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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.67% | | 5-Year Average Return: | 0.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.12% | |
Worst 1-Yr Total Return (2008): | -37.26% | |
Best 3-Yr Total Return (2004-6): | 9.76% | |
Worst 3-Yr Total Return (2006-8): | -8.89% |
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| 1-Year: | -9.52% | | 3-Year: | -6.69% | | 5-Year: | -0.04% | | 10-Year: | -1.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PSPIX | Category | Diff | Index* | Diff | | Year To Date | 23.67 | 25.10 | -1.43 | 24.07 | -0.4 | | 1-Month | 5.91 | 5.28 | 0.63 | 6.00 | -0.09 | | 3-Month | 7.73 | 7.01 | 0.72 | 7.91 | -0.18 | | 1-Year | 25.08 | 28.01 | -2.93 | 25.39 | -0.31 | | 3-Year | -6.26 | -5.87 | -0.39 | -5.79 | -0.47 | | 5-Year | 0.16 | 0.64 | -0.48 | 0.71 | -0.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.60 | 46.08 | -0.48 | 45.76 | -0.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.47 | -17.41 | -1.06 | -18.25 | -0.22 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PSPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.26 | -37.79 | 0.53 | | 2007 | | | 4.72 | 6.16 | -1.44 | | 2006 | | | 15.12 | 14.17 | 0.95 | | 2005 | | | 4.30 | 5.88 | -1.58 | | 2004 | | | 10.13 | 10.02 | 0.11 | | 2003 | | | 27.77 | 27.05 | 0.72 | | 2002 | | | -22.60 | -22.25 | -0.35 | | 2001 | | | -12.38 | -13.50 | 1.12 | | 2000 | | | -9.74 | -6.31 | -3.43 | | 1999 | | | 20.10 | 20.16 | -0.06 |
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| PAST QUARTERLY RETURNS (%) FOR
PSPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.05 | 15.85 | 15.50 | N/A | | 2008 | -9.55 | -2.87 | -8.40 | -22.04 | | 2007 | 0.43 | 6.12 | 1.83 | -3.51 | | 2006 | 4.08 | -1.60 | 5.47 | 6.57 | | 2005 | -2.21 | 1.17 | 3.46 | 1.91 | | 2004 | 1.55 | 1.53 | -2.03 | 9.03 | | 2003 | -3.34 | 15.16 | 2.56 | 11.92 | | 2002 | 0.08 | -13.49 | -17.42 | 8.27 | | 2001 | -11.98 | 5.75 | -14.80 | 10.48 | | 2000 | 2.19 | -2.89 | -1.16 | -7.98 | | 1999 | N/A | N/A | N/A | 14.50 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 2021 | 0.00 | | 1-Month | 0 | 2113 | 0.00 | | 3-Month | 0 | 2091 | 0.00 | | 6-Month | 557 | 2064 | 26.99 | | 1-Year | | 2011 | N/A | | 3-Year | | 1707 | N/A | | 5-Year | | 1360 | N/A |
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0.01% Nasdaq 
Performance
