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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.82% | | 5-Year Average Return: | -0.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.30% | |
Worst 1-Yr Total Return (2008): | -37.54% | |
Best 3-Yr Total Return (2004-6): | 8.99% | |
Worst 3-Yr Total Return (2006-8): | -9.39% |
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| 1-Year: | -12.37% | | 3-Year: | -7.42% | | 5-Year: | -0.39% | | 10-Year: | -1.36% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBSIX | Category | Diff | Index* | Diff | | Year To Date | 15.82 | 18.65 | -2.83 | 17.05 | -1.23 | | 1-Month | -1.93 | -2.18 | 0.25 | -1.86 | -0.07 | | 3-Month | 5.38 | 5.08 | 0.3 | 5.48 | -0.1 | | 1-Year | 8.69 | 11.86 | -3.17 | 9.80 | -1.11 | | 3-Year | -8.07 | -6.78 | -1.29 | -7.02 | -1.05 | | 5-Year | -0.86 | 0.49 | -1.35 | 0.33 | -1.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.80 | 45.26 | -0.46 | 45.76 | -0.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.21 | -15.99 | -3.22 | -18.25 | -0.96 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.54 | -37.79 | 0.25 | | 2007 | | | 4.19 | 6.16 | -1.97 | | 2006 | | | 14.30 | 14.17 | 0.13 | | 2005 | | | 3.55 | 5.88 | -2.33 | | 2004 | | | 9.40 | 10.02 | -0.62 | | 2003 | | | 26.91 | 27.05 | -0.14 | | 2002 | | | -23.10 | -22.25 | -0.85 | | 2001 | | | -13.03 | -13.50 | 0.47 | | 2000 | | | -9.80 | -6.31 | -3.49 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PBSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.42 | 15.52 | 15.41 | N/A | | 2008 | -9.76 | -2.98 | -8.57 | -21.98 | | 2007 | 0.29 | 5.95 | 1.74 | -3.62 | | 2006 | 3.87 | -1.71 | 5.28 | 6.34 | | 2005 | -2.39 | 0.99 | 3.21 | 1.76 | | 2004 | 1.38 | 1.36 | -2.21 | 8.87 | | 2003 | -3.43 | 14.97 | 2.31 | 11.73 | | 2002 | -0.08 | -13.67 | -17.47 | 8.02 | | 2001 | -12.07 | 5.48 | -14.97 | 10.28 | | 2000 | 1.94 | -2.84 | -1.09 | -7.93 | | 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 | 1388 | 2013 | 68.95 | | 1-Month | 633 | 2110 | 30.00 | | 3-Month | 710 | 2090 | 33.97 | | 6-Month | 1106 | 2049 | 53.98 | | 1-Year | 1141 | 1999 | 57.08 | | 3-Year | 979 | 1694 | 57.79 | | 5-Year | 877 | 1352 | 64.87 |
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1.23% Nasdaq 0.00%
Performance
