|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.08% | | 5-Year Average Return: | 0.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.86% | |
Worst 1-Yr Total Return (2008): | -27.48% | |
Best 3-Yr Total Return (2004-6): | 8.16% | |
Worst 3-Yr Total Return (2006-8): | -5.94% |
|
| 1-Year: | -7.26% | | 3-Year: | -4.39% | | 5-Year: | 0.85% | | 10-Year: | 1.70% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBFBX | Category | Diff | Index* | Diff | | Year To Date | 17.08 | 22.21 | -5.13 | N/A | N/A | | 1-Month | 3.64 | 3.58 | 0.06 | N/A | N/A | | 3-Month | 5.56 | 5.74 | -0.18 | N/A | N/A | | 1-Year | 20.47 | 26.14 | -5.67 | N/A | N/A | | 3-Year | -3.93 | -2.18 | -1.75 | N/A | N/A | | 5-Year | 0.70 | 2.20 | -1.5 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.00 | 33.99 | -3.99 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.79 | -9.13 | -2.66 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.48 | -28.00 | 0.52 | | 2007 | | | 3.53 | 5.99 | -2.46 | | 2006 | | | 10.86 | 11.29 | -0.43 | | 2005 | | | 3.37 | 5.13 | -1.76 | | 2004 | | | 10.40 | 8.86 | 1.54 | | 2003 | | | 24.67 | 20.35 | 4.32 | | 2002 | | | -12.82 | -12.02 | -0.80 | | 2001 | | | -5.98 | -5.05 | -0.93 | | 2000 | | | -0.85 | 1.82 | -2.67 | | 1999 | | | 9.61 | 10.71 | -1.10 |
|
| PAST QUARTERLY RETURNS (%) FOR
PBFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.78 | 11.49 | 10.73 | N/A | | 2008 | -6.67 | -1.89 | -7.54 | -14.35 | | 2007 | 1.37 | 3.35 | 0.62 | -1.80 | | 2006 | 3.15 | -1.31 | 3.83 | 4.89 | | 2005 | -1.39 | 1.71 | 1.68 | 1.37 | | 2004 | 2.57 | 0.63 | -0.39 | 7.38 | | 2003 | -1.20 | 12.99 | 2.61 | 8.84 | | 2002 | 0.78 | -7.11 | -11.81 | 5.60 | | 2001 | -7.19 | 5.77 | -10.42 | 6.92 | | 2000 | 3.07 | -1.02 | 0.51 | -3.32 | | 1999 | N/A | N/A | N/A | 8.03 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1018 | 1184 | 85.98 | | 1-Month | 567 | 1233 | 45.99 | | 3-Month | 380 | 1229 | 30.92 | | 6-Month | 724 | 1208 | 59.93 | | 1-Year | 848 | 1183 | 71.68 | | 3-Year | 612 | 932 | 65.67 | | 5-Year | 548 | 784 | 69.90 |
|
|
|
|
|