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| Morningstar Return Rating: | Above average | | Year to Date Return: | 36.23% | | 5-Year Average Return: | 2.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.74% | |
Worst 1-Yr Total Return (2008): | -38.31% | |
Best 3-Yr Total Return (2005-7): | 8.37% | |
Worst 3-Yr Total Return (2006-8): | -9.05% |
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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 | PRWAX | Category | Diff | Index* | Diff | | Year To Date | 36.23 | 24.15 | 12.08 | 17.05 | 19.18 | | 1-Month | -3.22 | -2.25 | -0.97 | -1.86 | -1.36 | | 3-Month | 3.52 | 4.52 | -1 | 5.48 | -1.96 | | 1-Year | 28.21 | 15.35 | 12.86 | 9.80 | 18.41 | | 3-Year | -0.66 | -4.95 | 4.29 | -7.02 | 6.36 | | 5-Year | 2.81 | 0.99 | 1.82 | 0.33 | 2.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.89 | 42.81 | 8.08 | 45.76 | 5.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.92 | -17.14 | 4.22 | -18.25 | 5.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PRWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.31 | -40.67 | 2.36 | | 2007 | | | 13.74 | 13.35 | 0.39 | | 2006 | | | 7.24 | 7.05 | 0.19 | | 2005 | | | 4.35 | 6.71 | -2.36 | | 2004 | | | 11.10 | 7.81 | 3.29 | | 2003 | | | 35.22 | 28.66 | 6.56 | | 2002 | | | -28.54 | -27.64 | -0.90 | | 2001 | | | -11.89 | -22.30 | 10.41 | | 2000 | | | -10.53 | -13.05 | 2.52 | | 1999 | | | 12.76 | 38.87 | -26.11 |
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| PAST QUARTERLY RETURNS (%) FOR
PRWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.41 | 18.70 | 14.67 | N/A | | 2008 | -8.85 | 4.37 | -12.73 | -25.70 | | 2007 | 1.40 | 7.64 | 5.84 | -1.54 | | 2006 | 3.36 | -4.67 | 3.22 | 5.45 | | 2005 | -4.44 | 2.72 | 2.18 | 4.03 | | 2004 | 2.72 | 2.48 | -3.89 | 9.81 | | 2003 | -0.86 | 18.24 | 3.09 | 11.89 | | 2002 | -4.37 | -17.07 | -18.75 | 10.91 | | 2001 | -15.60 | 10.70 | -21.78 | 20.57 | | 2000 | 2.23 | -3.58 | 0.30 | -9.49 | | 1999 | N/A | N/A | N/A | 15.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 144 | 1802 | 7.99 | | 1-Month | 1285 | 1890 | 67.99 | | 3-Month | 1318 | 1884 | 69.96 | | 6-Month | 968 | 1827 | 52.98 | | 1-Year | 77 | 1797 | 4.28 | | 3-Year | 89 | 1518 | 5.86 | | 5-Year | 172 | 1251 | 13.75 |
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