|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.77% | | 5-Year Average Return: | -0.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.19% | |
Worst 1-Yr Total Return (2008): | -37.71% | |
Best 3-Yr Total Return (2004-6): | 8.92% | |
Worst 3-Yr Total Return (2006-8): | -9.56% |
|
| 1-Year: | -8.81% | | 3-Year: | -6.61% | | 5-Year: | -0.29% | | 10-Year: | -1.50% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PWSPX | Category | Diff | Index* | Diff | | Year To Date | 22.77 | 25.10 | -2.33 | 24.07 | -1.3 | | 1-Month | 5.89 | 5.28 | 0.61 | 6.00 | -0.11 | | 3-Month | 7.55 | 7.01 | 0.54 | 7.91 | -0.36 | | 1-Year | 24.12 | 28.01 | -3.89 | 25.39 | -1.27 | | 3-Year | -6.96 | -5.87 | -1.09 | -5.79 | -1.17 | | 5-Year | -0.59 | 0.64 | -1.23 | 0.71 | -1.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.02 | 46.08 | -1.06 | 45.76 | -0.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.08 | -17.41 | -1.67 | -18.25 | -0.83 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PWSPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.71 | -37.79 | 0.08 | | 2007 | | | 4.01 | 6.16 | -2.15 | | 2006 | | | 14.19 | 14.17 | 0.02 | | 2005 | | | 3.47 | 5.88 | -2.41 | | 2004 | | | 9.36 | 10.02 | -0.66 | | 2003 | | | 26.80 | 27.05 | -0.25 | | 2002 | | | -23.18 | -22.25 | -0.93 | | 2001 | | | -12.95 | -13.50 | 0.55 | | 2000 | | | -10.47 | -6.31 | -4.16 | | 1999 | | | 19.24 | 20.16 | -0.92 |
|
| PAST QUARTERLY RETURNS (%) FOR
PWSPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.19 | 15.61 | 15.24 | N/A | | 2008 | -9.75 | -3.04 | -8.57 | -22.16 | | 2007 | 0.31 | 5.88 | 1.68 | -3.68 | | 2006 | 3.91 | -1.81 | 5.33 | 6.26 | | 2005 | -2.44 | 0.96 | 3.28 | 1.72 | | 2004 | 1.33 | 1.39 | -2.21 | 8.84 | | 2003 | -3.57 | 15.01 | 2.32 | 11.74 | | 2002 | -0.15 | -13.64 | -17.56 | 8.07 | | 2001 | -12.07 | 5.51 | -14.96 | 10.35 | | 2000 | 1.92 | -3.01 | -1.39 | -8.15 | | 1999 | N/A | N/A | N/A | 14.37 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 2021 | 0.00 | | 1-Month | 0 | 2113 | 0.00 | | 3-Month | 0 | 2091 | 0.00 | | 6-Month | 763 | 2064 | 36.97 | | 1-Year | | 2011 | N/A | | 3-Year | | 1707 | N/A | | 5-Year | | 1360 | N/A |
|
|
|
|
|
0.08% Nasdaq 
0.36%
Performance
