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| Morningstar Return Rating: | Average | | Year to Date Return: | 34.46% | | 5-Year Average Return: | -4.00% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.54% | |
Worst 1-Yr Total Return (2008): | -46.55% | |
Best 3-Yr Total Return (2004-6): | 13.16% | |
Worst 3-Yr Total Return (2006-8): | -18.85% |
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| 1-Year: | -4.63% | | 3-Year: | -14.92% | | 5-Year: | -4.04% | | 10-Year: | 5.50% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PZFVX | Category | Diff | Index* | Diff | | Year To Date | 34.46 | 21.73 | 12.73 | 24.07 | 10.39 | | 1-Month | 4.28 | 5.16 | -0.88 | 6.00 | -1.72 | | 3-Month | 4.28 | 6.45 | -2.17 | 7.91 | -3.63 | | 1-Year | 40.53 | 24.67 | 15.86 | 25.39 | 15.14 | | 3-Year | -14.19 | -7.33 | -6.86 | -5.79 | -8.4 | | 5-Year | -4.00 | 0.27 | -4.27 | 0.71 | -4.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 79.47 | 47.53 | 31.94 | 45.76 | 33.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.54 | -16.99 | 2.45 | -18.25 | 3.71 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PZFVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.55 | -37.09 | -9.46 | | 2007 | | | -14.20 | 1.42 | -15.62 | | 2006 | | | 16.54 | 18.15 | -1.61 | | 2005 | | | 8.81 | 5.95 | 2.86 | | 2004 | | | 14.28 | 12.97 | 1.31 | | 2003 | | | 36.25 | 28.44 | 7.81 | | 2002 | | | -6.37 | -18.69 | 12.32 | | 2001 | | | 13.07 | -4.99 | 18.06 | | 2000 | | | 35.88 | 7.87 | 28.01 | | 1999 | | | 0.29 | 6.72 | -6.43 |
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| PAST QUARTERLY RETURNS (%) FOR
PZFVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.79 | 27.25 | 23.83 | N/A | | 2008 | -10.87 | -12.04 | -8.83 | -25.23 | | 2007 | -0.90 | 7.15 | -6.64 | -13.45 | | 2006 | 4.50 | -2.80 | 8.95 | 5.30 | | 2005 | -1.91 | 4.34 | 2.25 | 3.98 | | 2004 | 3.90 | 1.95 | -1.63 | 9.69 | | 2003 | -5.64 | 20.53 | 4.14 | 15.03 | | 2002 | 7.97 | -7.05 | -18.82 | 14.92 | | 2001 | 2.38 | 5.88 | -7.34 | 12.57 | | 2000 | 0.45 | 2.69 | 12.55 | 17.04 | | 1999 | N/A | N/A | N/A | 2.81 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 90 | 1293 | 6.96 | | 1-Month | 1311 | 1338 | 97.98 | | 3-Month | 1196 | 1329 | 89.99 | | 6-Month | 105 | 1320 | 7.95 | | 1-Year | 61 | 1280 | 4.77 | | 3-Year | 917 | 1088 | 84.28 | | 5-Year | 761 | 917 | 82.99 |
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0.49% Nasdaq 
Performance
