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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.98% | | 5-Year Average Return: | 2.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 7.86% | |
Worst 1-Yr Total Return (2008): | -18.82% | |
Best 3-Yr Total Return (2004-6): | 5.96% | |
Worst 3-Yr Total Return (2006-8): | -2.94% |
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| 1-Year: | -0.21% | | 3-Year: | -0.55% | | 5-Year: | 2.44% | | 10-Year: | 3.82% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBCFX | Category | Diff | Index* | Diff | | Year To Date | 16.98 | 22.21 | -5.23 | N/A | N/A | | 1-Month | 3.17 | 3.58 | -0.41 | N/A | N/A | | 3-Month | 5.13 | 5.74 | -0.61 | N/A | N/A | | 1-Year | 20.00 | 26.14 | -6.14 | N/A | N/A | | 3-Year | 0.24 | -2.18 | 2.42 | N/A | N/A | | 5-Year | 2.47 | 2.20 | 0.27 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.68 | 33.99 | -9.31 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.48 | -9.13 | 4.65 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBCFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.82 | -28.00 | 9.18 | | 2007 | | | 6.04 | 5.99 | 0.05 | | 2006 | | | 6.22 | 11.29 | -5.07 | | 2005 | | | 3.83 | 5.13 | -1.30 | | 2004 | | | 7.86 | 8.86 | -1.00 | | 2003 | | | 19.23 | 20.35 | -1.12 | | 2002 | | | -8.21 | -12.02 | 3.81 | | 2001 | | | 1.75 | -5.05 | 6.80 | | 2000 | | | 2.80 | 1.82 | 0.98 | | 1999 | | | 9.25 | 10.71 | -1.46 |
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| PAST QUARTERLY RETURNS (%) FOR
PBCFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.12 | 9.58 | 9.48 | N/A | | 2008 | -2.76 | -2.39 | -6.95 | -8.09 | | 2007 | 0.95 | 1.34 | 3.48 | 0.17 | | 2006 | 1.94 | -1.61 | 2.86 | 2.96 | | 2005 | -1.54 | 3.22 | 1.29 | 0.86 | | 2004 | 2.57 | -0.76 | 0.79 | 5.14 | | 2003 | 0.11 | 9.09 | 2.89 | 6.11 | | 2002 | -0.20 | -6.02 | -7.37 | 5.67 | | 2001 | -1.98 | 2.14 | -5.75 | 7.84 | | 2000 | 2.85 | -0.59 | 2.30 | -1.72 | | 1999 | N/A | N/A | N/A | 9.03 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1065 | 1184 | 89.95 | | 1-Month | 1134 | 1233 | 91.97 | | 3-Month | 995 | 1229 | 80.96 | | 6-Month | 1050 | 1208 | 86.92 | | 1-Year | 899 | 1183 | 75.99 | | 3-Year | 114 | 932 | 12.23 | | 5-Year | 316 | 784 | 40.31 |
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0.03% Nasdaq 0.00%
Performance
