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| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.03% | | 5-Year Average Return: | 5.50% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.18% | |
Worst 1-Yr Total Return (2008): | 1.16% | |
Best 3-Yr Total Return (2005-7): | 4.17% | |
Worst 3-Yr Total Return (2004-6): | 3.62% |
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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 | PANIX | Category | Diff | Index* | Diff | | Year To Date | 13.03 | 14.86 | -1.83 | 7.61 | 5.42 | | 1-Month | 1.08 | 1.13 | -0.05 | 1.29 | -0.21 | | 3-Month | 3.10 | 3.76 | -0.66 | 2.86 | 0.24 | | 1-Year | 16.70 | 18.84 | -2.14 | 11.63 | 5.07 | | 3-Year | 6.50 | 4.58 | 1.92 | 6.40 | 0.1 | | 5-Year | 5.50 | 4.20 | 1.3 | 5.49 | 0.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.22 | 13.91 | -2.69 | 7.06 | 4.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.89 | 6.57 | 2.32 | 7.94 | 0.95 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PANIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.16 | -4.70 | 5.86 | | 2007 | | | 6.18 | 4.70 | 1.48 | | 2006 | | | 3.77 | 4.15 | -0.38 | | 2005 | | | 2.60 | 1.80 | 0.80 | | 2004 | | | 4.48 | 3.91 | 0.57 | | 2003 | | | 5.32 | 5.10 | 0.22 | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PANIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.95 | 5.02 | 4.66 | N/A | | 2008 | 2.08 | -0.78 | -1.78 | 1.68 | | 2007 | 1.44 | -0.72 | 2.53 | 2.83 | | 2006 | -0.87 | -0.36 | 3.80 | 1.22 | | 2005 | -0.42 | 3.00 | -0.56 | 0.60 | | 2004 | 2.47 | -2.41 | 3.15 | 1.29 | | 2003 | 1.97 | 3.03 | -0.27 | 0.51 | | 2002 | N/A | N/A | N/A | 1.67 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 608 | 1126 | 54.00 | | 1-Month | 630 | 1168 | 53.94 | | 3-Month | 694 | 1158 | 59.93 | | 6-Month | 775 | 1140 | 67.98 | | 1-Year | 530 | 1120 | 47.32 | | 3-Year | 174 | 970 | 17.94 | | 5-Year | 134 | 854 | 15.69 |
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0.31% Nasdaq 
0.05%
Performance
