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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.94% | | 5-Year Average Return: | 0.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.51% | |
Worst 1-Yr Total Return (2008): | -36.95% | |
Best 3-Yr Total Return (2004-6): | 10.09% | |
Worst 3-Yr Total Return (2006-8): | -8.48% |
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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 | PSIFX | Category | Diff | Index* | Diff | | Year To Date | 16.94 | 18.65 | -1.71 | 17.05 | -0.11 | | 1-Month | -1.78 | -2.18 | 0.4 | -1.86 | 0.08 | | 3-Month | 5.43 | 5.08 | 0.35 | 5.48 | -0.05 | | 1-Year | 9.82 | 11.86 | -2.04 | 9.80 | 0.02 | | 3-Year | -7.11 | -6.78 | -0.33 | -7.02 | -0.09 | | 5-Year | 0.15 | 0.49 | -0.34 | 0.33 | -0.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.58 | 45.26 | 0.32 | 45.76 | -0.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.19 | -15.99 | -2.2 | -18.25 | 0.06 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PSIFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.95 | -37.79 | 0.84 | | 2007 | | | 5.25 | 6.16 | -0.91 | | 2006 | | | 15.51 | 14.17 | 1.34 | | 2005 | | | 4.53 | 5.88 | -1.35 | | 2004 | | | 10.51 | 10.02 | 0.49 | | 2003 | | | 28.18 | 27.05 | 1.13 | | 2002 | | | -22.33 | -22.25 | -0.08 | | 2001 | | | -12.17 | -13.50 | 1.33 | | 2000 | | | -8.86 | -6.31 | -2.55 | | 1999 | | | 20.50 | 20.16 | 0.34 |
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| PAST QUARTERLY RETURNS (%) FOR
PSIFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.03 | 15.92 | 15.45 | N/A | | 2008 | -9.47 | -2.75 | -8.38 | -21.84 | | 2007 | 0.54 | 6.22 | 1.99 | -3.37 | | 2006 | 4.14 | -1.45 | 5.58 | 6.59 | | 2005 | -2.19 | 1.25 | 3.48 | 2.00 | | 2004 | 1.61 | 1.63 | -1.95 | 9.15 | | 2003 | -3.21 | 15.29 | 2.56 | 12.01 | | 2002 | 0.20 | -13.48 | -17.29 | 8.33 | | 2001 | -11.87 | 5.75 | -14.78 | 10.59 | | 2000 | 2.21 | -2.61 | -0.83 | -7.67 | | 1999 | N/A | N/A | N/A | 14.76 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1127 | 2013 | 55.99 | | 1-Month | 443 | 2110 | 21.00 | | 3-Month | 627 | 2090 | 30.00 | | 6-Month | 799 | 2049 | 38.99 | | 1-Year | 901 | 1999 | 45.07 | | 3-Year | 697 | 1694 | 41.15 | | 5-Year | 585 | 1352 | 43.27 |
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0.22% Nasdaq 
Performance
