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| Morningstar Return Rating: | Low | | Year to Date Return: | 27.57% | | 5-Year Average Return: | 0.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.81% | |
Worst 1-Yr Total Return (2008): | -36.12% | |
Best 3-Yr Total Return (2004-6): | 9.85% | |
Worst 3-Yr Total Return (2006-8): | -10.10% |
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| 1-Year: | -10.39% | | 3-Year: | -6.97% | | 5-Year: | -0.42% | | 10-Year: | -0.34% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PWTAX | Category | Diff | Index* | Diff | | Year To Date | 27.57 | 22.21 | 5.36 | N/A | N/A | | 1-Month | 4.62 | 3.58 | 1.04 | N/A | N/A | | 3-Month | 7.40 | 5.74 | 1.66 | N/A | N/A | | 1-Year | 30.35 | 26.14 | 4.21 | N/A | N/A | | 3-Year | -5.57 | -2.18 | -3.39 | N/A | N/A | | 5-Year | 0.38 | 2.20 | -1.82 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.07 | 33.99 | 11.08 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.49 | -9.13 | -8.36 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PWTAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.12 | -28.00 | -8.12 | | 2007 | | | 2.26 | 5.99 | -3.73 | | 2006 | | | 11.21 | 11.29 | -0.08 | | 2005 | | | 6.59 | 5.13 | 1.46 | | 2004 | | | 11.81 | 8.86 | 2.95 | | 2003 | | | 27.45 | 20.35 | 7.10 | | 2002 | | | -22.88 | -12.02 | -10.86 | | 2001 | | | -12.54 | -5.05 | -7.49 | | 2000 | | | -2.21 | 1.82 | -4.03 | | 1999 | | | 18.50 | 10.71 | 7.79 |
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| PAST QUARTERLY RETURNS (%) FOR
PWTAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.12 | 17.45 | 14.96 | N/A | | 2008 | -7.75 | -1.04 | -8.46 | -23.56 | | 2007 | 0.92 | 4.44 | -0.15 | -2.83 | | 2006 | 2.63 | -1.62 | 4.76 | 5.14 | | 2005 | -1.26 | 2.82 | 2.24 | 2.70 | | 2004 | 2.30 | 0.66 | 0.65 | 7.88 | | 2003 | -3.36 | 15.14 | 2.39 | 11.87 | | 2002 | 0.04 | -13.62 | -17.51 | 8.18 | | 2001 | -11.97 | 5.66 | -14.85 | 10.43 | | 2000 | 1.37 | -0.92 | 1.02 | -3.62 | | 1999 | N/A | N/A | N/A | 13.24 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 142 | 1184 | 11.99 | | 1-Month | 86 | 1233 | 6.97 | | 3-Month | 110 | 1229 | 8.95 | | 6-Month | 96 | 1208 | 7.95 | | 1-Year | 87 | 1183 | 7.35 | | 3-Year | 706 | 932 | 75.75 | | 5-Year | 550 | 784 | 70.15 |
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0.40% Nasdaq 
Performance
