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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.95% | | 5-Year Average Return: | 2.68% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.22% | |
Worst 1-Yr Total Return (2008): | -42.70% | |
Best 3-Yr Total Return (2004-6): | 17.05% | |
Worst 3-Yr Total Return (2006-8): | -11.22% |
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| 1-Year: | -5.54% | | 3-Year: | -7.21% | | 5-Year: | 2.46% | | 10-Year: | 3.59% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBEAX | Category | Diff | Index* | Diff | | Year To Date | 35.95 | 25.10 | 10.85 | 24.07 | 11.88 | | 1-Month | 5.43 | 5.28 | 0.15 | 6.00 | -0.57 | | 3-Month | 8.23 | 7.01 | 1.22 | 7.91 | 0.32 | | 1-Year | 38.64 | 28.01 | 10.63 | 25.39 | 13.25 | | 3-Year | -6.56 | -5.87 | -0.69 | -5.79 | -0.77 | | 5-Year | 2.68 | 0.64 | 2.04 | 0.71 | 1.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.03 | 46.08 | 1.95 | 45.76 | 2.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.76 | -17.41 | -3.35 | -18.25 | -2.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.70 | -37.79 | -4.91 | | 2007 | | | 2.43 | 6.16 | -3.73 | | 2006 | | | 19.22 | 14.17 | 5.05 | | 2005 | | | 16.19 | 5.88 | 10.31 | | 2004 | | | 15.77 | 10.02 | 5.75 | | 2003 | | | 27.74 | 27.05 | 0.69 | | 2002 | | | -21.91 | -22.25 | 0.34 | | 2001 | | | -2.89 | -13.50 | 10.61 | | 2000 | | | 15.06 | -6.31 | 21.37 | | 1999 | | | 11.63 | 20.16 | -8.53 |
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| PAST QUARTERLY RETURNS (%) FOR
PBEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.34 | 18.93 | 16.01 | N/A | | 2008 | -12.24 | 5.19 | -17.18 | -25.05 | | 2007 | 0.66 | 7.95 | -1.39 | -4.41 | | 2006 | 6.50 | 0.00 | 3.64 | 8.01 | | 2005 | 1.11 | 2.97 | 8.86 | 2.51 | | 2004 | 4.85 | 1.03 | -0.84 | 10.21 | | 2003 | -5.74 | 16.98 | 2.05 | 13.51 | | 2002 | 1.32 | -11.70 | -20.46 | 9.74 | | 2001 | -3.64 | 4.35 | -13.06 | 11.09 | | 2000 | -4.96 | -0.69 | 11.67 | 9.16 | | 1999 | N/A | N/A | N/A | 7.59 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 161 | 2021 | 7.97 | | 1-Month | 126 | 2113 | 5.96 | | 3-Month | 1024 | 2091 | 48.97 | | 6-Month | 1011 | 2064 | 48.98 | | 1-Year | 111 | 2011 | 5.52 | | 3-Year | 918 | 1707 | 53.78 | | 5-Year | 123 | 1360 | 9.04 |
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0.41% Nasdaq 
Performance
