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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.98% | | 5-Year Average Return: | 6.39% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 7.65% | |
Worst 1-Yr Total Return (2008): | 1.48% | |
Best 3-Yr Total Return (2005-7): | 4.42% | |
Worst 3-Yr Total Return (2004-6): | 3.45% |
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| 1-Year: | 12.81% | | 3-Year: | 6.29% | | 5-Year: | 4.92% | | 10-Year: | 6.22% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBNAX | Category | Diff | Index* | Diff | | Year To Date | 16.98 | 14.86 | 2.12 | 7.61 | 9.37 | | 1-Month | 1.59 | 1.13 | 0.46 | 1.29 | 0.3 | | 3-Month | 5.18 | 3.76 | 1.42 | 2.86 | 2.32 | | 1-Year | 23.31 | 18.84 | 4.47 | 11.63 | 11.68 | | 3-Year | 8.15 | 4.58 | 3.57 | 6.40 | 1.75 | | 5-Year | 6.39 | 4.20 | 2.19 | 5.49 | 0.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.49 | 13.91 | 4.58 | 7.06 | 11.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.22 | 6.57 | 3.65 | 7.94 | 2.28 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBNAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.48 | -4.70 | 6.18 | | 2007 | | | 7.65 | 4.70 | 2.95 | | 2006 | | | 3.63 | 4.15 | -0.52 | | 2005 | | | 2.04 | 1.80 | 0.24 | | 2004 | | | 4.69 | 3.91 | 0.78 | | 2003 | | | 5.44 | 5.10 | 0.34 | | 2002 | | | 9.77 | 8.04 | 1.73 | | 2001 | | | 8.10 | 7.64 | 0.46 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PBNAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.43 | 7.50 | 8.74 | N/A | | 2008 | 2.52 | -1.09 | -3.37 | 3.57 | | 2007 | 1.64 | -1.96 | 4.27 | 3.61 | | 2006 | -0.91 | -0.46 | 4.11 | 0.92 | | 2005 | -0.30 | 3.75 | -1.28 | -0.07 | | 2004 | 3.34 | -3.32 | 3.73 | 1.03 | | 2003 | 2.39 | 2.89 | -0.39 | 0.49 | | 2002 | 0.00 | 3.57 | 4.30 | 1.61 | | 2001 | 2.72 | -0.80 | 6.78 | -0.65 | | 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 | 394 | 1126 | 34.99 | | 1-Month | 432 | 1168 | 36.99 | | 3-Month | 382 | 1158 | 32.99 | | 6-Month | 216 | 1140 | 18.95 | | 1-Year | 303 | 1120 | 27.05 | | 3-Year | 48 | 970 | 4.95 | | 5-Year | 45 | 854 | 5.27 |
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0.01% Nasdaq 0.00%
Performance
