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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.10% | | 5-Year Average Return: | 2.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 4.40% | |
Worst 1-Yr Total Return (2008): | -14.48% | |
Best 3-Yr Total Return (2004-6): | 3.65% | |
Worst 3-Yr Total Return (2006-8): | -2.81% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBMPX | Category | Diff | Index* | Diff | | Year To Date | 20.10 | 14.86 | 5.24 | 7.61 | 12.49 | | 1-Month | 1.18 | 1.13 | 0.05 | 1.29 | -0.11 | | 3-Month | 5.52 | 3.76 | 1.76 | 2.86 | 2.66 | | 1-Year | 23.67 | 18.84 | 4.83 | 11.63 | 12.04 | | 3-Year | 1.65 | 4.58 | -2.93 | 6.40 | -4.75 | | 5-Year | 2.60 | 4.20 | -1.6 | 5.49 | -2.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.98 | 13.91 | 6.07 | 7.06 | 12.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.96 | 6.57 | -3.61 | 7.94 | -4.98 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBMPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.48 | -4.70 | -9.78 | | 2007 | | | 2.86 | 4.70 | -1.84 | | 2006 | | | 4.36 | 4.15 | 0.21 | | 2005 | | | 2.22 | 1.80 | 0.42 | | 2004 | | | 4.40 | 3.91 | 0.49 | | 2003 | | | 3.88 | 5.10 | -1.22 | | 2002 | | | 8.81 | 8.04 | 0.77 | | 2001 | | | 7.24 | 7.64 | -0.40 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PBMPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.98 | 8.23 | 9.04 | N/A | | 2008 | -3.00 | -0.87 | -5.25 | -6.13 | | 2007 | 1.41 | -0.75 | 1.54 | 0.65 | | 2006 | -0.53 | -0.28 | 3.71 | 1.44 | | 2005 | -0.55 | 2.78 | -0.53 | 0.54 | | 2004 | 2.59 | -2.37 | 3.19 | 1.02 | | 2003 | 1.31 | 2.41 | -0.32 | 0.45 | | 2002 | -0.07 | 3.24 | 4.14 | 1.27 | | 2001 | 3.06 | 0.33 | 4.15 | -0.42 | | 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 | 180 | 1126 | 15.99 | | 1-Month | 35 | 1168 | 3.00 | | 3-Month | 81 | 1158 | 6.99 | | 6-Month | 136 | 1140 | 11.93 | | 1-Year | 176 | 1120 | 15.71 | | 3-Year | 710 | 970 | 73.20 | | 5-Year | 625 | 854 | 73.19 |
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0.28% Nasdaq 0.00%
Performance
