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| Morningstar Return Rating: | Average | | Year to Date Return: | -5.63% | | 5-Year Average Return: | 1.29% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 70.58% | |
Worst 1-Yr Total Return (2008): | -49.08% | |
Best 3-Yr Total Return (2005-7): | 6.71% | |
Worst 3-Yr Total Return (2006-8): | -17.36% |
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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 | PTSGX | Category | Diff | Index* | Diff | | Year To Date | -5.63 | -4.87 | -0.76 | -3.60 | -2.03 | | 1-Month | -5.63 | -4.87 | -0.76 | -3.60 | -2.03 | | 3-Month | 5.59 | 3.82 | 1.77 | 4.16 | 1.43 | | 1-Year | 63.42 | 35.76 | 27.66 | 33.14 | 30.28 | | 3-Year | -2.36 | -5.20 | 2.84 | -7.24 | 4.88 | | 5-Year | 1.29 | 0.87 | 0.42 | 0.18 | 1.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.80 | 44.07 | 19.73 | 45.76 | 18.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.16 | -18.03 | 3.87 | -18.25 | 4.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PTSGX | Category | Diff | | 2009 | | | 70.58 | 35.68 | 34.90 | | 2008 | | | -49.08 | -40.67 | -8.41 | | 2007 | | | 18.53 | 13.35 | 5.18 | | 2006 | | | -6.50 | 7.05 | -13.55 | | 2005 | | | 9.63 | 6.71 | 2.92 | | 2004 | | | 19.00 | 7.81 | 11.19 | | 2003 | | | 36.99 | 28.66 | 8.33 | | 2002 | | | -28.13 | -27.64 | -0.49 | | 2001 | | | -15.20 | -22.30 | 7.10 | | 2000 | | | N/A | -13.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PTSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.69 | 22.00 | 20.87 | 10.50 | | 2008 | -15.20 | 4.61 | -16.89 | -30.93 | | 2007 | 2.45 | 4.27 | 9.40 | 1.43 | | 2006 | -1.93 | -7.98 | 0.93 | 2.64 | | 2005 | -9.10 | 7.55 | 5.26 | 6.54 | | 2004 | 6.12 | 4.88 | -4.09 | 11.47 | | 2003 | 3.66 | 14.52 | 6.70 | 8.15 | | 2002 | -2.78 | -15.90 | -18.15 | 7.39 | | 2001 | -20.31 | 8.39 | -23.67 | 28.63 | | 2000 | N/A | N/A | N/A | -16.57 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1430 | 1882 | 75.98 | | 1-Month | 1411 | 1882 | 74.97 | | 3-Month | 336 | 1867 | 18.00 | | 6-Month | 18 | 1860 | 0.97 | | 1-Year | 26 | 1787 | 1.45 | | 3-Year | 189 | 1545 | 12.23 | | 5-Year | 353 | 1265 | 27.91 |
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1.52% Nasdaq 0.00%
Performance
