47 | 5.88 | 2.59 | | 2004 | | | 9.94 | 10.02 | -0.08 | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
POEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.71 | 20.61 | 17.58 | N/A | | 2008 | -9.41 | -2.01 | -11.42 | -23.72 | | 2007 | 2.35 | 6.11 | 1.99 | -3.82 | | 2006 | 6.62 | -1.88 | 3.89 | 7.85 | | 2005 | -2.01 | 1.59 | 5.70 | 3.59 | | 2004 | 0.80 | 0.69 | -1.77 | 10.58 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 363 | 2021 | 17.96 | | 1-Month | 1310 | 2113 | 62.00 | | 3-Month | 1003 | 2091 | 47.97 | | 6-Month | 763 | 2064 | 36.97 | | 1-Year | 284 | 2011 | 14.12 | | 3-Year | 571 | 1707 | 33.45 | | 5-Year | 254 | 1360 | 18.68 |
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0.20% Nasdaq 
Performance
