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| Morningstar Return Rating: | Below average | | Year to Date Return: | 8.58% | | 5-Year Average Return: | -2.99% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 23.26% | |
Worst 1-Yr Total Return (2008): | -35.63% | |
Best 3-Yr Total Return (2004-6): | 14.95% | |
Worst 3-Yr Total Return (2006-8): | -10.77% |
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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 | PSQZX | Category | Diff | Index* | Diff | | Year To Date | 8.58 | 22.72 | -14.14 | 24.07 | -15.49 | | 1-Month | 3.17 | 3.14 | 0.03 | 6.00 | -2.83 | | 3-Month | 1.71 | 3.09 | -1.38 | 7.91 | -6.2 | | 1-Year | 16.35 | 29.36 | -13.01 | 25.39 | -9.04 | | 3-Year | -11.93 | -8.14 | -3.79 | -5.79 | -6.14 | | 5-Year | -2.99 | -0.30 | -2.69 | 0.71 | -3.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.76 | 57.49 | -10.73 | 45.76 | 1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.23 | -19.40 | -8.83 | -18.25 | -9.98 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PSQZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.63 | -36.56 | 0.93 | | 2007 | | | -2.61 | -1.10 | -1.51 | | 2006 | | | 13.34 | 15.03 | -1.69 | | 2005 | | | 8.74 | 6.75 | 1.99 | | 2004 | | | 23.26 | 18.94 | 4.32 | | 2003 | | | 41.33 | 43.41 | -2.08 | | 2002 | | | -12.65 | -16.22 | 3.57 | | 2001 | | | 6.39 | 8.92 | -2.53 | | 2000 | | | 12.86 | 11.89 | 0.97 | | 1999 | | | 1.35 | 19.95 | -18.60 |
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| PAST QUARTERLY RETURNS (%) FOR
PSQZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -18.28 | 17.90 | 16.01 | N/A | | 2008 | -7.74 | 0.33 | -5.08 | -26.74 | | 2007 | 3.40 | 6.62 | -3.17 | -8.76 | | 2006 | 12.00 | -4.29 | -1.56 | 7.40 | | 2005 | -1.70 | 3.40 | 4.84 | 2.05 | | 2004 | 5.16 | 3.63 | 0.07 | 13.03 | | 2003 | -4.44 | 18.92 | 7.44 | 15.76 | | 2002 | 8.22 | -6.14 | -17.55 | 4.30 | | 2001 | -6.78 | 13.17 | -15.83 | 19.80 | | 2000 | 3.44 | 4.39 | 3.08 | 1.39 | | 1999 | N/A | N/A | N/A | 9.20 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 624 | 657 | 94.98 | | 1-Month | 115 | 679 | 16.94 | | 3-Month | 342 | 671 | 50.97 | | 6-Month | 550 | 663 | 82.96 | | 1-Year | 536 | 646 | 82.97 | | 3-Year | 400 | 573 | 69.81 | | 5-Year | 334 | 475 | 70.32 |
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0.02% Nasdaq 0.00%
Performance
