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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.39% | | 5-Year Average Return: | -0.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.13% | |
Worst 1-Yr Total Return (2008): | -37.61% | |
Best 3-Yr Total Return (2004-6): | 10.53% | |
Worst 3-Yr Total Return (2006-8): | -8.39% |
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| 1-Year: | -15.48% | | 3-Year: | -8.58% | | 5-Year: | -1.09% | | 10-Year: | -0.88% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PTMAX | Category | Diff | Index* | Diff | | Year To Date | 18.39 | 25.10 | -6.71 | 24.07 | -5.68 | | 1-Month | 5.95 | 5.28 | 0.67 | 6.00 | -0.05 | | 3-Month | 7.50 | 7.01 | 0.49 | 7.91 | -0.41 | | 1-Year | 20.74 | 28.01 | -7.27 | 25.39 | -4.65 | | 3-Year | -7.27 | -5.87 | -1.4 | -5.79 | -1.48 | | 5-Year | -0.34 | 0.64 | -0.98 | 0.71 | -1.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.71 | 46.08 | -5.37 | 45.76 | -5.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.80 | -17.41 | -4.39 | -18.25 | -3.55 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PTMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.61 | -37.79 | 0.18 | | 2007 | | | 6.12 | 6.16 | -0.04 | | 2006 | | | 16.13 | 14.17 | 1.96 | | 2005 | | | 4.57 | 5.88 | -1.31 | | 2004 | | | 11.18 | 10.02 | 1.16 | | 2003 | | | 29.64 | 27.05 | 2.59 | | 2002 | | | -20.74 | -22.25 | 1.51 | | 2001 | | | -15.02 | -13.50 | -1.52 | | 2000 | | | -6.11 | -6.31 | 0.20 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PTMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.54 | 13.68 | 14.81 | N/A | | 2008 | -10.65 | -1.83 | -9.22 | -21.65 | | 2007 | 0.97 | 6.59 | 1.11 | -2.48 | | 2006 | 4.92 | -1.98 | 5.54 | 6.98 | | 2005 | -1.17 | 0.64 | 2.99 | 2.09 | | 2004 | 1.99 | 1.75 | -1.82 | 9.12 | | 2003 | -2.58 | 15.21 | 2.64 | 12.53 | | 2002 | 0.61 | -12.18 | -16.53 | 7.48 | | 2001 | -13.28 | 5.81 | -15.14 | 9.14 | | 2000 | 4.32 | -3.83 | 1.71 | -7.99 | | 1999 | N/A | N/A | N/A | 15.75 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1717 | 2021 | 84.96 | | 1-Month | 464 | 2113 | 21.96 | | 3-Month | 313 | 2091 | 14.97 | | 6-Month | 949 | 2064 | 45.98 | | 1-Year | 1445 | 2011 | 71.85 | | 3-Year | 1134 | 1707 | 66.43 | | 5-Year | 871 | 1360 | 64.04 |
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0.02% Nasdaq 
Performance
