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| Morningstar Return Rating: | Below average | | Year to Date Return: | 50.92% | | 5-Year Average Return: | -1.61% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.18% | |
Worst 1-Yr Total Return (2008): | -58.76% | |
Best 3-Yr Total Return (2005-7): | 12.03% | |
Worst 3-Yr Total Return (2006-8): | -20.48% |
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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 | PREOX | Category | Diff | Index* | Diff | | Year To Date | 50.92 | 22.72 | 28.2 | 24.07 | 26.85 | | 1-Month | 0.86 | 3.14 | -2.28 | 6.00 | -5.14 | | 3-Month | 7.32 | 3.09 | 4.23 | 7.91 | -0.59 | | 1-Year | 54.03 | 29.36 | 24.67 | 25.39 | 28.64 | | 3-Year | -12.65 | -8.14 | -4.51 | -5.79 | -6.86 | | 5-Year | -1.61 | -0.30 | -1.31 | 0.71 | -2.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 70.43 | 57.49 | 12.94 | 45.76 | 24.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.00 | -19.40 | -7.6 | -18.25 | -8.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PREOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -58.76 | -36.56 | -22.20 | | 2007 | | | 4.96 | -1.10 | 6.06 | | 2006 | | | 16.18 | 15.03 | 1.15 | | 2005 | | | 15.31 | 6.75 | 8.56 | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PREOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.51 | 35.41 | 19.25 | N/A | | 2008 | -16.38 | 0.36 | -21.50 | -37.40 | | 2007 | 7.90 | 10.03 | -3.30 | -8.58 | | 2006 | 12.98 | -2.98 | -0.91 | 6.96 | | 2005 | 0.62 | -2.81 | 11.67 | 5.59 | | 2004 | N/A | N/A | N/A | 11.62 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 32 | 657 | 4.87 | | 1-Month | 645 | 679 | 94.99 | | 3-Month | 46 | 671 | 6.86 | | 6-Month | 46 | 663 | 6.94 | | 1-Year | 33 | 646 | 5.11 | | 3-Year | 452 | 573 | 78.88 | | 5-Year | 313 | 475 | 65.89 |
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