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| Morningstar Return Rating: | Above average | | Year to Date Return: | 32.52% | | 5-Year Average Return: | 1.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.86% | |
Worst 1-Yr Total Return (2008): | -33.47% | |
Best 3-Yr Total Return (2004-6): | 7.58% | |
Worst 3-Yr Total Return (2006-8): | -9.13% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBFDX | Category | Diff | Index* | Diff | | Year To Date | 32.52 | 25.10 | 7.42 | 24.07 | 8.45 | | 1-Month | 4.63 | 5.28 | -0.65 | 6.00 | -1.37 | | 3-Month | 9.06 | 7.01 | 2.05 | 7.91 | 1.15 | | 1-Year | 36.32 | 28.01 | 8.31 | 25.39 | 10.93 | | 3-Year | -3.80 | -5.87 | 2.07 | -5.79 | 1.99 | | 5-Year | 1.06 | 0.64 | 0.42 | 0.71 | 0.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.33 | 46.08 | 5.25 | 45.76 | 5.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.00 | -17.41 | 3.41 | -18.25 | 4.25 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBFDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.47 | -37.79 | 4.32 | | 2007 | | | 0.82 | 6.16 | -5.34 | | 2006 | | | 11.86 | 14.17 | -2.31 | | 2005 | | | 1.81 | 5.88 | -4.07 | | 2004 | | | 9.31 | 10.02 | -0.71 | | 2003 | | | 17.43 | 27.05 | -9.62 | | 2002 | | | -19.05 | -22.25 | 3.20 | | 2001 | | | 7.25 | -13.50 | 20.75 | | 2000 | | | 12.66 | -6.31 | 18.97 | | 1999 | | | -2.96 | 20.16 | -23.12 |
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| PAST QUARTERLY RETURNS (%) FOR
PBFDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.82 | 23.19 | 17.19 | N/A | | 2008 | -6.38 | -3.04 | -2.13 | -25.12 | | 2007 | -0.44 | 7.78 | 2.77 | -8.57 | | 2006 | 2.99 | -2.88 | 4.61 | 6.91 | | 2005 | -2.47 | 2.23 | 1.16 | 0.94 | | 2004 | 2.60 | -0.70 | -1.70 | 9.16 | | 2003 | -4.32 | 12.29 | 1.82 | 7.35 | | 2002 | 1.69 | -10.82 | -15.00 | 5.00 | | 2001 | -0.04 | 6.77 | -10.95 | 12.86 | | 2000 | 3.32 | 1.38 | 6.66 | 0.84 | | 1999 | N/A | N/A | N/A | 2.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 222 | 2021 | 10.98 | | 1-Month | 464 | 2113 | 21.96 | | 3-Month | 83 | 2091 | 3.97 | | 6-Month | 103 | 2064 | 4.99 | | 1-Year | 224 | 2011 | 11.14 | | 3-Year | 198 | 1707 | 11.60 | | 5-Year | 426 | 1360 | 31.32 |
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0.01% Nasdaq 
Performance
