|
| Morningstar Return Rating: | Average | | Year to Date Return: | 20.50% | | 5-Year Average Return: | 2.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.86% | |
Worst 1-Yr Total Return (2008): | -27.69% | |
Best 3-Yr Total Return (2004-6): | 8.55% | |
Worst 3-Yr Total Return (2006-8): | -5.19% |
|
| 1-Year: | 0.90% | | 3-Year: | -1.40% | | 5-Year: | 2.96% | | 10-Year: | 3.50% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PALBX | Category | Diff | Index* | Diff | | Year To Date | 20.50 | 18.16 | 2.34 | N/A | N/A | | 1-Month | -0.73 | -1.24 | 0.51 | N/A | N/A | | 3-Month | 6.22 | 4.71 | 1.51 | N/A | N/A | | 1-Year | 18.57 | 15.73 | 2.84 | N/A | N/A | | 3-Year | -1.61 | -2.66 | 1.05 | N/A | N/A | | 5-Year | 2.80 | 2.10 | 0.7 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.22 | 33.32 | 2.9 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.66 | -8.51 | 0.85 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PALBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.69 | -28.00 | 0.31 | | 2007 | | | 6.32 | 5.99 | 0.33 | | 2006 | | | 10.86 | 11.29 | -0.43 | | 2005 | | | 5.30 | 5.13 | 0.17 | | 2004 | | | 9.57 | 8.86 | 0.71 | | 2003 | | | 23.25 | 20.35 | 2.90 | | 2002 | | | -11.28 | -12.02 | 0.74 | | 2001 | | | -4.45 | -5.05 | 0.60 | | 2000 | | | 3.61 | 1.82 | 1.79 | | 1999 | | | 11.10 | 10.71 | 0.39 |
|
| PAST QUARTERLY RETURNS (%) FOR
PALBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.27 | 14.71 | 12.89 | N/A | | 2008 | -6.72 | -0.63 | -10.58 | -12.75 | | 2007 | 1.55 | 3.31 | 2.70 | -1.33 | | 2006 | 4.19 | -2.06 | 3.19 | 5.28 | | 2005 | -2.24 | 1.58 | 4.00 | 1.95 | | 2004 | 3.25 | -0.49 | -1.14 | 7.88 | | 2003 | -2.59 | 12.65 | 3.14 | 8.89 | | 2002 | 1.42 | -6.30 | -11.78 | 5.82 | | 2001 | -6.72 | 2.63 | -6.99 | 7.30 | | 2000 | 4.08 | -2.13 | 2.63 | -0.90 | | 1999 | N/A | N/A | N/A | 9.22 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 423 | 1211 | 34.93 | | 1-Month | 452 | 1258 | 35.93 | | 3-Month | 213 | 1256 | 16.96 | | 6-Month | 305 | 1220 | 25.00 | | 1-Year | 389 | 1204 | 32.31 | | 3-Year | 262 | 950 | 27.58 | | 5-Year | 215 | 796 | 27.01 |
|
|
|
|
|