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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.92% | | 5-Year Average Return: | 2.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 16.81% | |
Worst 1-Yr Total Return (2008): | -41.56% | |
Best 3-Yr Total Return (2005-7): | 12.15% | |
Worst 3-Yr Total Return (2006-8): | -10.97% |
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| 1-Year: | -3.57% | | 3-Year: | -4.18% | | 5-Year: | 3.41% | | 10-Year: | 1.67% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBQFX | Category | Diff | Index* | Diff | | Year To Date | 35.92 | 31.20 | 4.72 | 24.07 | 11.85 | | 1-Month | 5.24 | 5.67 | -0.43 | 6.00 | -0.76 | | 3-Month | 7.78 | 8.18 | -0.4 | 7.91 | -0.13 | | 1-Year | 37.95 | 34.04 | 3.91 | 25.39 | 12.56 | | 3-Year | -4.45 | -3.89 | -0.56 | -5.79 | 1.34 | | 5-Year | 2.98 | 1.25 | 1.73 | 0.71 | 2.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.45 | 43.84 | 3.61 | 45.76 | 1.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.06 | -18.03 | -0.03 | -18.25 | 0.19 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBQFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.56 | -40.67 | -0.89 | | 2007 | | | 8.91 | 13.35 | -4.44 | | 2006 | | | 10.88 | 7.05 | 3.83 | | 2005 | | | 16.81 | 6.71 | 10.10 | | 2004 | | | 8.63 | 7.81 | 0.82 | | 2003 | | | 30.39 | 28.66 | 1.73 | | 2002 | | | -23.51 | -27.64 | 4.13 | | 2001 | | | -12.80 | -22.30 | 9.50 | | 2000 | | | 3.93 | -13.05 | 16.98 | | 1999 | | | 11.69 | 38.87 | -27.18 |
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| PAST QUARTERLY RETURNS (%) FOR
PBQFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.16 | 17.75 | 15.67 | N/A | | 2008 | -12.30 | 5.40 | -16.77 | -24.04 | | 2007 | 2.36 | 6.11 | 2.12 | -1.80 | | 2006 | 3.57 | -3.69 | 4.55 | 6.33 | | 2005 | -2.98 | 3.82 | 12.22 | 3.34 | | 2004 | 1.15 | 0.92 | -1.97 | 8.55 | | 2003 | -4.40 | 16.59 | 3.62 | 12.91 | | 2002 | 0.22 | -12.45 | -17.97 | 6.27 | | 2001 | -10.78 | 4.59 | -16.01 | 11.26 | | 2000 | -4.67 | -1.72 | 9.27 | 1.52 | | 1999 | N/A | N/A | N/A | 9.39 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 381 | 1818 | 20.96 | | 1-Month | 400 | 1906 | 20.99 | | 3-Month | 1370 | 1904 | 71.95 | | 6-Month | 1063 | 1866 | 56.97 | | 1-Year | 245 | 1815 | 13.50 | | 3-Year | 744 | 1537 | 48.41 | | 5-Year | 176 | 1273 | 13.83 |
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0.13% Nasdaq 
0.23%
Performance
