|
| Morningstar Return Rating: | Average | | Year to Date Return: | 3.76% | | 5-Year Average Return: | 0.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.80% | |
Worst 1-Yr Total Return (2008): | -29.74% | |
Best 3-Yr Total Return (2004-6): | 15.41% | |
Worst 3-Yr Total Return (2006-8): | -4.39% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PYEQX | Category | Diff | Index* | Diff | | Year To Date | 3.76 | 15.79 | -12.03 | 17.05 | -13.29 | | 1-Month | -0.92 | -2.21 | 1.29 | -1.86 | 0.94 | | 3-Month | 4.27 | 5.62 | -1.35 | 5.48 | -1.21 | | 1-Year | -1.85 | 9.52 | -11.37 | 9.80 | -11.65 | | 3-Year | -8.61 | -8.36 | -0.25 | -7.02 | -1.59 | | 5-Year | 0.74 | 0.18 | 0.56 | 0.33 | 0.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.29 | 46.84 | -15.55 | 45.76 | -14.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.63 | -16.40 | -7.23 | -18.25 | -5.38 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PYEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.74 | -37.09 | 7.35 | | 2007 | | | 0.46 | 1.42 | -0.96 | | 2006 | | | 23.80 | 18.15 | 5.65 | | 2005 | | | 5.89 | 5.95 | -0.06 | | 2004 | | | 17.27 | 12.97 | 4.30 | | 2003 | | | 23.76 | 28.44 | -4.68 | | 2002 | | | -16.66 | -18.69 | 2.03 | | 2001 | | | -5.40 | -4.99 | -0.41 | | 2000 | | | 13.52 | 7.87 | 5.65 | | 1999 | | | 1.09 | 6.72 | -5.63 |
|
| PAST QUARTERLY RETURNS (%) FOR
PYEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.82 | 9.79 | 13.32 | N/A | | 2008 | -5.81 | -0.67 | -4.81 | -21.11 | | 2007 | 3.35 | 3.99 | -0.88 | -5.69 | | 2006 | 5.68 | 2.69 | 5.92 | 7.71 | | 2005 | 0.14 | 1.87 | 3.19 | 0.59 | | 2004 | 2.22 | 1.48 | 3.24 | 9.51 | | 2003 | -5.68 | 15.02 | 1.59 | 12.30 | | 2002 | 3.18 | -8.56 | -17.89 | 7.57 | | 2001 | -6.02 | 3.57 | -7.72 | 5.32 | | 2000 | -3.84 | 3.52 | 7.28 | 6.29 | | 1999 | N/A | N/A | N/A | 1.89 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1308 | 1335 | 97.98 | | 1-Month | 193 | 1379 | 14.00 | | 3-Month | 1039 | 1368 | 75.95 | | 6-Month | 1278 | 1346 | 94.95 | | 1-Year | 1069 | 1318 | 81.11 | | 3-Year | 507 | 1124 | 45.11 | | 5-Year | 318 | 934 | 34.05 |
|
|
|
|
|
0.50% Nasdaq 0.00%
Performance
