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| Morningstar Return Rating: | Average | | Year to Date Return: | 40.61% | | 5-Year Average Return: | 4.95% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.70% | |
Worst 1-Yr Total Return (2008): | -22.66% | |
Best 3-Yr Total Return (2004-6): | 7.16% | |
Worst 3-Yr Total Return (2006-8): | -4.73% |
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| 1-Year: | 9.61% | | 3-Year: | 3.23% | | 5-Year: | 4.82% | | 10-Year: | 4.43% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBHYX | Category | Diff | Index* | Diff | | Year To Date | 40.61 | 40.95 | -0.34 | 6.24 | 34.37 | | 1-Month | 1.69 | 1.53 | 0.16 | 0.49 | 1.2 | | 3-Month | 8.32 | 8.19 | 0.13 | 2.60 | 5.72 | | 1-Year | 36.35 | 35.58 | 0.77 | 13.79 | 22.56 | | 3-Year | 4.19 | 2.61 | 1.58 | 6.35 | -2.16 | | 5-Year | 4.95 | 4.05 | 0.9 | 5.05 | -0.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.71 | 34.85 | -1.14 | 7.06 | 26.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.59 | 0.91 | 1.68 | 7.94 | -5.35 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.66 | -26.41 | 3.75 | | 2007 | | | 1.92 | 1.47 | 0.45 | | 2006 | | | 9.70 | 10.14 | -0.44 | | 2005 | | | 2.48 | 2.59 | -0.11 | | 2004 | | | 9.45 | 9.99 | -0.54 | | 2003 | | | 25.05 | 24.36 | 0.69 | | 2002 | | | -2.09 | -1.52 | -0.57 | | 2001 | | | -0.85 | 2.39 | -3.24 | | 2000 | | | -7.25 | -7.12 | -0.13 | | 1999 | | | 2.84 | 5.05 | -2.21 |
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| PAST QUARTERLY RETURNS (%) FOR
PBHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.94 | 15.72 | 12.79 | N/A | | 2008 | -2.63 | 2.69 | -6.69 | -17.11 | | 2007 | 2.54 | 0.00 | 0.56 | -1.15 | | 2006 | 2.28 | -0.01 | 3.77 | 3.36 | | 2005 | -1.78 | 2.13 | 1.06 | 1.09 | | 2004 | 1.85 | -0.85 | 4.26 | 3.96 | | 2003 | 6.14 | 8.83 | 2.51 | 5.60 | | 2002 | 2.04 | -5.96 | -3.50 | 5.73 | | 2001 | 4.93 | -3.64 | -5.87 | 4.18 | | 2000 | -2.02 | 0.21 | -0.58 | -4.99 | | 1999 | N/A | N/A | N/A | 2.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 306 | 547 | 55.94 | | 1-Month | 201 | 577 | 34.84 | | 3-Month | 263 | 573 | 45.90 | | 6-Month | 348 | 553 | 62.93 | | 1-Year | 259 | 546 | 47.44 | | 3-Year | 102 | 471 | 21.66 | | 5-Year | 93 | 401 | 23.19 |
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