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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.96% | | 5-Year Average Return: | 0.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.41% | |
Worst 1-Yr Total Return (2008): | -37.06% | |
Best 3-Yr Total Return (2004-6): | 10.09% | |
Worst 3-Yr Total Return (2006-8): | -8.58% |
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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 | PREIX | Category | Diff | Index* | Diff | | Year To Date | 16.96 | 18.65 | -1.69 | 17.05 | -0.09 | | 1-Month | -1.86 | -2.18 | 0.32 | -1.86 | 0 | | 3-Month | 5.40 | 5.08 | 0.32 | 5.48 | -0.08 | | 1-Year | 9.71 | 11.86 | -2.15 | 9.80 | -0.09 | | 3-Year | -7.19 | -6.78 | -0.41 | -7.02 | -0.17 | | 5-Year | 0.11 | 0.49 | -0.38 | 0.33 | -0.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.67 | 45.26 | 0.41 | 45.76 | -0.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.23 | -15.99 | -2.24 | -18.25 | 0.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PREIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.06 | -37.79 | 0.73 | | 2007 | | | 5.18 | 6.16 | -0.98 | | 2006 | | | 15.41 | 14.17 | 1.24 | | 2005 | | | 4.62 | 5.88 | -1.26 | | 2004 | | | 10.51 | 10.02 | 0.49 | | 2003 | | | 28.31 | 27.05 | 1.26 | | 2002 | | | -22.21 | -22.25 | 0.04 | | 2001 | | | -12.17 | -13.50 | 1.33 | | 2000 | | | -9.30 | -6.31 | -2.99 | | 1999 | | | 20.64 | 20.16 | 0.48 |
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| PAST QUARTERLY RETURNS (%) FOR
PREIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.02 | 15.99 | 15.48 | N/A | | 2008 | -9.50 | -2.79 | -8.35 | -21.94 | | 2007 | 0.55 | 6.19 | 1.96 | -3.39 | | 2006 | 4.11 | -1.51 | 5.57 | 6.61 | | 2005 | -2.21 | 1.29 | 3.53 | 2.02 | | 2004 | 1.60 | 1.62 | -1.95 | 9.16 | | 2003 | -3.26 | 15.33 | 2.59 | 12.09 | | 2002 | 0.20 | -13.46 | -17.23 | 8.38 | | 2001 | -11.91 | 5.68 | -14.68 | 10.58 | | 2000 | 2.25 | -2.73 | -1.02 | -7.87 | | 1999 | N/A | N/A | N/A | 14.81 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1107 | 2013 | 54.99 | | 1-Month | 548 | 2110 | 25.97 | | 3-Month | 689 | 2090 | 32.97 | | 6-Month | 881 | 2049 | 43.00 | | 1-Year | 927 | 1999 | 46.37 | | 3-Year | 731 | 1694 | 43.15 | | 5-Year | 600 | 1352 | 44.38 |
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1.48% Nasdaq 0.00%
Performance
