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| Morningstar Return Rating: | Below average | | Year to Date Return: | 69.08% | | 5-Year Average Return: | 13.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 40.78% | |
Worst 1-Yr Total Return (2008): | -59.40% | |
Best 3-Yr Total Return (2005-7): | 37.09% | |
Worst 3-Yr Total Return (2006-8): | -8.51% |
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| 1-Year: | 3.81% | | 3-Year: | 2.43% | | 5-Year: | 14.17% | | 10-Year: | 10.90% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBEFX | Category | Diff | Index* | Diff | | Year To Date | 69.08 | 67.76 | 1.32 | 29.91 | 39.17 | | 1-Month | 6.42 | 5.36 | 1.06 | 2.00 | 4.42 | | 3-Month | 14.64 | 13.28 | 1.36 | 4.58 | 10.06 | | 1-Year | 84.50 | 80.33 | 4.17 | 37.72 | 46.78 | | 3-Year | 0.51 | 2.54 | -2.03 | -5.52 | 6.03 | | 5-Year | 13.18 | 13.59 | -0.41 | 4.13 | 9.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 82.90 | 85.38 | -2.48 | 59.35 | 23.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.25 | -8.10 | -13.15 | -14.95 | -6.3 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBEFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -59.40 | -54.44 | -4.96 | | 2007 | | | 40.78 | 36.68 | 4.10 | | 2006 | | | 33.98 | 32.06 | 1.92 | | 2005 | | | 36.60 | 31.54 | 5.06 | | 2004 | | | 18.51 | 23.54 | -5.03 | | 2003 | | | 55.91 | 55.19 | 0.72 | | 2002 | | | -2.69 | -6.05 | 3.36 | | 2001 | | | -8.96 | -3.83 | -5.13 | | 2000 | | | -34.32 | -30.33 | -3.99 | | 1999 | | | 89.66 | 70.56 | 19.10 |
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| PAST QUARTERLY RETURNS (%) FOR
PBEFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.85 | 31.37 | 20.62 | N/A | | 2008 | -13.80 | 1.66 | -30.64 | -33.20 | | 2007 | 2.87 | 16.60 | 12.15 | 4.66 | | 2006 | 13.21 | -4.11 | 3.48 | 19.26 | | 2005 | 0.98 | 4.00 | 18.61 | 9.67 | | 2004 | 6.01 | -10.44 | 8.06 | 15.51 | | 2003 | -5.54 | 22.10 | 13.85 | 18.73 | | 2002 | 11.09 | -5.04 | -16.70 | 10.73 | | 2001 | -9.34 | 4.16 | -15.88 | 14.61 | | 2000 | 15.24 | -17.53 | -17.34 | -16.40 | | 1999 | N/A | N/A | N/A | 55.04 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 164 | 365 | 44.93 | | 1-Month | 217 | 381 | 56.96 | | 3-Month | 218 | 376 | 57.98 | | 6-Month | 234 | 373 | 62.73 | | 1-Year | 121 | 354 | 34.18 | | 3-Year | 187 | 260 | 71.92 | | 5-Year | 105 | 194 | 54.12 |
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