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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.25% | | 5-Year Average Return: | 5.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 8.54% | |
Worst 1-Yr Total Return (2008): | -1.83% | |
Best 3-Yr Total Return (2005-7): | 4.04% | |
Worst 3-Yr Total Return (2004-6): | 2.00% |
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| 1-Year: | 14.82% | | 3-Year: | 7.12% | | 5-Year: | 4.89% | | 10-Year: | 5.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PAMMX | Category | Diff | Index* | Diff | | Year To Date | 20.25 | 5.18 | 15.07 | 6.24 | 14.01 | | 1-Month | 1.61 | 0.57 | 1.04 | 0.49 | 1.12 | | 3-Month | 5.21 | 2.42 | 2.79 | 2.60 | 2.61 | | 1-Year | 23.26 | 10.54 | 12.72 | 13.79 | 9.47 | | 3-Year | 8.70 | 5.52 | 3.18 | 6.35 | 2.35 | | 5-Year | 5.79 | 4.28 | 1.51 | 5.05 | 0.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.35 | 4.85 | 9.5 | 7.06 | 7.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 13.62 | 7.28 | 6.34 | 7.94 | 5.68 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PAMMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.83 | 4.76 | -6.59 | | 2007 | | | 8.54 | 6.09 | 2.45 | | 2006 | | | 2.70 | 3.47 | -0.77 | | 2005 | | | 1.01 | 1.91 | -0.90 | | 2004 | | | 2.30 | 3.01 | -0.71 | | 2003 | | | 1.60 | 1.90 | -0.30 | | 2002 | | | 8.03 | 9.23 | -1.20 | | 2001 | | | 5.76 | 6.81 | -1.05 | | 2000 | | | 11.63 | 10.86 | 0.77 | | 1999 | | | -3.34 | -1.35 | -1.99 |
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| PAST QUARTERLY RETURNS (%) FOR
PAMMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.28 | 5.54 | 5.50 | N/A | | 2008 | 2.92 | -2.21 | -2.74 | 0.29 | | 2007 | 1.29 | 0.08 | 3.26 | 3.69 | | 2006 | -0.84 | -0.28 | 3.08 | 0.77 | | 2005 | -0.57 | 2.24 | -1.02 | 0.40 | | 2004 | 2.40 | -2.82 | 2.49 | 0.31 | | 2003 | 0.93 | 1.60 | -0.95 | 0.03 | | 2002 | 0.13 | 2.96 | 3.89 | 0.87 | | 2001 | 1.78 | -0.89 | 4.95 | -0.10 | | 2000 | 2.63 | 1.75 | 2.57 | 4.22 | | 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 | 11 | 374 | 2.94 | | 3-Month | 11 | 374 | 2.94 | | 6-Month | 11 | 373 | 2.95 | | 1-Year | 9 | 357 | 2.52 | | 3-Year | 6 | 345 | 1.74 | | 5-Year | 9 | 318 | 2.83 |
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