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| Morningstar Return Rating: | Average | | Year to Date Return: | 53.80% | | 5-Year Average Return: | 10.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 48.97% | |
Worst 1-Yr Total Return (2008): | -62.13% | |
Best 3-Yr Total Return (2005-7): | 36.57% | |
Worst 3-Yr Total Return (2006-8): | -13.48% |
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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 | PSPFX | Category | Diff | Index* | Diff | | Year To Date | 53.80 | 30.53 | 23.27 | 17.05 | 36.75 | | 1-Month | -0.25 | -0.56 | 0.31 | -1.86 | 1.61 | | 3-Month | 11.74 | 5.70 | 6.04 | 5.48 | 6.26 | | 1-Year | 28.55 | 19.86 | 8.69 | 9.80 | 18.75 | | 3-Year | -4.92 | -1.66 | -3.26 | -7.02 | 2.1 | | 5-Year | 10.71 | 8.52 | 2.19 | 0.33 | 10.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.20 | 47.04 | 15.16 | 45.76 | 16.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -38.18 | -26.04 | -12.14 | -18.25 | -19.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PSPFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -62.13 | -48.79 | -13.34 | | 2007 | | | 39.95 | 37.12 | 2.83 | | 2006 | | | 22.19 | 10.53 | 11.66 | | 2005 | | | 48.97 | 38.20 | 10.77 | | 2004 | | | 30.41 | 27.47 | 2.94 | | 2003 | | | 99.56 | 32.76 | 66.80 | | 2002 | | | 17.78 | -0.80 | 18.58 | | 2001 | | | -13.53 | -10.44 | -3.09 | | 2000 | | | 10.66 | 29.49 | -18.83 | | 1999 | | | 14.53 | 30.64 | -16.11 |
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| PAST QUARTERLY RETURNS (%) FOR
PSPFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.61 | 21.10 | 22.88 | N/A | | 2008 | -5.49 | 24.06 | -45.81 | -40.40 | | 2007 | 3.03 | 15.76 | 10.00 | 6.67 | | 2006 | 17.35 | 2.68 | -9.70 | 12.28 | | 2005 | 19.22 | 1.12 | 23.28 | 0.24 | | 2004 | 5.73 | -7.19 | 15.14 | 15.43 | | 2003 | 4.14 | 13.47 | 24.32 | 35.85 | | 2002 | 15.65 | 13.07 | -20.08 | 12.70 | | 2001 | -6.19 | -1.96 | -13.47 | 8.65 | | 2000 | 1.27 | -2.76 | 8.76 | 3.32 | | 1999 | N/A | N/A | N/A | 2.87 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 27 | 185 | 14.59 | | 1-Month | 71 | 193 | 36.79 | | 3-Month | 17 | 192 | 8.85 | | 6-Month | 1 | 192 | 0.52 | | 1-Year | 37 | 179 | 20.67 | | 3-Year | 71 | 109 | 65.14 | | 5-Year | 26 | 79 | 32.91 |
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1.48% Nasdaq 
Performance
