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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.42% | | 5-Year Average Return: | 5.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.09% | |
Worst 1-Yr Total Return (2008): | -14.34% | |
Best 3-Yr Total Return (2004-6): | 6.38% | |
Worst 3-Yr Total Return (2006-8): | -2.15% |
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| 1-Year: | 16.44% | | 3-Year: | 4.44% | | 5-Year: | 5.10% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PDICX | Category | Diff | Index* | Diff | | Year To Date | 29.42 | 26.40 | 3.02 | 7.61 | 21.81 | | 1-Month | 1.50 | 1.05 | 0.45 | 1.29 | 0.21 | | 3-Month | 7.00 | 5.48 | 1.52 | 2.86 | 4.14 | | 1-Year | 35.55 | 32.78 | 2.77 | 11.63 | 23.92 | | 3-Year | 4.56 | 3.95 | 0.61 | 6.40 | -1.84 | | 5-Year | 5.25 | 4.79 | 0.46 | 5.49 | -0.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.63 | 23.40 | 5.23 | 7.06 | 21.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.37 | 3.93 | 1.44 | 7.94 | -2.57 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PDICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.34 | -15.41 | 1.07 | | 2007 | | | 2.80 | 4.45 | -1.65 | | 2006 | | | 6.40 | 6.90 | -0.50 | | 2005 | | | 4.69 | 2.12 | 2.57 | | 2004 | | | 8.09 | 8.38 | -0.29 | | 2003 | | | N/A | 16.18 | N/A | | 2002 | | | N/A | 6.76 | N/A | | 2001 | | | N/A | 4.22 | N/A | | 2000 | | | N/A | 1.73 | N/A | | 1999 | | | N/A | 2.89 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PDICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.34 | 12.65 | 11.40 | N/A | | 2008 | -0.15 | -1.49 | -6.63 | -6.73 | | 2007 | 1.29 | -1.34 | 1.67 | 1.17 | | 2006 | 0.54 | -1.21 | 4.26 | 2.74 | | 2005 | -1.35 | 3.83 | 1.42 | 0.79 | | 2004 | 1.78 | -3.34 | 5.82 | 3.82 | | 2003 | N/A | N/A | N/A | 4.09 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 90 | 252 | 35.71 | | 1-Month | 78 | 280 | 27.86 | | 3-Month | 72 | 267 | 26.97 | | 6-Month | 79 | 266 | 29.70 | | 1-Year | 60 | 236 | 25.42 | | 3-Year | 63 | 170 | 37.06 | | 5-Year | 49 | 141 | 34.75 |
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