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| Morningstar Return Rating: | Average | | Year to Date Return: | 53.39% | | 5-Year Average Return: | 6.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 32.52% | |
Worst 1-Yr Total Return (2008): | -55.76% | |
Best 3-Yr Total Return (2005-7): | 24.46% | |
Worst 3-Yr Total Return (2006-8): | -13.66% |
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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 | FPBFX | Category | Diff | Index* | Diff | | Year To Date | 53.39 | 31.13 | 22.26 | 29.91 | 23.48 | | 1-Month | 2.46 | 3.20 | -0.74 | 2.00 | 0.46 | | 3-Month | 4.35 | 4.76 | -0.41 | 4.58 | -0.23 | | 1-Year | 72.80 | 44.02 | 28.78 | 37.72 | 35.08 | | 3-Year | -4.22 | -2.61 | -1.61 | -5.52 | 1.3 | | 5-Year | 6.49 | 6.44 | 0.05 | 4.13 | 2.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 92.71 | 52.77 | 39.94 | 59.35 | 33.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.04 | -5.69 | -0.35 | -14.95 | 8.91 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FPBFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -55.76 | -42.21 | -13.55 | | 2007 | | | 25.23 | 18.15 | 7.08 | | 2006 | | | 16.16 | 20.70 | -4.54 | | 2005 | | | 32.52 | 27.13 | 5.39 | | 2004 | | | 14.08 | 16.79 | -2.71 | | 2003 | | | 38.69 | 36.79 | 1.90 | | 2002 | | | -7.87 | -12.31 | 4.44 | | 2001 | | | -19.90 | -17.22 | -2.68 | | 2000 | | | -35.32 | -34.33 | -0.99 | | 1999 | | | 119.61 | 95.04 | 24.57 |
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| PAST QUARTERLY RETURNS (%) FOR
FPBFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.43 | 40.87 | 18.80 | N/A | | 2008 | -16.49 | -4.84 | -26.67 | -24.09 | | 2007 | 4.50 | 12.56 | 6.10 | 0.35 | | 2006 | 8.57 | -4.84 | 0.49 | 11.89 | | 2005 | -0.15 | 2.03 | 14.30 | 13.81 | | 2004 | 10.50 | -5.73 | -4.05 | 14.14 | | 2003 | -7.45 | 16.17 | 16.84 | 10.40 | | 2002 | 7.44 | -0.47 | -12.42 | -1.62 | | 2001 | -10.64 | 3.62 | -21.42 | 10.10 | | 2000 | -4.91 | -9.44 | -11.16 | -15.45 | | 1999 | N/A | N/A | N/A | 37.53 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 47 | 0.00 | | 1-Month | 31 | 56 | 55.36 | | 3-Month | 20 | 56 | 35.71 | | 6-Month | 5 | 47 | 10.64 | | 1-Year | 1 | 45 | 2.22 | | 3-Year | 15 | 31 | 48.39 | | 5-Year | 14 | 27 | 51.85 |
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