|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 44.25% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.81% | |
Worst 1-Yr Total Return (2008): | -43.79% | |
Best 3-Yr Total Return (2006-8): | -10.97% | |
Worst 3-Yr Total Return (2006-8): | -10.97% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PXTAX | Category | Diff | Index* | Diff | | Year To Date | 44.25 | 18.65 | 25.6 | 17.05 | 27.2 | | 1-Month | -1.81 | -2.18 | 0.37 | -1.86 | 0.05 | | 3-Month | 14.63 | 5.08 | 9.55 | 5.48 | 9.15 | | 1-Year | 35.52 | 11.86 | 23.66 | 9.80 | 25.72 | | 3-Year | -3.60 | -6.78 | 3.18 | -7.02 | 3.42 | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 93.93 | 45.26 | 48.67 | 45.76 | 48.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.56 | -15.99 | 5.43 | -18.25 | 7.69 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PXTAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.79 | -37.79 | -6.00 | | 2007 | | | 7.48 | 6.16 | 1.32 | | 2006 | | | 16.81 | 14.17 | 2.64 | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PXTAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.87 | 31.81 | 30.91 | N/A | | 2008 | -8.46 | -6.16 | -14.04 | -23.88 | | 2007 | 2.38 | 3.52 | 2.75 | -1.29 | | 2006 | 3.78 | -2.03 | 8.29 | 6.09 | | 2005 | N/A | N/A | 2.41 | 0.98 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 20 | 2013 | 0.99 | | 1-Month | 1118 | 2110 | 52.99 | | 3-Month | 20 | 2090 | 0.96 | | 6-Month | 20 | 2049 | 0.98 | | 1-Year | 16 | 1999 | 0.80 | | 3-Year | 117 | 1694 | 6.91 | | 5-Year | | 1352 | N/A |
|
|
|
|
|