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| Morningstar Return Rating: | High | | Year to Date Return: | 17.83% | | 5-Year Average Return: | 6.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.75% | |
Worst 1-Yr Total Return (2008): | -28.77% | |
Best 3-Yr Total Return (2005-7): | 13.89% | |
Worst 3-Yr Total Return (2006-8): | -2.50% |
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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 | PRHSX | Category | Diff | Index* | Diff | | Year To Date | 17.83 | 10.05 | 7.78 | 17.05 | 0.78 | | 1-Month | -5.35 | -4.79 | -0.56 | -1.86 | -3.49 | | 3-Month | 0.34 | -0.29 | 0.63 | 5.48 | -5.14 | | 1-Year | 15.33 | 8.75 | 6.58 | 9.80 | 5.53 | | 3-Year | 0.64 | -2.62 | 3.26 | -7.02 | 7.66 | | 5-Year | 6.64 | 3.14 | 3.5 | 0.33 | 6.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.10 | 29.31 | 7.79 | 45.76 | -8.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.93 | -11.79 | 0.86 | -18.25 | 7.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PRHSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.77 | -23.43 | -5.34 | | 2007 | | | 18.75 | 9.27 | 9.48 | | 2006 | | | 9.58 | 4.27 | 5.31 | | 2005 | | | 13.53 | 9.64 | 3.89 | | 2004 | | | 15.84 | 9.84 | 6.00 | | 2003 | | | 37.49 | 32.51 | 4.98 | | 2002 | | | -27.74 | -28.13 | 0.39 | | 2001 | | | -5.97 | -11.26 | 5.29 | | 2000 | | | 52.19 | 56.75 | -4.56 | | 1999 | | | 7.97 | 18.58 | -10.61 |
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| PAST QUARTERLY RETURNS (%) FOR
PRHSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.08 | 13.34 | 13.33 | N/A | | 2008 | -11.62 | 3.60 | -3.78 | -19.15 | | 2007 | 3.52 | 4.95 | 5.67 | 3.43 | | 2006 | 5.31 | -6.02 | 4.55 | 5.90 | | 2005 | -9.65 | 7.76 | 11.64 | 4.45 | | 2004 | 8.62 | 2.31 | -4.24 | 8.86 | | 2003 | 4.34 | 18.43 | 1.90 | 9.20 | | 2002 | -5.88 | -16.93 | -9.24 | 1.82 | | 2001 | -25.39 | 22.24 | -10.46 | 15.15 | | 2000 | 12.81 | 20.03 | 15.21 | -2.44 | | 1999 | N/A | N/A | N/A | 14.33 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 14 | 165 | 8.48 | | 1-Month | 68 | 171 | 39.77 | | 3-Month | 56 | 170 | 32.94 | | 6-Month | 26 | 165 | 15.76 | | 1-Year | 13 | 165 | 7.88 | | 3-Year | 9 | 151 | 5.96 | | 5-Year | 10 | 143 | 6.99 |
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