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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.94% | | 5-Year Average Return: | -5.60% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 14.96% | |
Worst 1-Yr Total Return (2008): | -47.66% | |
Best 3-Yr Total Return (2004-6): | 5.32% | |
Worst 3-Yr Total Return (2006-8): | -17.47% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | THPGX | Category | Diff | Index* | Diff | | Year To Date | 28.94 | 18.65 | 10.29 | 17.05 | 11.89 | | 1-Month | -2.31 | -2.18 | -0.13 | -1.86 | -0.45 | | 3-Month | 6.73 | 5.08 | 1.65 | 5.48 | 1.25 | | 1-Year | 19.25 | 11.86 | 7.39 | 9.80 | 9.45 | | 3-Year | -13.41 | -6.78 | -6.63 | -7.02 | -6.39 | | 5-Year | -5.60 | 0.49 | -6.09 | 0.33 | -5.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.72 | 45.26 | 14.46 | 45.76 | 13.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.69 | -15.99 | -0.7 | -18.25 | 1.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | THPGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.66 | -37.79 | -9.87 | | 2007 | | | -6.58 | 6.16 | -12.74 | | 2006 | | | 14.96 | 14.17 | 0.79 | | 2005 | | | -2.41 | 5.88 | -8.29 | | 2004 | | | 4.14 | 10.02 | -5.88 | | 2003 | | | 31.86 | 27.05 | 4.81 | | 2002 | | | -20.42 | -22.25 | 1.83 | | 2001 | | | 19.13 | -13.50 | 32.63 | | 2000 | | | 25.68 | -6.31 | 31.99 | | 1999 | | | 6.44 | 20.16 | -13.72 |
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| PAST QUARTERLY RETURNS (%) FOR
THPGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.09 | 20.40 | 16.73 | N/A | | 2008 | -11.28 | -8.33 | -14.56 | -24.68 | | 2007 | -3.15 | 6.75 | -2.02 | -7.78 | | 2006 | 2.12 | -2.59 | 7.79 | 7.22 | | 2005 | -4.62 | 0.16 | 0.49 | 1.65 | | 2004 | 1.26 | 2.58 | -7.41 | 8.27 | | 2003 | -7.36 | 23.81 | 0.85 | 14.00 | | 2002 | 2.30 | -17.65 | -18.94 | 16.53 | | 2001 | -1.96 | 11.01 | -7.84 | 18.79 | | 2000 | 3.15 | 0.29 | 8.26 | 12.22 | | 1999 | N/A | N/A | N/A | 12.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 181 | 2013 | 8.99 | | 1-Month | 1709 | 2110 | 81.00 | | 3-Month | 627 | 2090 | 30.00 | | 6-Month | 348 | 2049 | 16.98 | | 1-Year | 135 | 1999 | 6.75 | | 3-Year | 1308 | 1694 | 77.21 | | 5-Year | 1075 | 1352 | 79.51 |
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