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| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.74% | | 5-Year Average Return: | 3.07% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 40.19% | |
Worst 1-Yr Total Return (2008): | -44.22% | |
Best 3-Yr Total Return (2004-6): | 30.43% | |
Worst 3-Yr Total Return (2006-8): | -10.89% |
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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 | PURZX | Category | Diff | Index* | Diff | | Year To Date | 33.74 | 33.38 | 0.36 | 29.91 | 3.83 | | 1-Month | 3.60 | 2.58 | 1.02 | 2.00 | 1.6 | | 3-Month | 6.70 | 6.33 | 0.37 | 4.58 | 2.12 | | 1-Year | 46.78 | 43.28 | 3.5 | 37.72 | 9.06 | | 3-Year | -11.72 | -12.12 | 0.4 | -5.52 | -6.2 | | 5-Year | 3.07 | 1.63 | 1.44 | 4.13 | -1.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 80.40 | 77.55 | 2.85 | 59.35 | 21.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.27 | -16.08 | -4.19 | -14.95 | -5.32 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PURZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.22 | -46.63 | 2.41 | | 2007 | | | -6.92 | -7.68 | 0.76 | | 2006 | | | 36.27 | 39.00 | -2.73 | | 2005 | | | 16.15 | 13.40 | 2.75 | | 2004 | | | 40.19 | 35.79 | 4.40 | | 2003 | | | 46.44 | 41.26 | 5.18 | | 2002 | | | 7.78 | 5.60 | 2.18 | | 2001 | | | 8.19 | 7.01 | 1.18 | | 2000 | | | 17.71 | 19.66 | -1.95 | | 1999 | | | 4.12 | -0.11 | 4.23 |
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| PAST QUARTERLY RETURNS (%) FOR
PURZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -22.09 | 36.61 | 24.04 | N/A | | 2008 | -5.06 | -6.74 | -9.03 | -30.75 | | 2007 | 7.24 | -6.91 | 3.69 | -10.08 | | 2006 | 14.72 | -1.06 | 8.63 | 10.51 | | 2005 | -6.03 | 13.20 | 4.34 | 4.65 | | 2004 | 13.88 | -5.38 | 10.40 | 17.84 | | 2003 | 2.18 | 15.57 | 11.39 | 11.33 | | 2002 | 7.43 | 8.27 | -7.83 | 0.54 | | 2001 | -2.57 | 9.67 | -3.48 | 4.91 | | 2000 | 0.13 | 5.24 | 7.20 | 4.20 | | 1999 | N/A | N/A | N/A | 7.16 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 33 | 151 | 21.85 | | 1-Month | 25 | 159 | 15.72 | | 3-Month | 38 | 159 | 23.90 | | 6-Month | 66 | 155 | 42.58 | | 1-Year | 24 | 149 | 16.11 | | 3-Year | 21 | 83 | 25.30 | | 5-Year | 5 | 26 | 19.23 |
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0.78% Nasdaq 
Performance
