|
| Morningstar Return Rating: | Average | | Year to Date Return: | 24.08% | | 5-Year Average Return: | 0.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.71% | |
Worst 1-Yr Total Return (2008): | -37.07% | |
Best 3-Yr Total Return (2004-6): | 10.32% | |
Worst 3-Yr Total Return (2006-8): | -8.44% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | USPRX | Category | Diff | Index* | Diff | | Year To Date | 24.08 | 25.10 | -1.02 | 24.07 | 0.01 | | 1-Month | 5.98 | 5.28 | 0.7 | 6.00 | -0.02 | | 3-Month | 7.87 | 7.01 | 0.86 | 7.91 | -0.04 | | 1-Year | 25.36 | 28.01 | -2.65 | 25.39 | -0.03 | | 3-Year | -5.85 | -5.87 | 0.02 | -5.79 | -0.06 | | 5-Year | 0.64 | 0.64 | 0 | 0.71 | -0.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.68 | 46.08 | -0.4 | 45.76 | -0.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.28 | -17.41 | -0.87 | -18.25 | -0.03 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USPRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.07 | -37.79 | 0.72 | | 2007 | | | 5.42 | 6.16 | -0.74 | | 2006 | | | 15.71 | 14.17 | 1.54 | | 2005 | | | 4.86 | 5.88 | -1.02 | | 2004 | | | 10.67 | 10.02 | 0.65 | | 2003 | | | 28.27 | 27.05 | 1.22 | | 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
USPRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.01 | 15.95 | 15.58 | N/A | | 2008 | -9.47 | -2.71 | -8.39 | -22.00 | | 2007 | 0.60 | 6.28 | 2.01 | -3.34 | | 2006 | 4.18 | -1.46 | 5.67 | 6.66 | | 2005 | -2.15 | 1.34 | 3.59 | 2.08 | | 2004 | 1.65 | 1.68 | -1.92 | 9.17 | | 2003 | -3.23 | 15.23 | 2.57 | 12.14 | | 2002 | N/A | N/A | -17.23 | 8.48 | | 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 | 1030 | 2021 | 50.96 | | 1-Month | 718 | 2113 | 33.98 | | 3-Month | 397 | 2091 | 18.99 | | 6-Month | 412 | 2064 | 19.96 | | 1-Year | 975 | 2011 | 48.48 | | 3-Year | 735 | 1707 | 43.06 | | 5-Year | 575 | 1360 | 42.28 |
|
|
|
|
|
0.02% Nasdaq 
Performance
