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| Morningstar Return Rating: | Low | | Year to Date Return: | 11.89% | | 5-Year Average Return: | -1.49% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.15% | |
Worst 1-Yr Total Return (2008): | -39.07% | |
Best 3-Yr Total Return (2006-8): | -10.28% | |
Worst 3-Yr Total Return (2006-8): | -10.28% |
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| 1-Year: | -14.92% | | 3-Year: | -8.96% | | 5-Year: | -1.12% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBABX | Category | Diff | Index* | Diff | | Year To Date | 11.89 | 18.65 | -6.76 | 17.05 | -5.16 | | 1-Month | -2.75 | -2.18 | -0.57 | -1.86 | -0.89 | | 3-Month | 3.53 | 5.08 | -1.55 | 5.48 | -1.95 | | 1-Year | 5.02 | 11.86 | -6.84 | 9.80 | -4.78 | | 3-Year | -9.50 | -6.78 | -2.72 | -7.02 | -2.48 | | 5-Year | -1.49 | 0.49 | -1.98 | 0.33 | -1.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.45 | 45.26 | -6.81 | 45.76 | -7.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.32 | -15.99 | -5.33 | -18.25 | -3.07 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.07 | -37.79 | -1.28 | | 2007 | | | 5.70 | 6.16 | -0.46 | | 2006 | | | 12.15 | 14.17 | -2.02 | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PBABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.69 | 13.06 | 13.93 | N/A | | 2008 | -10.90 | -1.94 | -10.42 | -22.16 | | 2007 | 0.81 | 5.02 | 2.24 | -2.34 | | 2006 | 3.83 | -2.50 | 5.00 | 5.51 | | 2005 | N/A | N/A | 4.37 | 1.63 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 1731 | 2013 | 85.99 | | 1-Month | 1266 | 2110 | 60.00 | | 3-Month | 1713 | 2090 | 81.96 | | 6-Month | 1823 | 2049 | 88.97 | | 1-Year | 1417 | 1999 | 70.89 | | 3-Year | 1187 | 1694 | 70.07 | | 5-Year | | 1352 | N/A |
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