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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.62% | | 5-Year Average Return: | 5.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 7.98% | |
Worst 1-Yr Total Return (2008): | -2.33% | |
Best 3-Yr Total Return (2005-7): | 3.53% | |
Worst 3-Yr Total Return (2004-6): | 1.53% |
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| 1-Year: | 12.94% | | 3-Year: | 6.85% | | 5-Year: | 4.71% | | 10-Year: | 5.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PAMBX | Category | Diff | Index* | Diff | | Year To Date | 19.62 | 5.18 | 14.44 | 6.24 | 13.38 | | 1-Month | 1.59 | 0.57 | 1.02 | 0.49 | 1.1 | | 3-Month | 5.14 | 2.42 | 2.72 | 2.60 | 2.54 | | 1-Year | 22.54 | 10.54 | 12 | 13.79 | 8.75 | | 3-Year | 8.16 | 5.52 | 2.64 | 6.35 | 1.81 | | 5-Year | 5.25 | 4.28 | 0.97 | 5.05 | 0.2 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.95 | 4.85 | 9.1 | 7.06 | 6.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 12.85 | 7.28 | 5.57 | 7.94 | 4.91 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PAMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.33 | 4.76 | -7.09 | | 2007 | | | 7.98 | 6.09 | 1.89 | | 2006 | | | 2.23 | 3.47 | -1.24 | | 2005 | | | 0.53 | 1.91 | -1.38 | | 2004 | | | 1.83 | 3.01 | -1.18 | | 2003 | | | 0.98 | 1.90 | -0.92 | | 2002 | | | 7.60 | 9.23 | -1.63 | | 2001 | | | 5.19 | 6.81 | -1.62 | | 2000 | | | 10.91 | 10.86 | 0.05 | | 1999 | | | -3.70 | -1.35 | -2.35 |
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| PAST QUARTERLY RETURNS (%) FOR
PAMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.12 | 5.35 | 5.32 | N/A | | 2008 | 2.72 | -2.36 | -2.79 | 0.17 | | 2007 | 1.07 | -0.04 | 3.16 | 3.61 | | 2006 | -0.97 | -0.41 | 2.98 | 0.66 | | 2005 | -0.70 | 2.14 | -1.26 | 0.39 | | 2004 | 2.30 | -2.97 | 2.40 | 0.19 | | 2003 | 0.81 | 1.37 | -0.98 | -0.21 | | 2002 | 0.01 | 2.98 | 3.58 | 0.86 | | 2001 | 1.66 | -1.02 | 4.76 | -0.22 | | 2000 | 2.52 | 1.51 | 2.47 | 4.01 | | 1999 | N/A | N/A | N/A | -1.04 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 11 | 367 | 3.00 | | 1-Month | 14 | 374 | 3.74 | | 3-Month | 14 | 374 | 3.74 | | 6-Month | 14 | 373 | 3.75 | | 1-Year | 10 | 357 | 2.80 | | 3-Year | 10 | 345 | 2.90 | | 5-Year | 34 | 318 | 10.69 |
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