|
| Morningstar Return Rating: | Average | | Year to Date Return: | 22.22% | | 5-Year Average Return: | -1.85% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.71% | |
Worst 1-Yr Total Return (2008): | -39.69% | |
Best 3-Yr Total Return (2004-6): | 6.38% | |
Worst 3-Yr Total Return (2006-8): | -10.25% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PXWEX | Category | Diff | Index* | Diff | | Year To Date | 22.22 | 31.20 | -8.98 | 24.07 | -1.85 | | 1-Month | 3.74 | 5.67 | -1.93 | 6.00 | -2.26 | | 3-Month | 4.37 | 8.18 | -3.81 | 7.91 | -3.54 | | 1-Year | 24.95 | 34.04 | -9.09 | 25.39 | -0.44 | | 3-Year | -6.33 | -3.89 | -2.44 | -5.79 | -0.54 | | 5-Year | -1.85 | 1.25 | -3.1 | 0.71 | -2.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.05 | 43.84 | 1.21 | 45.76 | -0.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.15 | -18.03 | -3.12 | -18.25 | -2.9 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PXWEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.69 | -40.67 | 0.98 | | 2007 | | | 10.58 | 13.35 | -2.77 | | 2006 | | | 8.40 | 7.05 | 1.35 | | 2005 | | | 0.31 | 6.71 | -6.40 | | 2004 | | | 10.71 | 7.81 | 2.90 | | 2003 | | | 23.65 | 28.66 | -5.01 | | 2002 | | | -14.59 | -27.64 | 13.05 | | 2001 | | | -3.16 | -22.30 | 19.14 | | 2000 | | | 2.55 | -13.05 | 15.60 | | 1999 | | | 8.30 | 38.87 | -30.57 |
|
| PAST QUARTERLY RETURNS (%) FOR
PXWEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.11 | 17.02 | 13.10 | N/A | | 2008 | -8.95 | -0.02 | -11.42 | -25.20 | | 2007 | 0.41 | 5.54 | 3.99 | 0.35 | | 2006 | 3.01 | -2.45 | 3.38 | 4.35 | | 2005 | -2.71 | -0.63 | 0.25 | 3.50 | | 2004 | 1.94 | 3.51 | -2.79 | 7.93 | | 2003 | -4.68 | 12.47 | 3.64 | 11.29 | | 2002 | 2.72 | -9.72 | -14.42 | 7.62 | | 2001 | -9.23 | 4.54 | -7.47 | 10.30 | | 2000 | 3.28 | -1.35 | -0.05 | 0.70 | | 1999 | N/A | N/A | N/A | 10.63 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1599 | 1818 | 87.95 | | 1-Month | 1677 | 1906 | 87.99 | | 3-Month | 1884 | 1904 | 98.95 | | 6-Month | 1791 | 1866 | 95.98 | | 1-Year | 1324 | 1815 | 72.95 | | 3-Year | 1103 | 1537 | 71.76 | | 5-Year | 1018 | 1273 | 79.97 |
|
|
|
|
|
0.20% Nasdaq 
Performance
