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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.39% | | 5-Year Average Return: | 3.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 4.17% | |
Worst 1-Yr Total Return (2008): | -6.29% | |
Best 3-Yr Total Return (2004-6): | 3.50% | |
Worst 3-Yr Total Return (2006-8): | -0.56% |
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| 1-Year: | 8.79% | | 3-Year: | 2.32% | | 5-Year: | 2.94% | | 10-Year: | 4.60% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBMAX | Category | Diff | Index* | Diff | | Year To Date | 13.39 | 15.98 | -2.59 | 12.53 | 0.86 | | 1-Month | 0.62 | 0.62 | 0 | 0.83 | -0.21 | | 3-Month | 2.34 | 2.61 | -0.27 | 2.25 | 0.09 | | 1-Year | 13.28 | 15.34 | -2.06 | 14.17 | -0.89 | | 3-Year | 2.36 | 2.57 | -0.21 | 4.17 | -1.81 | | 5-Year | 3.08 | 3.56 | -0.48 | 4.50 | -1.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.71 | 11.57 | -1.86 | 9.40 | 0.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.95 | 3.32 | 0.63 | 5.67 | -1.72 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.29 | -7.31 | 1.02 | | 2007 | | | 1.48 | 1.82 | -0.34 | | 2006 | | | 3.40 | 4.08 | -0.68 | | 2005 | | | 2.95 | 2.60 | 0.35 | | 2004 | | | 4.17 | 3.41 | 0.76 | | 2003 | | | 4.39 | 4.58 | -0.19 | | 2002 | | | 8.87 | 8.53 | 0.34 | | 2001 | | | 3.83 | 4.24 | -0.41 | | 2000 | | | 11.44 | 11.06 | 0.38 | | 1999 | | | -5.26 | -4.00 | -1.26 |
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| PAST QUARTERLY RETURNS (%) FOR
PBMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.63 | 2.57 | 7.03 | N/A | | 2008 | -1.58 | 0.96 | -3.96 | -1.80 | | 2007 | 0.59 | -0.95 | 1.30 | 0.55 | | 2006 | -0.13 | -0.51 | 3.25 | 0.79 | | 2005 | -0.20 | 3.07 | -0.59 | 0.68 | | 2004 | 1.50 | -2.53 | 4.14 | 1.11 | | 2003 | 0.75 | 2.44 | -0.14 | 1.29 | | 2002 | 0.31 | 3.39 | 5.68 | -0.67 | | 2001 | 1.45 | 0.55 | 2.84 | -1.02 | | 2000 | 2.83 | 1.49 | 2.20 | 4.48 | | 1999 | N/A | N/A | N/A | -1.55 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 45 | 77 | 58.44 | | 1-Month | 72 | 78 | 92.31 | | 3-Month | 38 | 78 | 48.72 | | 6-Month | 36 | 77 | 46.75 | | 1-Year | 41 | 77 | 53.25 | | 3-Year | 48 | 75 | 64.00 | | 5-Year | 45 | 70 | 64.29 |
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0.09%
Performance
