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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.75% | | 5-Year Average Return: | 0.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.26% | |
Worst 1-Yr Total Return (2008): | -44.90% | |
Best 3-Yr Total Return (2005-7): | 12.17% | |
Worst 3-Yr Total Return (2006-8): | -11.40% |
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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 | PUGLX | Category | Diff | Index* | Diff | | Year To Date | 23.75 | 31.20 | -7.45 | 24.07 | -0.32 | | 1-Month | 5.59 | 5.67 | -0.08 | 6.00 | -0.41 | | 3-Month | 7.65 | 8.18 | -0.53 | 7.91 | -0.26 | | 1-Year | 24.82 | 34.04 | -9.22 | 25.39 | -0.57 | | 3-Year | -6.08 | -3.89 | -2.19 | -5.79 | -0.29 | | 5-Year | 0.01 | 1.25 | -1.24 | 0.71 | -0.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.60 | 43.84 | -8.24 | 45.76 | -10.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.06 | -18.03 | -1.03 | -18.25 | -0.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PUGLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.90 | -40.67 | -4.23 | | 2007 | | | 22.26 | 13.35 | 8.91 | | 2006 | | | 3.22 | 7.05 | -3.83 | | 2005 | | | 11.82 | 6.71 | 5.11 | | 2004 | | | 13.59 | 7.81 | 5.78 | | 2003 | | | 36.13 | 28.66 | 7.47 | | 2002 | | | -27.79 | -27.64 | -0.15 | | 2001 | | | -22.19 | -22.30 | 0.11 | | 2000 | | | -17.99 | -13.05 | -4.94 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PUGLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.97 | 13.18 | 11.38 | N/A | | 2008 | -13.99 | -2.09 | -16.95 | -21.22 | | 2007 | 2.54 | 6.99 | 6.73 | 4.42 | | 2006 | 5.92 | -4.40 | -2.13 | 4.17 | | 2005 | -0.89 | 4.10 | 4.69 | 3.53 | | 2004 | 5.45 | -0.20 | -4.24 | 12.71 | | 2003 | 0.39 | 16.34 | 3.34 | 12.78 | | 2002 | -0.42 | -11.90 | -17.20 | -0.58 | | 2001 | -21.58 | 9.83 | -21.67 | 15.34 | | 2000 | -1.97 | 1.23 | 3.64 | -20.26 | | 1999 | N/A | N/A | N/A | 20.68 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1436 | 1818 | 78.99 | | 1-Month | 1334 | 1906 | 69.99 | | 3-Month | 647 | 1904 | 33.98 | | 6-Month | 1660 | 1866 | 88.96 | | 1-Year | 1275 | 1815 | 70.25 | | 3-Year | 987 | 1537 | 64.22 | | 5-Year | 794 | 1273 | 62.37 |
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0.10% Nasdaq 
0.27%
Performance
