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| Morningstar Return Rating: | Average | | Year to Date Return: | 43.47% | | 5-Year Average Return: | 5.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.24% | |
Worst 1-Yr Total Return (2008): | -22.41% | |
Best 3-Yr Total Return (2004-6): | 7.69% | |
Worst 3-Yr Total Return (2006-8): | -4.31% |
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| 1-Year: | 9.77% | | 3-Year: | 2.92% | | 5-Year: | 4.48% | | 10-Year: | 4.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBHAX | Category | Diff | Index* | Diff | | Year To Date | 43.47 | 42.53 | 0.94 | 7.61 | 35.86 | | 1-Month | 1.38 | 1.09 | 0.29 | 1.29 | 0.09 | | 3-Month | 8.23 | 7.76 | 0.47 | 2.86 | 5.37 | | 1-Year | 48.45 | 48.90 | -0.45 | 11.63 | 36.82 | | 3-Year | 4.82 | 2.47 | 2.35 | 6.40 | -1.58 | | 5-Year | 5.61 | 4.02 | 1.59 | 5.49 | 0.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.75 | 35.54 | -1.79 | 7.06 | 26.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.32 | 0.71 | 2.61 | 7.94 | -4.62 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBHAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.41 | -26.41 | 4.00 | | 2007 | | | 2.44 | 1.47 | 0.97 | | 2006 | | | 10.24 | 10.14 | 0.10 | | 2005 | | | 3.00 | 2.59 | 0.41 | | 2004 | | | 10.00 | 9.99 | 0.01 | | 2003 | | | 25.63 | 24.36 | 1.27 | | 2002 | | | -1.59 | -1.52 | -0.07 | | 2001 | | | -0.32 | 2.39 | -2.71 | | 2000 | | | -6.84 | -7.12 | 0.28 | | 1999 | | | 3.36 | 5.05 | -1.69 |
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| PAST QUARTERLY RETURNS (%) FOR
PBHAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.33 | 15.58 | 12.93 | N/A | | 2008 | -2.69 | 2.81 | -6.38 | -17.17 | | 2007 | 2.67 | 0.13 | 0.51 | -0.85 | | 2006 | 2.41 | 0.12 | 3.90 | 3.49 | | 2005 | -1.66 | 2.08 | 1.37 | 1.22 | | 2004 | 1.98 | -0.73 | 4.39 | 4.09 | | 2003 | 6.26 | 8.96 | 2.64 | 5.73 | | 2002 | 1.98 | -5.57 | -3.66 | 6.07 | | 2001 | 5.09 | -3.51 | -5.75 | 4.31 | | 2000 | -1.89 | 0.24 | -0.32 | -4.97 | | 1999 | N/A | N/A | N/A | 2.31 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 255 | 543 | 46.96 | | 1-Month | 109 | 574 | 18.99 | | 3-Month | 102 | 571 | 17.86 | | 6-Month | 268 | 559 | 47.94 | | 1-Year | 280 | 543 | 51.57 | | 3-Year | 53 | 467 | 11.35 | | 5-Year | 35 | 403 | 8.68 |
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0.11% Nasdaq 
0.01%
Performance
