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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.10% | | 5-Year Average Return: | 0.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.38% | |
Worst 1-Yr Total Return (2008): | -43.56% | |
Best 3-Yr Total Return (2005-7): | 9.41% | |
Worst 3-Yr Total Return (2006-8): | -10.60% |
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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 | PUMYX | Category | Diff | Index* | Diff | | Year To Date | 31.10 | 31.59 | -0.49 | 24.07 | 7.03 | | 1-Month | 3.99 | 4.49 | -0.5 | 6.00 | -2.01 | | 3-Month | 4.92 | 6.16 | -1.24 | 7.91 | -2.99 | | 1-Year | 37.08 | 35.24 | 1.84 | 25.39 | 11.69 | | 3-Year | -4.89 | -5.04 | 0.15 | -5.79 | 0.9 | | 5-Year | 0.37 | 1.47 | -1.1 | 0.71 | -0.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.36 | 48.99 | 4.37 | 45.76 | 7.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.59 | -20.53 | 1.94 | -18.25 | -0.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PUMYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.56 | -43.77 | 0.21 | | 2007 | | | 16.38 | 15.09 | 1.29 | | 2006 | | | 8.77 | 9.00 | -0.23 | | 2005 | | | 3.47 | 9.84 | -6.37 | | 2004 | | | 11.22 | 13.23 | -2.01 | | 2003 | | | 37.75 | 35.96 | 1.79 | | 2002 | | | -20.03 | -27.24 | 7.21 | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PUMYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.81 | 20.80 | 15.47 | N/A | | 2008 | -16.54 | 4.39 | -12.17 | -26.24 | | 2007 | 5.15 | 9.03 | 3.78 | -2.18 | | 2006 | 11.78 | -8.58 | -1.56 | 8.12 | | 2005 | -4.58 | 3.43 | 2.53 | 2.25 | | 2004 | 3.95 | -3.23 | -3.41 | 14.47 | | 2003 | -3.72 | 19.60 | 4.57 | 14.39 | | 2002 | -2.18 | -9.42 | -17.20 | 9.00 | | 2001 | N/A | 24.87 | -26.36 | 26.77 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 430 | 827 | 52.00 | | 1-Month | 193 | 881 | 21.91 | | 3-Month | 492 | 879 | 55.97 | | 6-Month | 620 | 862 | 71.93 | | 1-Year | 278 | 825 | 33.70 | | 3-Year | 284 | 734 | 38.69 | | 5-Year | 361 | 632 | 57.12 |
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0.11% Nasdaq 
0.01%
Performance
