|
| Morningstar Return Rating: | Average | | Year to Date Return: | 32.85% | | 5-Year Average Return: | 9.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 17.28% | |
Worst 1-Yr Total Return (2008): | -17.71% | |
Best 3-Yr Total Return (2004-6): | 14.49% | |
Worst 3-Yr Total Return (2006-8): | -1.00% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PREMX | Category | Diff | Index* | Diff | | Year To Date | 32.85 | 30.28 | 2.57 | 6.24 | 26.61 | | 1-Month | 0.18 | 0.37 | -0.19 | 0.49 | -0.31 | | 3-Month | 9.09 | 7.25 | 1.84 | 2.60 | 6.49 | | 1-Year | 42.19 | 40.66 | 1.53 | 13.79 | 28.4 | | 3-Year | 5.96 | 5.60 | 0.36 | 6.35 | -0.39 | | 5-Year | 9.56 | 7.82 | 1.74 | 5.05 | 4.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.64 | 33.40 | 0.24 | 7.06 | 26.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.15 | 2.73 | 0.42 | 7.94 | -4.79 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PREMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.71 | -17.64 | -0.07 | | 2007 | | | 5.82 | 5.36 | 0.46 | | 2006 | | | 11.43 | 10.99 | 0.44 | | 2005 | | | 17.28 | 11.50 | 5.78 | | 2004 | | | 14.83 | 12.31 | 2.52 | | 2003 | | | 26.05 | 30.83 | -4.78 | | 2002 | | | 9.52 | 12.69 | -3.17 | | 2001 | | | 9.35 | 12.83 | -3.48 | | 2000 | | | 15.20 | 12.68 | 2.52 | | 1999 | | | 22.97 | 29.58 | -6.61 |
|
| PAST QUARTERLY RETURNS (%) FOR
PREMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.36 | 13.89 | 12.65 | N/A | | 2008 | -0.84 | -0.75 | -5.63 | -11.39 | | 2007 | 2.17 | -0.12 | 2.12 | 1.54 | | 2006 | 2.42 | -2.57 | 6.42 | 4.93 | | 2005 | 1.17 | 7.35 | 4.81 | 3.02 | | 2004 | 3.64 | -4.36 | 8.81 | 6.47 | | 2003 | 6.77 | 12.79 | 0.78 | 3.86 | | 2002 | 6.46 | -5.68 | -0.70 | 9.84 | | 2001 | 3.19 | 4.06 | -3.84 | 5.90 | | 2000 | 8.61 | -0.64 | 5.04 | 1.64 | | 1999 | N/A | N/A | N/A | 13.90 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 40 | 112 | 35.71 | | 1-Month | 71 | 113 | 62.83 | | 3-Month | 41 | 113 | 36.28 | | 6-Month | 38 | 112 | 33.93 | | 1-Year | 53 | 108 | 49.07 | | 3-Year | 31 | 72 | 43.06 | | 5-Year | 10 | 52 | 19.23 |
|
|
|
|
|
0.34% Nasdaq 
0.02 (0.16%) 
Performance
