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| Morningstar Return Rating: | Above average | | Year to Date Return: | -2.56% | | 5-Year Average Return: | 1.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 40.02% | |
Worst 1-Yr Total Return (2008): | -43.08% | |
Best 3-Yr Total Return (2005-7): | 11.53% | |
Worst 3-Yr Total Return (2006-8): | -11.84% |
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| 1-Year: | 35.02% | | 3-Year: | -7.48% | | 5-Year: | 1.90% | | 10-Year: | 3.23% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBQIX | Category | Diff | Index* | Diff | | Year To Date | -2.56 | -3.57 | 1.01 | -3.60 | 1.04 | | 1-Month | -2.56 | -3.57 | 1.01 | -3.60 | 1.04 | | 3-Month | 6.43 | 3.99 | 2.44 | 4.16 | 2.27 | | 1-Year | 39.16 | 34.15 | 5.01 | 33.14 | 6.02 | | 3-Year | -7.83 | -7.17 | -0.66 | -7.24 | -0.59 | | 5-Year | 1.96 | 0.19 | 1.77 | 0.18 | 1.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.35 | 46.19 | 1.16 | 45.76 | 1.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.28 | -17.46 | -3.82 | -18.25 | -3.03 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBQIX | Category | Diff | | 2009 | | | 40.02 | 28.17 | 11.85 | | 2008 | | | -43.08 | -37.79 | -5.29 | | 2007 | | | 1.68 | 6.16 | -4.48 | | 2006 | | | 18.41 | 14.17 | 4.24 | | 2005 | | | 15.23 | 5.88 | 9.35 | | 2004 | | | 14.90 | 10.02 | 4.88 | | 2003 | | | 26.81 | 27.05 | -0.24 | | 2002 | | | -22.51 | -22.25 | -0.26 | | 2001 | | | -3.60 | -13.50 | 9.90 | | 2000 | | | 14.22 | -6.31 | 20.53 |
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| PAST QUARTERLY RETURNS (%) FOR
PBQIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.47 | 18.65 | 15.81 | 5.56 | | 2008 | -12.43 | 5.01 | -17.32 | -25.14 | | 2007 | 0.43 | 7.80 | -1.59 | -4.56 | | 2006 | 6.35 | -0.14 | 3.40 | 7.83 | | 2005 | 0.95 | 2.71 | 8.68 | 2.25 | | 2004 | 4.62 | 0.86 | -1.03 | 10.03 | | 2003 | -5.86 | 16.77 | 1.85 | 13.26 | | 2002 | 1.07 | -11.85 | -20.59 | 9.54 | | 2001 | -3.77 | 4.09 | -13.22 | 10.90 | | 2000 | -5.06 | -0.87 | 11.46 | 8.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 170 | 2131 | 7.98 | | 1-Month | 575 | 2131 | 26.98 | | 3-Month | 84 | 2102 | 4.00 | | 6-Month | 144 | 2071 | 6.95 | | 1-Year | 281 | 2011 | 13.97 | | 3-Year | 1001 | 1772 | 56.49 | | 5-Year | 175 | 1376 | 12.72 |
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1.52% Nasdaq 0.00%
Performance
