|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.54% | | 5-Year Average Return: | -0.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.17% | |
Worst 1-Yr Total Return (2008): | -37.10% | |
Best 3-Yr Total Return (2004-6): | 9.80% | |
Worst 3-Yr Total Return (2006-8): | -8.72% |
|
| 1-Year: | -10.27% | | 3-Year: | -6.86% | | 5-Year: | -0.13% | | 10-Year: | -0.95% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PSIAX | Category | Diff | Index* | Diff | | Year To Date | 16.54 | 18.65 | -2.11 | 17.05 | -0.51 | | 1-Month | -1.83 | -2.18 | 0.35 | -1.86 | 0.03 | | 3-Month | 5.30 | 5.08 | 0.22 | 5.48 | -0.18 | | 1-Year | 9.39 | 11.86 | -2.47 | 9.80 | -0.41 | | 3-Year | -7.38 | -6.78 | -0.6 | -7.02 | -0.36 | | 5-Year | -0.13 | 0.49 | -0.62 | 0.33 | -0.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.33 | 45.26 | 0.07 | 45.76 | -0.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.45 | -15.99 | -2.46 | -18.25 | -0.2 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PSIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.10 | -37.79 | 0.69 | | 2007 | | | 4.99 | 6.16 | -1.17 | | 2006 | | | 15.17 | 14.17 | 1.00 | | 2005 | | | 4.28 | 5.88 | -1.60 | | 2004 | | | 10.22 | 10.02 | 0.20 | | 2003 | | | 27.93 | 27.05 | 0.88 | | 2002 | | | -22.52 | -22.25 | -0.27 | | 2001 | | | -12.39 | -13.50 | 1.11 | | 2000 | | | -9.10 | -6.31 | -2.79 | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PSIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.13 | 15.82 | 15.33 | N/A | | 2008 | -9.54 | -2.79 | -8.43 | -21.88 | | 2007 | 0.48 | 6.17 | 1.91 | -3.42 | | 2006 | 4.08 | -1.52 | 5.49 | 6.52 | | 2005 | -2.23 | 1.18 | 3.41 | 1.93 | | 2004 | 1.53 | 1.59 | -2.03 | 9.08 | | 2003 | -3.22 | 15.19 | 2.47 | 11.98 | | 2002 | 0.12 | -13.50 | -17.32 | 8.21 | | 2001 | -11.88 | 5.64 | -14.81 | 10.47 | | 2000 | 2.12 | -2.65 | -0.93 | -7.71 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1248 | 2013 | 62.00 | | 1-Month | 485 | 2110 | 22.99 | | 3-Month | 815 | 2090 | 39.00 | | 6-Month | 983 | 2049 | 47.97 | | 1-Year | 1006 | 1999 | 50.33 | | 3-Year | 804 | 1694 | 47.46 | | 5-Year | 682 | 1352 | 50.44 |
|
|
|
|
|
1.00% Nasdaq 
Performance
