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Total Returns for Performance Strategic Dividend Inst (PSDFX)

  • Growth of $10,000

    From 11/30/2004 to 02/28/2010

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    -0.35% -0.16 0.26 58 —

    10 Year History

    2009 2008 2007 2006 2005
    Total Returns Per Year 23.89% -30.19% 5.34% 17.67% 4.79%
    +/- Category -0.24 6.90 3.92 -0.48 -1.16
    +/- Index -2.57 6.81 -0.15 1.88 -0.12
    Rank in Category 46 9 23 58 61
    # of Funds in Category 1,272 1,433 1,432 1,371 1,296
    2004 2003 2002 2001 2000
    Total Returns Per Year — — — — —
    +/- Category — — — — —
    +/- Index — — — — —
    Rank in Category — — — — —
    # of Funds in Category 1,220 1,050 961 892 809
    Data as of 02/28/2010

  • Trailing Total Returns

    Total Return Rank in Category +/- S&P 500 TR # of Funds
    1-Day -0.73% — -0.70% 1,105
    1-Week 0.21% 91 -1.15% 1,105
    1-Month 2.89% 95 -2.62% 1,100
    3-Month 4.41% 83 -1.88% 1,094
    Year-to-date 3.46% 80 -1.55% 1,096
    1-Year 49.23% 56 -0.75% 1,058
    3-Year Annualized -2.11% 10 1.38% 923
    5-Year Annualized 2.84% 13 1.14% 775
    10-Year Annualized — — — 185
    Since Inception 2.80% — — —
    Inception Date 11/08/2004
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 02/28/2010
    10 Year and Since Inception data as of 03/19/2010

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 12/31/2009) (as of 02/28/2010)
    1-Month 2.25% 2.64%
    3-Month 8.06% 1.89%
    Year-to-date 23.89% -0.35%
    1-Year 23.89% 52.36%
    3-Year Annualized -3.06% -3.49%
    5-Year Annualized 2.35% 2.03%
    10-Year Annualized — —
    Since Inception 2.96% 2.80%
    Inception Date 11/08/2004
    Data as of 02/28/2010

  • Tax Analysis

    Potential Capital Gains Exposure -14.39%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return -0.35% 52.36% -3.49% 2.03% — 2.80%
    On Distribution* -0.65% 50.93% -4.79% 0.73% — 1.51%
    Rank in Category 48 49 9 11 — —
    On Distribution & Sales of Shares* -0.23% 33.97% -3.52% 1.12% — 1.77%
    Rank in Category 39 47 8 12 — —
    Tax Cost Ratio — — 1.34% 1.27% — —
    Data as of 02/28/2010
    * After Tax