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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.16% | | 5-Year Average Return: | 2.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.40% | |
Worst 1-Yr Total Return (2008): | -6.30% | |
Best 3-Yr Total Return (2004-6): | 3.68% | |
Worst 3-Yr Total Return (2006-8): | -0.25% |
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| 1-Year: | 8.78% | | 3-Year: | 2.69% | | 5-Year: | 3.45% | | 10-Year: | 4.73% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBHMX | Category | Diff | Index* | Diff | | Year To Date | 13.16 | 16.19 | -3.03 | 11.61 | 1.55 | | 1-Month | -2.34 | -2.45 | 0.11 | -2.10 | -0.24 | | 3-Month | 3.36 | 4.74 | -1.38 | 3.15 | 0.21 | | 1-Year | 13.18 | 14.22 | -1.04 | 13.60 | -0.42 | | 3-Year | 2.60 | 2.04 | 0.56 | 4.17 | -1.57 | | 5-Year | 2.99 | 2.84 | 0.15 | 4.15 | -1.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.29 | 12.77 | -2.48 | 9.40 | 0.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.20 | 2.31 | 1.89 | 5.67 | -1.47 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBHMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.30 | -9.45 | 3.15 | | 2007 | | | 1.45 | 1.27 | 0.18 | | 2006 | | | 4.40 | 4.57 | -0.17 | | 2005 | | | 2.77 | 3.10 | -0.33 | | 2004 | | | 3.88 | 3.77 | 0.11 | | 2003 | | | 4.36 | 4.90 | -0.54 | | 2002 | | | 8.95 | 8.45 | 0.50 | | 2001 | | | 3.65 | 3.92 | -0.27 | | 2000 | | | 11.17 | 11.24 | -0.07 | | 1999 | | | -3.89 | -4.70 | 0.81 |
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| PAST QUARTERLY RETURNS (%) FOR
PBHMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.66 | 3.13 | 7.35 | N/A | | 2008 | -1.23 | 0.57 | -3.93 | -1.81 | | 2007 | 0.54 | -0.78 | 1.00 | 0.69 | | 2006 | 0.31 | -0.14 | 3.22 | 0.98 | | 2005 | -0.41 | 2.71 | -0.11 | 0.58 | | 2004 | 1.45 | -2.30 | 3.67 | 1.08 | | 2003 | 0.78 | 2.27 | -0.08 | 1.33 | | 2002 | 0.99 | 2.89 | 4.82 | 0.03 | | 2001 | 1.98 | 0.58 | 2.32 | -1.24 | | 2000 | 2.02 | 1.37 | 2.35 | 5.04 | | 1999 | N/A | N/A | N/A | -1.27 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 171 | 264 | 64.77 | | 1-Month | 138 | 266 | 51.88 | | 3-Month | 212 | 266 | 79.70 | | 6-Month | 195 | 264 | 73.86 | | 1-Year | 124 | 262 | 47.33 | | 3-Year | 85 | 247 | 34.41 | | 5-Year | 73 | 228 | 32.02 |
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