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| Morningstar Return Rating: | Average | | Year to Date Return: | 69.61% | | 5-Year Average Return: | 3.34% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 15.02% | |
Worst 1-Yr Total Return (2008): | -44.47% | |
Best 3-Yr Total Return (2005-7): | 5.64% | |
Worst 3-Yr Total Return (2006-8): | -15.12% |
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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 | POGSX | Category | Diff | Index* | Diff | | Year To Date | 69.61 | 31.20 | 38.41 | 24.07 | 45.54 | | 1-Month | 4.05 | 5.67 | -1.62 | 6.00 | -1.95 | | 3-Month | 9.84 | 8.18 | 1.66 | 7.91 | 1.93 | | 1-Year | 82.99 | 34.04 | 48.95 | 25.39 | 57.6 | | 3-Year | 2.04 | -3.89 | 5.93 | -5.79 | 7.83 | | 5-Year | 3.34 | 1.25 | 2.09 | 0.71 | 2.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 91.41 | 43.84 | 47.57 | 45.76 | 45.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.87 | -18.03 | 20.9 | -18.25 | 21.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | POGSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.47 | -40.67 | -3.80 | | 2007 | | | 15.02 | 13.35 | 1.67 | | 2006 | | | -4.25 | 7.05 | -11.30 | | 2005 | | | 7.04 | 6.71 | 0.33 | | 2004 | | | 8.06 | 7.81 | 0.25 | | 2003 | | | 65.85 | 28.66 | 37.19 | | 2002 | | | -50.23 | -27.64 | -22.59 | | 2001 | | | -48.60 | -22.30 | -26.30 | | 2000 | | | -13.11 | -13.05 | -0.06 | | 1999 | | | 98.40 | 38.87 | 59.53 |
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| PAST QUARTERLY RETURNS (%) FOR
POGSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.36 | 30.13 | 29.51 | N/A | | 2008 | -15.17 | -4.74 | -3.84 | -28.53 | | 2007 | 3.75 | 10.81 | 8.20 | -7.55 | | 2006 | -4.25 | -9.25 | 0.20 | 9.97 | | 2005 | -7.60 | 3.15 | 5.42 | 6.54 | | 2004 | 0.41 | 2.12 | -11.62 | 19.25 | | 2003 | 1.85 | 23.53 | 10.76 | 19.01 | | 2002 | -3.56 | -33.81 | -32.52 | 15.55 | | 2001 | -41.07 | 13.51 | -41.85 | 32.13 | | 2000 | 42.54 | -6.27 | 9.98 | -40.86 | | 1999 | N/A | N/A | N/A | 50.09 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 18 | 1818 | 0.99 | | 1-Month | 1010 | 1906 | 52.99 | | 3-Month | 1180 | 1904 | 61.97 | | 6-Month | 149 | 1866 | 7.98 | | 1-Year | 7 | 1815 | 0.39 | | 3-Year | 17 | 1537 | 1.11 | | 5-Year | 183 | 1273 | 14.38 |
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