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| Morningstar Return Rating: | High | | Year to Date Return: | 51.12% | | 5-Year Average Return: | 7.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 21.67% | |
Worst 1-Yr Total Return (2008): | -39.81% | |
Best 3-Yr Total Return (2004-6): | 17.35% | |
Worst 3-Yr Total Return (2006-8): | -8.90% |
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| 1-Year: | -0.48% | | 3-Year: | -2.04% | | 5-Year: | 6.29% | | 10-Year: | 4.32% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PTWAX | Category | Diff | Index* | Diff | | Year To Date | 51.12 | 31.20 | 19.92 | 24.07 | 27.05 | | 1-Month | 7.24 | 5.67 | 1.57 | 6.00 | 1.24 | | 3-Month | 14.31 | 8.18 | 6.13 | 7.91 | 6.4 | | 1-Year | 53.23 | 34.04 | 19.19 | 25.39 | 27.84 | | 3-Year | 0.24 | -3.89 | 4.13 | -5.79 | 6.03 | | 5-Year | 7.58 | 1.25 | 6.33 | 0.71 | 6.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.31 | 43.84 | 7.47 | 45.76 | 5.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.10 | -18.03 | -0.07 | -18.25 | 0.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PTWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.81 | -40.67 | 0.86 | | 2007 | | | 10.02 | 13.35 | -3.33 | | 2006 | | | 14.18 | 7.05 | 7.13 | | 2005 | | | 21.67 | 6.71 | 14.96 | | 2004 | | | 16.34 | 7.81 | 8.53 | | 2003 | | | 28.73 | 28.66 | 0.07 | | 2002 | | | -22.60 | -27.64 | 5.04 | | 2001 | | | -2.15 | -22.30 | 20.15 | | 2000 | | | -8.26 | -13.05 | 4.79 | | 1999 | | | 32.00 | 38.87 | -6.87 |
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| PAST QUARTERLY RETURNS (%) FOR
PTWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.53 | 21.35 | 15.59 | N/A | | 2008 | -9.78 | 10.54 | -19.18 | -25.32 | | 2007 | 2.87 | 5.68 | 2.58 | -1.34 | | 2006 | 4.68 | -2.65 | 5.19 | 6.50 | | 2005 | 0.08 | 4.81 | 12.01 | 3.55 | | 2004 | 2.80 | 3.63 | -1.31 | 10.66 | | 2003 | -4.33 | 14.20 | 3.63 | 13.69 | | 2002 | -1.02 | -11.09 | -18.82 | 8.33 | | 2001 | -4.00 | 6.38 | -14.88 | 12.57 | | 2000 | -0.58 | -5.42 | 0.16 | -2.60 | | 1999 | N/A | N/A | N/A | 19.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 54 | 1818 | 2.97 | | 1-Month | 95 | 1906 | 4.98 | | 3-Month | 76 | 1904 | 3.99 | | 6-Month | 37 | 1866 | 1.98 | | 1-Year | 55 | 1815 | 3.03 | | 3-Year | 113 | 1537 | 7.35 | | 5-Year | 15 | 1273 | 1.18 |
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0.33% Nasdaq 
Performance
