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| Morningstar Return Rating: | Average | | Year to Date Return: | 36.81% | | 5-Year Average Return: | 3.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 17.66% | |
Worst 1-Yr Total Return (2008): | -41.11% | |
Best 3-Yr Total Return (2005-7): | 12.98% | |
Worst 3-Yr Total Return (2006-8): | -10.29% |
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| 1-Year: | -3.70% | | 3-Year: | -4.50% | | 5-Year: | 3.18% | | 10-Year: | 1.86% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBQAX | Category | Diff | Index* | Diff | | Year To Date | 36.81 | 31.20 | 5.61 | 24.07 | 12.74 | | 1-Month | 5.26 | 5.67 | -0.41 | 6.00 | -0.74 | | 3-Month | 7.95 | 8.18 | -0.23 | 7.91 | 0.04 | | 1-Year | 38.91 | 34.04 | 4.87 | 25.39 | 13.52 | | 3-Year | -3.74 | -3.89 | 0.15 | -5.79 | 2.05 | | 5-Year | 3.75 | 1.25 | 2.5 | 0.71 | 3.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.00 | 43.84 | 4.16 | 45.76 | 2.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.42 | -18.03 | 0.61 | -18.25 | 0.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBQAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.11 | -40.67 | -0.44 | | 2007 | | | 9.73 | 13.35 | -3.62 | | 2006 | | | 11.70 | 7.05 | 4.65 | | 2005 | | | 17.66 | 6.71 | 10.95 | | 2004 | | | 9.44 | 7.81 | 1.63 | | 2003 | | | 31.45 | 28.66 | 2.79 | | 2002 | | | -22.95 | -27.64 | 4.69 | | 2001 | | | -12.14 | -22.30 | 10.16 | | 2000 | | | 4.73 | -13.05 | 17.78 | | 1999 | | | 12.50 | 38.87 | -26.37 |
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| PAST QUARTERLY RETURNS (%) FOR
PBQAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.99 | 17.97 | 15.86 | N/A | | 2008 | -12.10 | 5.59 | -16.60 | -23.92 | | 2007 | 2.57 | 6.32 | 2.30 | -1.63 | | 2006 | 3.78 | -3.47 | 4.73 | 6.48 | | 2005 | -2.80 | 4.01 | 12.39 | 3.55 | | 2004 | 1.27 | 1.10 | -1.73 | 8.78 | | 2003 | -4.25 | 16.88 | 3.81 | 13.14 | | 2002 | 0.43 | -12.32 | -17.85 | 6.53 | | 2001 | -10.65 | 4.85 | -15.86 | 11.46 | | 2000 | -4.46 | -1.56 | 9.49 | 1.70 | | 1999 | N/A | N/A | N/A | 9.59 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 327 | 1818 | 17.99 | | 1-Month | 324 | 1906 | 17.00 | | 3-Month | 1294 | 1904 | 67.96 | | 6-Month | 933 | 1866 | 50.00 | | 1-Year | 222 | 1815 | 12.23 | | 3-Year | 591 | 1537 | 38.45 | | 5-Year | 106 | 1273 | 8.33 |
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0.11% Nasdaq 
0.01%
Performance
