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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.13% | | 5-Year Average Return: | 7.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.95% | |
Worst 1-Yr Total Return (2008): | -14.97% | |
Best 3-Yr Total Return (2004-6): | 9.98% | |
Worst 3-Yr Total Return (2006-8): | -1.23% |
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| 1-Year: | 13.29% | | 3-Year: | 4.67% | | 5-Year: | 7.19% | | 10-Year: | 13.24% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBEMX | Category | Diff | Index* | Diff | | Year To Date | 27.13 | 30.28 | -3.15 | 6.24 | 20.89 | | 1-Month | 0.52 | 0.37 | 0.15 | 0.49 | 0.03 | | 3-Month | 6.92 | 7.25 | -0.33 | 2.60 | 4.32 | | 1-Year | 40.45 | 40.66 | -0.21 | 13.79 | 26.66 | | 3-Year | 4.91 | 5.60 | -0.69 | 6.35 | -1.44 | | 5-Year | 7.04 | 7.82 | -0.78 | 5.05 | 1.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.98 | 33.40 | -4.42 | 7.06 | 21.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.12 | 2.73 | 0.39 | 7.94 | -4.82 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBEMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.97 | -17.64 | 2.67 | | 2007 | | | 4.42 | 5.36 | -0.94 | | 2006 | | | 8.53 | 10.99 | -2.46 | | 2005 | | | 10.47 | 11.50 | -1.03 | | 2004 | | | 10.95 | 12.31 | -1.36 | | 2003 | | | 31.05 | 30.83 | 0.22 | | 2002 | | | 11.54 | 12.69 | -1.15 | | 2001 | | | 26.70 | 12.83 | 13.87 | | 2000 | | | 13.24 | 12.68 | 0.56 | | 1999 | | | 25.16 | 29.58 | -4.42 |
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| PAST QUARTERLY RETURNS (%) FOR
PBEMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.80 | 11.19 | 10.64 | N/A | | 2008 | 1.24 | -1.82 | -7.38 | -7.65 | | 2007 | 1.84 | -0.88 | 2.30 | 1.12 | | 2006 | 0.93 | -2.22 | 6.00 | 3.75 | | 2005 | -1.70 | 6.66 | 3.65 | 1.65 | | 2004 | 2.93 | -6.50 | 9.30 | 5.47 | | 2003 | 10.17 | 10.13 | 2.40 | 5.48 | | 2002 | 7.05 | -7.15 | -3.83 | 16.69 | | 2001 | 4.38 | 5.70 | 1.83 | 12.77 | | 2000 | 5.90 | 0.39 | 4.34 | 2.08 | | 1999 | N/A | N/A | N/A | 10.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 72 | 112 | 64.29 | | 1-Month | 50 | 113 | 44.25 | | 3-Month | 85 | 113 | 75.22 | | 6-Month | 75 | 112 | 66.96 | | 1-Year | 68 | 108 | 62.96 | | 3-Year | 44 | 72 | 61.11 | | 5-Year | 33 | 52 | 63.46 |
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