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| Morningstar Return Rating: | Above average | | Year to Date Return: | 37.12% | | 5-Year Average Return: | 2.94% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.37% | |
Worst 1-Yr Total Return (2008): | -41.52% | |
Best 3-Yr Total Return (2004-6): | 13.63% | |
Worst 3-Yr Total Return (2006-8): | -9.57% |
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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 | PRSGX | Category | Diff | Index* | Diff | | Year To Date | 37.12 | 31.20 | 5.92 | 24.07 | 13.05 | | 1-Month | 5.53 | 5.67 | -0.14 | 6.00 | -0.47 | | 3-Month | 8.11 | 8.18 | -0.07 | 7.91 | 0.2 | | 1-Year | 41.85 | 34.04 | 7.81 | 25.39 | 16.46 | | 3-Year | -3.89 | -3.89 | 0 | -5.79 | 1.9 | | 5-Year | 2.94 | 1.25 | 1.69 | 0.71 | 2.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.09 | 43.84 | 12.25 | 45.76 | 10.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.78 | -18.03 | 2.25 | -18.25 | 2.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PRSGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.52 | -40.67 | -0.85 | | 2007 | | | 8.65 | 13.35 | -4.70 | | 2006 | | | 16.37 | 7.05 | 9.32 | | 2005 | | | 9.47 | 6.71 | 2.76 | | 2004 | | | 15.16 | 7.81 | 7.35 | | 2003 | | | 34.09 | 28.66 | 5.43 | | 2002 | | | -19.86 | -27.64 | 7.78 | | 2001 | | | -7.63 | -22.30 | 14.67 | | 2000 | | | -0.11 | -13.05 | 12.94 | | 1999 | | | 21.20 | 38.87 | -17.67 |
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| PAST QUARTERLY RETURNS (%) FOR
PRSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.01 | 21.62 | 17.54 | N/A | | 2008 | -10.45 | -0.64 | -12.76 | -24.66 | | 2007 | 1.67 | 7.47 | 2.06 | -2.57 | | 2006 | 6.48 | -3.09 | 4.36 | 8.07 | | 2005 | -2.19 | 2.42 | 5.50 | 3.58 | | 2004 | 3.85 | 0.33 | -1.23 | 11.91 | | 2003 | -4.94 | 18.81 | 4.22 | 13.93 | | 2002 | 1.35 | -10.80 | -18.40 | 8.63 | | 2001 | -11.83 | 7.58 | -15.43 | 15.15 | | 2000 | 4.69 | -1.02 | 0.93 | -4.47 | | 1999 | N/A | N/A | N/A | 15.91 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 399 | 1818 | 21.95 | | 1-Month | 1162 | 1906 | 60.97 | | 3-Month | 1123 | 1904 | 58.98 | | 6-Month | 261 | 1866 | 13.99 | | 1-Year | 337 | 1815 | 18.57 | | 3-Year | 713 | 1537 | 46.39 | | 5-Year | 208 | 1273 | 16.34 |
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