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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.86% | | 5-Year Average Return: | 0.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.14% | |
Worst 1-Yr Total Return (2008): | -35.75% | |
Best 3-Yr Total Return (2004-6): | 12.64% | |
Worst 3-Yr Total Return (2006-8): | -7.53% |
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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 | PRFDX | Category | Diff | Index* | Diff | | Year To Date | 16.86 | 15.79 | 1.07 | 17.05 | -0.19 | | 1-Month | -2.00 | -2.21 | 0.21 | -1.86 | -0.14 | | 3-Month | 6.13 | 5.62 | 0.51 | 5.48 | 0.65 | | 1-Year | 9.59 | 9.52 | 0.07 | 9.80 | -0.21 | | 3-Year | -6.90 | -8.36 | 1.46 | -7.02 | 0.12 | | 5-Year | 0.81 | 0.18 | 0.63 | 0.33 | 0.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.06 | 46.84 | 7.22 | 45.76 | 8.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.68 | -16.40 | 0.72 | -18.25 | 2.57 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PRFDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.75 | -37.09 | 1.34 | | 2007 | | | 3.30 | 1.42 | 1.88 | | 2006 | | | 19.14 | 18.15 | 0.99 | | 2005 | | | 4.26 | 5.95 | -1.69 | | 2004 | | | 15.05 | 12.97 | 2.08 | | 2003 | | | 25.78 | 28.44 | -2.66 | | 2002 | | | -13.04 | -18.69 | 5.65 | | 2001 | | | 1.64 | -4.99 | 6.63 | | 2000 | | | 13.12 | 7.87 | 5.25 | | 1999 | | | 3.82 | 6.72 | -2.90 |
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| PAST QUARTERLY RETURNS (%) FOR
PRFDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.36 | 19.44 | 17.94 | N/A | | 2008 | -8.08 | -5.89 | -4.61 | -22.14 | | 2007 | 1.26 | 6.76 | -1.34 | -3.14 | | 2006 | 5.36 | -0.29 | 5.57 | 7.42 | | 2005 | -0.62 | 0.34 | 2.88 | 1.63 | | 2004 | 1.91 | 2.59 | 0.72 | 9.25 | | 2003 | -6.02 | 16.82 | 1.49 | 12.90 | | 2002 | 4.62 | -7.93 | -17.33 | 9.21 | | 2001 | -2.81 | 5.76 | -8.28 | 7.81 | | 2000 | -2.92 | 0.16 | 6.88 | 8.85 | | 1999 | N/A | N/A | N/A | 0.85 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 493 | 1335 | 36.93 | | 1-Month | 565 | 1379 | 40.97 | | 3-Month | 807 | 1368 | 58.99 | | 6-Month | 430 | 1346 | 31.95 | | 1-Year | 410 | 1318 | 31.11 | | 3-Year | 275 | 1124 | 24.47 | | 5-Year | 267 | 934 | 28.59 |
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