|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.66% | | 5-Year Average Return: | 0.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.95% | |
Worst 1-Yr Total Return (2008): | -43.79% | |
Best 3-Yr Total Return (2005-7): | 9.01% | |
Worst 3-Yr Total Return (2006-8): | -10.94% |
|
| 1-Year: | -7.83% | | 3-Year: | -4.15% | | 5-Year: | 0.82% | | 10-Year: | 1.64% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PQUAX | Category | Diff | Index* | Diff | | Year To Date | 25.66 | 25.80 | -0.14 | 17.05 | 8.61 | | 1-Month | -5.07 | -4.37 | -0.7 | -1.86 | -3.21 | | 3-Month | 2.26 | 4.09 | -1.83 | 5.48 | -3.22 | | 1-Year | 16.13 | 16.23 | -0.1 | 9.80 | 6.33 | | 3-Year | -5.57 | -5.36 | -0.21 | -7.02 | 1.45 | | 5-Year | 0.09 | 1.68 | -1.59 | 0.33 | -0.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.07 | 47.87 | 5.2 | 45.76 | 7.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.02 | -19.87 | 0.85 | -18.25 | -0.77 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PQUAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.79 | -43.77 | -0.02 | | 2007 | | | 15.95 | 15.09 | 0.86 | | 2006 | | | 8.38 | 9.00 | -0.62 | | 2005 | | | 3.07 | 9.84 | -6.77 | | 2004 | | | 10.77 | 13.23 | -2.46 | | 2003 | | | 37.34 | 35.96 | 1.38 | | 2002 | | | -20.15 | -27.24 | 7.09 | | 2001 | | | -14.54 | -19.98 | 5.44 | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PQUAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.97 | 20.68 | 15.42 | N/A | | 2008 | -16.63 | 4.29 | -12.26 | -26.32 | | 2007 | 5.07 | 8.92 | 3.65 | -2.24 | | 2006 | 11.71 | -8.67 | -1.66 | 8.01 | | 2005 | -4.63 | 3.28 | 2.44 | 2.15 | | 2004 | 3.78 | -3.26 | -3.57 | 14.41 | | 2003 | -3.73 | 19.49 | 4.51 | 14.24 | | 2002 | -2.18 | -9.52 | -17.26 | 9.04 | | 2001 | -26.60 | 24.72 | -26.34 | 26.73 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 466 | 848 | 54.95 | | 1-Month | 747 | 901 | 82.91 | | 3-Month | 655 | 898 | 72.94 | | 6-Month | 572 | 868 | 65.90 | | 1-Year | 372 | 847 | 43.92 | | 3-Year | 349 | 749 | 46.60 | | 5-Year | 382 | 636 | 60.06 |
|
|
|
|
|