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| Morningstar Return Rating: | Low | | Year to Date Return: | 19.68% | | 5-Year Average Return: | 2.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 3.89% | |
Worst 1-Yr Total Return (2008): | -14.67% | |
Best 3-Yr Total Return (2004-6): | 3.20% | |
Worst 3-Yr Total Return (2006-8): | -3.20% |
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| 1-Year: | 8.26% | | 3-Year: | 1.05% | | 5-Year: | 1.69% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBMJX | Category | Diff | Index* | Diff | | Year To Date | 19.68 | 14.86 | 4.82 | 7.61 | 12.07 | | 1-Month | 1.15 | 1.13 | 0.02 | 1.29 | -0.14 | | 3-Month | 5.39 | 3.76 | 1.63 | 2.86 | 2.53 | | 1-Year | 23.18 | 18.84 | 4.34 | 11.63 | 11.55 | | 3-Year | 1.29 | 4.58 | -3.29 | 6.40 | -5.11 | | 5-Year | 2.21 | 4.20 | -1.99 | 5.49 | -3.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.83 | 13.91 | 5.92 | 7.06 | 12.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.62 | 6.57 | -3.95 | 7.94 | -5.32 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBMJX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.67 | -4.70 | -9.97 | | 2007 | | | 2.40 | 4.70 | -2.30 | | 2006 | | | 3.81 | 4.15 | -0.34 | | 2005 | | | 1.90 | 1.80 | 0.10 | | 2004 | | | 3.89 | 3.91 | -0.02 | | 2003 | | | 3.27 | 5.10 | -1.83 | | 2002 | | | 8.22 | 8.04 | 0.18 | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PBMJX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.16 | 8.19 | 8.98 | N/A | | 2008 | -2.98 | -0.96 | -5.28 | -6.25 | | 2007 | 1.38 | -0.95 | 1.53 | 0.44 | | 2006 | -0.70 | -0.37 | 3.57 | 1.32 | | 2005 | -0.66 | 2.66 | -0.52 | 0.45 | | 2004 | 2.33 | -2.50 | 3.12 | 0.97 | | 2003 | 1.13 | 2.31 | -0.58 | 0.39 | | 2002 | -0.24 | 3.15 | 4.03 | 1.08 | | 2001 | N/A | 0.55 | 3.95 | -0.69 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 202 | 1126 | 17.94 | | 1-Month | 221 | 1168 | 18.92 | | 3-Month | 104 | 1158 | 8.98 | | 6-Month | 159 | 1140 | 13.95 | | 1-Year | 161 | 1120 | 14.37 | | 3-Year | 722 | 970 | 74.43 | | 5-Year | 643 | 854 | 75.29 |
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