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| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.03% | | 5-Year Average Return: | 5.11% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.95% | |
Worst 1-Yr Total Return (2008): | 0.77% | |
Best 3-Yr Total Return (2005-7): | 3.58% | |
Worst 3-Yr Total Return (2004-6): | 2.29% |
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| 1-Year: | 9.81% | | 3-Year: | 5.32% | | 5-Year: | 3.99% | | 10-Year: | 4.86% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PBSMX | Category | Diff | Index* | Diff | | Year To Date | 14.03 | 9.71 | 4.32 | 7.61 | 6.42 | | 1-Month | 0.94 | 0.67 | 0.27 | 1.29 | -0.35 | | 3-Month | 2.64 | 2.20 | 0.44 | 2.86 | -0.22 | | 1-Year | 16.90 | 11.11 | 5.79 | 11.63 | 5.27 | | 3-Year | 6.69 | 3.58 | 3.11 | 6.40 | 0.29 | | 5-Year | 5.11 | 3.39 | 1.72 | 5.49 | -0.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.71 | 7.66 | 2.05 | 7.06 | 2.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.07 | 4.29 | 4.78 | 7.94 | 1.13 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PBSMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.77 | -4.23 | 5.00 | | 2007 | | | 5.95 | 4.29 | 1.66 | | 2006 | | | 4.03 | 4.05 | -0.02 | | 2005 | | | 0.83 | 1.45 | -0.62 | | 2004 | | | 2.04 | 1.63 | 0.41 | | 2003 | | | 4.82 | 2.54 | 2.28 | | 2002 | | | 6.68 | 5.47 | 1.21 | | 2001 | | | 7.36 | 7.27 | 0.09 | | 2000 | | | 7.67 | 7.59 | 0.08 | | 1999 | | | 1.70 | 2.21 | -0.51 |
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| PAST QUARTERLY RETURNS (%) FOR
PBSMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.79 | 4.66 | 4.18 | N/A | | 2008 | 2.05 | -0.35 | -2.14 | 1.27 | | 2007 | 1.62 | 0.12 | 1.84 | 2.26 | | 2006 | 0.09 | 0.37 | 2.62 | 0.90 | | 2005 | -0.96 | 1.76 | -0.22 | 0.26 | | 2004 | 1.87 | -1.91 | 1.97 | 0.15 | | 2003 | 1.81 | 2.46 | 0.30 | 0.19 | | 2002 | -0.38 | 1.73 | 3.18 | 2.02 | | 2001 | 3.44 | 1.07 | 3.90 | -1.17 | | 2000 | 1.43 | 1.32 | 2.58 | 2.13 | | 1999 | N/A | N/A | N/A | 0.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 66 | 418 | 15.79 | | 1-Month | 108 | 434 | 24.88 | | 3-Month | 138 | 433 | 31.87 | | 6-Month | 97 | 424 | 22.88 | | 1-Year | 35 | 418 | 8.37 | | 3-Year | 10 | 377 | 2.65 | | 5-Year | 12 | 313 | 3.83 |
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