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| Morningstar Return Rating: | High | | Year to Date Return: | 51.50% | | 5-Year Average Return: | 7.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 21.99% | |
Worst 1-Yr Total Return (2008): | -39.65% | |
Best 3-Yr Total Return (2004-6): | 17.64% | |
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 | PTWZX | Category | Diff | Index* | Diff | | Year To Date | 51.50 | 31.20 | 20.3 | 24.07 | 27.43 | | 1-Month | 7.17 | 5.67 | 1.5 | 6.00 | 1.17 | | 3-Month | 14.36 | 8.18 | 6.18 | 7.91 | 6.45 | | 1-Year | 53.56 | 34.04 | 19.52 | 25.39 | 28.17 | | 3-Year | 0.51 | -3.89 | 4.4 | -5.79 | 6.3 | | 5-Year | 7.86 | 1.25 | 6.61 | 0.71 | 7.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.72 | 43.84 | 7.88 | 45.76 | 5.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.83 | -18.03 | 0.2 | -18.25 | 0.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PTWZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.65 | -40.67 | 1.02 | | 2007 | | | 10.27 | 13.35 | -3.08 | | 2006 | | | 14.46 | 7.05 | 7.41 | | 2005 | | | 21.99 | 6.71 | 15.28 | | 2004 | | | 16.61 | 7.81 | 8.80 | | 2003 | | | 29.05 | 28.66 | 0.39 | | 2002 | | | -22.37 | -27.64 | 5.27 | | 2001 | | | -1.88 | -22.30 | 20.42 | | 2000 | | | -8.10 | -13.05 | 4.95 | | 1999 | | | 32.30 | 38.87 | -6.57 |
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| PAST QUARTERLY RETURNS (%) FOR
PTWZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.62 | 21.48 | 15.65 | N/A | | 2008 | -9.73 | 10.62 | -19.13 | -25.27 | | 2007 | 2.87 | 5.75 | 2.70 | -1.31 | | 2006 | 4.73 | -2.60 | 5.28 | 6.57 | | 2005 | 0.16 | 4.90 | 12.05 | 3.63 | | 2004 | 2.86 | 3.68 | -1.21 | 10.68 | | 2003 | -4.29 | 14.30 | 3.70 | 13.75 | | 2002 | -0.92 | -11.01 | -18.76 | 8.39 | | 2001 | -3.90 | 6.44 | -14.80 | 12.59 | | 2000 | -0.51 | -5.41 | 0.24 | -2.59 | | 1999 | N/A | N/A | N/A | 19.68 |
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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 | 54 | 1815 | 2.98 | | 3-Year | 98 | 1537 | 6.38 | | 5-Year | 13 | 1273 | 1.02 |
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0.51% Nasdaq 
Performance
