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| Morningstar Return Rating: | Below average | | Year to Date Return: | 40.99% | | 5-Year Average Return: | 4.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.88% | |
Worst 1-Yr Total Return (2008): | -48.03% | |
Best 3-Yr Total Return (2005-7): | 17.92% | |
Worst 3-Yr Total Return (2006-8): | -9.47% |
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| 1-Year: | -0.21% | | 3-Year: | -3.76% | | 5-Year: | 5.46% | | 10-Year: | 0.26% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBISX | Category | Diff | Index* | Diff | | Year To Date | 40.99 | 34.98 | 6.01 | 29.91 | 11.08 | | 1-Month | 5.46 | 4.27 | 1.19 | 2.00 | 3.46 | | 3-Month | 9.50 | 8.00 | 1.5 | 4.58 | 4.92 | | 1-Year | 51.65 | 44.78 | 6.87 | 37.72 | 13.93 | | 3-Year | -4.40 | -4.43 | 0.03 | -5.52 | 1.12 | | 5-Year | 4.48 | 4.67 | -0.19 | 4.13 | 0.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.98 | 57.52 | 10.46 | 59.35 | 8.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.12 | -17.65 | -0.47 | -14.95 | -3.17 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.03 | -46.56 | -1.47 | | 2007 | | | 16.16 | 16.26 | -0.10 | | 2006 | | | 22.88 | 23.95 | -1.07 | | 2005 | | | 14.88 | 15.23 | -0.35 | | 2004 | | | 11.29 | 16.23 | -4.94 | | 2003 | | | 31.22 | 33.83 | -2.61 | | 2002 | | | -19.92 | -19.15 | -0.77 | | 2001 | | | -29.97 | -24.05 | -5.92 | | 2000 | | | -25.63 | -21.04 | -4.59 | | 1999 | | | 68.34 | 49.56 | 18.78 |
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| PAST QUARTERLY RETURNS (%) FOR
PBISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.44 | 28.20 | 18.30 | N/A | | 2008 | -9.85 | -0.09 | -23.43 | -24.64 | | 2007 | 3.44 | 8.40 | 3.95 | -0.34 | | 2006 | 8.63 | -1.26 | 4.45 | 9.68 | | 2005 | 0.24 | -0.84 | 9.74 | 5.32 | | 2004 | 3.36 | -3.51 | -1.21 | 12.96 | | 2003 | -6.70 | 16.82 | 4.37 | 15.35 | | 2002 | 1.13 | -4.19 | -19.53 | 2.72 | | 2001 | -18.50 | -1.09 | -14.60 | 1.72 | | 2000 | -3.45 | -8.91 | -7.66 | -8.42 | | 1999 | N/A | N/A | N/A | 43.90 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 66 | 267 | 24.72 | | 1-Month | 240 | 286 | 83.92 | | 3-Month | 143 | 286 | 50.00 | | 6-Month | 115 | 274 | 41.97 | | 1-Year | 53 | 263 | 20.15 | | 3-Year | 95 | 203 | 46.80 | | 5-Year | 75 | 149 | 50.34 |
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0.51% Nasdaq 
Performance
