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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.99% | | 5-Year Average Return: | 0.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.34% | |
Worst 1-Yr Total Return (2008): | -37.12% | |
Best 3-Yr Total Return (2004-6): | 9.98% | |
Worst 3-Yr Total Return (2006-8): | -8.67% |
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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 | PSPYX | Category | Diff | Index* | Diff | | Year To Date | 23.99 | 25.10 | -1.11 | 24.07 | -0.08 | | 1-Month | 5.97 | 5.28 | 0.69 | 6.00 | -0.03 | | 3-Month | 7.78 | 7.01 | 0.77 | 7.91 | -0.13 | | 1-Year | 25.36 | 28.01 | -2.65 | 25.39 | -0.03 | | 3-Year | -6.01 | -5.87 | -0.14 | -5.79 | -0.22 | | 5-Year | 0.42 | 0.64 | -0.22 | 0.71 | -0.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.79 | 46.08 | -0.29 | 45.76 | 0.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.21 | -17.41 | -0.8 | -18.25 | 0.04 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PSPYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.12 | -37.79 | 0.67 | | 2007 | | | 5.05 | 6.16 | -1.11 | | 2006 | | | 15.34 | 14.17 | 1.17 | | 2005 | | | 4.54 | 5.88 | -1.34 | | 2004 | | | 10.34 | 10.02 | 0.32 | | 2003 | | | 28.09 | 27.05 | 1.04 | | 2002 | | | -22.38 | -22.25 | -0.13 | | 2001 | | | -12.13 | -13.50 | 1.37 | | 2000 | | | -9.60 | -6.31 | -3.29 | | 1999 | | | 20.37 | 20.16 | 0.21 |
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| PAST QUARTERLY RETURNS (%) FOR
PSPYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.91 | 15.89 | 15.52 | N/A | | 2008 | -9.51 | -2.79 | -8.35 | -22.00 | | 2007 | 0.55 | 6.16 | 1.93 | -3.45 | | 2006 | 4.14 | -1.52 | 5.58 | 6.53 | | 2005 | -2.20 | 1.31 | 3.51 | 1.93 | | 2004 | 1.54 | 1.60 | -1.95 | 9.07 | | 2003 | -3.33 | 15.30 | 2.55 | 12.06 | | 2002 | 0.15 | -13.44 | -17.35 | 8.33 | | 2001 | -11.90 | 5.81 | -14.69 | 10.49 | | 2000 | 2.13 | -2.78 | -1.10 | -7.94 | | 1999 | N/A | N/A | N/A | 14.62 |
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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 | 474 | 2064 | 22.97 | | 1-Year | | 2011 | N/A | | 3-Year | | 1707 | N/A | | 5-Year | | 1360 | N/A |
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0.26% Nasdaq 0.00%
Performance
