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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.11% | | 5-Year Average Return: | 5.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 31.56% | |
Worst 1-Yr Total Return (2008): | -43.35% | |
Best 3-Yr Total Return (2004-6): | 18.61% | |
Worst 3-Yr Total Return (2006-8): | -4.91% |
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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 | PRESX | Category | Diff | Index* | Diff | | Year To Date | 29.11 | 39.98 | -10.87 | 27.36 | 1.75 | | 1-Month | -3.12 | -1.29 | -1.83 | -1.25 | -1.87 | | 3-Month | 7.63 | 11.09 | -3.46 | 8.10 | -0.47 | | 1-Year | 33.78 | 32.06 | 1.72 | 27.71 | 6.07 | | 3-Year | -2.79 | -5.86 | 3.07 | -5.22 | 2.43 | | 5-Year | 5.90 | 6.04 | -0.14 | 5.10 | 0.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 64.99 | 66.82 | -1.83 | 59.35 | 5.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.34 | -17.94 | 7.6 | -14.95 | 4.61 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PRESX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.35 | -49.79 | 6.44 | | 2007 | | | 15.36 | 12.52 | 2.84 | | 2006 | | | 31.56 | 33.56 | -2.00 | | 2005 | | | 8.94 | 15.27 | -6.33 | | 2004 | | | 16.42 | 21.40 | -4.98 | | 2003 | | | 36.57 | 39.00 | -2.43 | | 2002 | | | -18.66 | -13.89 | -4.77 | | 2001 | | | -20.65 | -19.15 | -1.50 | | 2000 | | | -6.66 | -9.12 | 2.46 | | 1999 | | | 19.70 | 30.54 | -10.84 |
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| PAST QUARTERLY RETURNS (%) FOR
PRESX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.12 | 25.21 | 22.51 | N/A | | 2008 | -7.43 | -6.06 | -19.12 | -19.46 | | 2007 | 4.95 | 7.12 | 1.54 | 1.06 | | 2006 | 10.43 | -1.11 | 6.35 | 13.28 | | 2005 | 0.40 | -1.95 | 8.27 | 2.21 | | 2004 | 1.38 | 0.17 | 0.17 | 14.44 | | 2003 | -9.47 | 22.21 | 3.30 | 19.49 | | 2002 | 0.12 | -5.18 | -22.89 | 11.12 | | 2001 | -17.05 | -1.23 | -12.54 | 10.73 | | 2000 | -0.21 | -1.39 | -6.86 | 1.84 | | 1999 | N/A | N/A | N/A | 20.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 39 | 116 | 33.62 | | 1-Month | 100 | 127 | 78.74 | | 3-Month | 100 | 122 | 81.97 | | 6-Month | 68 | 121 | 56.20 | | 1-Year | 23 | 114 | 20.18 | | 3-Year | 13 | 100 | 13.00 | | 5-Year | 36 | 94 | 38.30 |
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1.48% Nasdaq 0.00%
Performance
