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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.77% | | 5-Year Average Return: | 0.89% | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 35.06% | |
Worst 1-Yr Total Return (2008): | -33.39% | |
Best 3-Yr Total Return (2006-8): | -9.85% | |
Worst 3-Yr Total Return (2006-8): | -9.85% |
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| 1-Year: | -27.17% | | 3-Year: | -12.54% | | 5-Year: | 2.17% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PRLEX | Category | Diff | Index* | Diff | | Year To Date | 18.77 | 22.99 | -4.22 | 24.07 | -5.3 | | 1-Month | 6.85 | 6.66 | 0.19 | 6.00 | 0.85 | | 3-Month | 9.39 | 8.82 | 0.57 | 7.91 | 1.48 | | 1-Year | 35.08 | 42.04 | -6.96 | 25.39 | 9.69 | | 3-Year | -14.05 | -15.72 | 1.67 | -5.79 | -8.26 | | 5-Year | 0.89 | -1.07 | 1.96 | 0.71 | 0.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 72.17 | 78.85 | -6.68 | 45.76 | 26.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.87 | -30.70 | 2.83 | -18.25 | -9.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PRLEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.39 | -39.55 | 6.16 | | 2007 | | | -18.56 | -14.66 | -3.90 | | 2006 | | | 35.06 | 33.58 | 1.48 | | 2005 | | | N/A | 11.51 | N/A | | 2004 | | | N/A | 32.02 | N/A | | 2003 | | | N/A | 36.80 | N/A | | 2002 | | | N/A | 4.54 | N/A | | 2001 | | | N/A | 10.00 | N/A | | 2000 | | | N/A | 27.02 | N/A | | 1999 | | | N/A | -2.76 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PRLEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -29.61 | 24.04 | 32.84 | N/A | | 2008 | 1.38 | -5.36 | 5.15 | -33.97 | | 2007 | 1.83 | -11.48 | 2.58 | -11.92 | | 2006 | 15.95 | -0.90 | 7.56 | 9.28 | | 2005 | N/A | N/A | 3.62 | 3.76 | | 2004 | N/A | N/A | N/A | N/A | | 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 | 184 | 267 | 68.91 | | 1-Month | 126 | 282 | 44.68 | | 3-Month | 93 | 276 | 33.70 | | 6-Month | 94 | 270 | 34.81 | | 1-Year | 177 | 265 | 66.79 | | 3-Year | 45 | 228 | 19.74 | | 5-Year | | 201 | N/A |
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0.02% Nasdaq 
0.33%
Performance
