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| Morningstar Return Rating: | Average | | Year to Date Return: | 34.35% | | 5-Year Average Return: | 1.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.92% | |
Worst 1-Yr Total Return (2008): | -35.17% | |
Best 3-Yr Total Return (2004-6): | 7.22% | |
Worst 3-Yr Total Return (2006-8): | -10.31% |
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| 1-Year: | -0.69% | | 3-Year: | -2.26% | | 5-Year: | 2.37% | | 10-Year: | 1.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PPTIX | Category | Diff | Index* | Diff | | Year To Date | 34.35 | 51.81 | -17.46 | 24.07 | 10.28 | | 1-Month | 4.83 | 5.12 | -0.29 | 6.00 | -1.17 | | 3-Month | 4.79 | 7.87 | -3.08 | 7.91 | -3.12 | | 1-Year | 39.13 | 57.69 | -18.56 | 25.39 | 13.74 | | 3-Year | -2.59 | -1.61 | -0.98 | -5.79 | 3.2 | | 5-Year | 1.41 | 2.56 | -1.15 | 0.71 | 0.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.88 | 59.60 | -12.72 | 45.76 | 1.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.06 | -9.33 | -3.73 | -18.25 | 5.19 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PPTIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.17 | -45.33 | 10.16 | | 2007 | | | 6.87 | 16.12 | -9.25 | | 2006 | | | 4.14 | 7.08 | -2.94 | | 2005 | | | 6.71 | 5.76 | 0.95 | | 2004 | | | 10.92 | 4.24 | 6.68 | | 2003 | | | 50.81 | 55.77 | -4.96 | | 2002 | | | -33.85 | -42.86 | 9.01 | | 2001 | | | -16.33 | -36.89 | 20.56 | | 2000 | | | -17.20 | -31.36 | 14.16 | | 1999 | | | 114.64 | 129.22 | -14.58 |
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| PAST QUARTERLY RETURNS (%) FOR
PPTIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.11 | 17.07 | 14.97 | N/A | | 2008 | -10.74 | 2.17 | -8.60 | -22.21 | | 2007 | 0.60 | 7.15 | 3.65 | -4.34 | | 2006 | 4.39 | -10.42 | 5.53 | 5.53 | | 2005 | -7.06 | 2.61 | 9.68 | 2.03 | | 2004 | 2.20 | 2.83 | -7.69 | 14.34 | | 2003 | -0.74 | 22.99 | 9.38 | 12.94 | | 2002 | -0.59 | -25.26 | -25.05 | 18.77 | | 2001 | -18.87 | 9.39 | -28.94 | 32.67 | | 2000 | 18.85 | -5.39 | -5.80 | -21.83 | | 1999 | N/A | N/A | N/A | 54.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 199 | 215 | 92.56 | | 1-Month | 100 | 229 | 43.67 | | 3-Month | 187 | 229 | 81.66 | | 6-Month | 203 | 217 | 93.55 | | 1-Year | 171 | 207 | 82.61 | | 3-Year | 98 | 198 | 49.49 | | 5-Year | 92 | 186 | 49.46 |
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0.28% Nasdaq 0.00%
Performance
