|
| Morningstar Return Rating: | Average | | Year to Date Return: | 14.19% | | 5-Year Average Return: | 3.84% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.92% | |
Worst 1-Yr Total Return (2008): | -6.47% | |
Best 3-Yr Total Return (2004-6): | 4.34% | |
Worst 3-Yr Total Return (2006-8): | 0.08% |
|
| 1-Year: | 9.05% | | 3-Year: | 2.74% | | 5-Year: | 3.50% | | 10-Year: | 4.74% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBCAX | Category | Diff | Index* | Diff | | Year To Date | 14.19 | 16.56 | -2.37 | 12.53 | 1.66 | | 1-Month | 0.27 | -0.07 | 0.34 | 0.83 | -0.56 | | 3-Month | 2.73 | 3.01 | -0.28 | 2.25 | 0.48 | | 1-Year | 14.18 | 15.24 | -1.06 | 14.17 | 0.01 | | 3-Year | 2.85 | 1.27 | 1.58 | 4.17 | -1.32 | | 5-Year | 3.84 | 2.91 | 0.93 | 4.50 | -0.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.54 | 13.07 | -1.53 | 9.40 | 2.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.94 | 0.67 | 2.27 | 5.67 | -2.73 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.47 | -11.05 | 4.58 | | 2007 | | | 2.16 | 0.71 | 1.45 | | 2006 | | | 4.92 | 4.58 | 0.34 | | 2005 | | | 4.16 | 3.93 | 0.23 | | 2004 | | | 3.97 | 4.37 | -0.40 | | 2003 | | | 4.74 | 4.27 | 0.47 | | 2002 | | | 8.64 | 8.03 | 0.61 | | 2001 | | | 3.41 | 3.84 | -0.43 | | 2000 | | | 12.94 | 12.79 | 0.15 | | 1999 | | | -4.12 | -4.60 | 0.48 |
|
| PAST QUARTERLY RETURNS (%) FOR
PBCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.09 | 2.85 | 9.25 | N/A | | 2008 | -0.80 | 0.24 | -3.17 | -2.86 | | 2007 | 0.63 | -0.70 | 1.30 | 0.92 | | 2006 | 0.48 | -0.24 | 3.52 | 1.10 | | 2005 | 0.21 | 3.09 | -0.01 | 0.84 | | 2004 | 1.17 | -2.44 | 3.97 | 1.30 | | 2003 | 0.98 | 2.67 | -0.17 | 1.19 | | 2002 | 0.47 | 3.09 | 5.70 | -0.77 | | 2001 | 1.30 | -0.18 | 3.76 | -1.45 | | 2000 | 3.46 | 1.18 | 3.19 | 4.55 | | 1999 | N/A | N/A | N/A | -1.92 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 91 | 169 | 53.85 | | 1-Month | 40 | 169 | 23.67 | | 3-Month | 52 | 169 | 30.77 | | 6-Month | 49 | 169 | 28.99 | | 1-Year | 92 | 168 | 54.76 | | 3-Year | 16 | 158 | 10.13 | | 5-Year | 9 | 146 | 6.16 |
|
|
|
|
|
0.31% Nasdaq 0.00%
Performance
