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| Morningstar Return Rating: | Average | | Year to Date Return: | 5.65% | | 5-Year Average Return: | 4.34% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.34% | |
Worst 1-Yr Total Return (2005): | 2.13% | |
Best 3-Yr Total Return (2006-8): | 4.79% | |
Worst 3-Yr Total Return (2004-6): | 2.81% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PDIVX | Category | Diff | Index* | Diff | | Year To Date | 5.65 | 13.54 | -7.89 | 6.24 | -0.59 | | 1-Month | 0.32 | 0.89 | -0.57 | 0.49 | -0.17 | | 3-Month | 2.59 | 4.14 | -1.55 | 2.60 | -0.01 | | 1-Year | 12.59 | 17.86 | -5.27 | 13.79 | -1.2 | | 3-Year | 5.73 | 4.54 | 1.19 | 6.35 | -0.62 | | 5-Year | 4.34 | 3.85 | 0.49 | 5.05 | -0.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.25 | 13.81 | -7.56 | 7.06 | -0.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.39 | 6.49 | 0.9 | 7.94 | -0.55 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PDIVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.74 | -4.70 | 9.44 | | 2007 | | | 6.34 | 4.70 | 1.64 | | 2006 | | | 3.32 | 4.15 | -0.83 | | 2005 | | | 2.13 | 1.80 | 0.33 | | 2004 | | | 2.97 | 3.91 | -0.94 | | 2003 | | | 3.39 | 5.10 | -1.71 | | 2002 | | | 11.95 | 8.04 | 3.91 | | 2001 | | | 7.64 | 7.64 | 0.00 | | 2000 | | | 12.11 | 9.44 | 2.67 | | 1999 | | | -4.27 | -1.35 | -2.92 |
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| PAST QUARTERLY RETURNS (%) FOR
PDIVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.53 | 2.23 | 3.56 | N/A | | 2008 | 1.85 | -1.00 | 0.17 | 3.70 | | 2007 | 1.28 | -0.66 | 2.72 | 2.89 | | 2006 | -0.97 | -0.26 | 3.56 | 1.02 | | 2005 | -0.38 | 3.17 | -1.03 | 0.42 | | 2004 | 2.78 | -3.09 | 3.12 | 0.25 | | 2003 | 1.59 | 2.71 | -0.53 | -0.39 | | 2002 | -0.65 | 4.66 | 6.37 | 1.22 | | 2001 | 2.89 | -0.28 | 5.30 | -0.37 | | 2000 | 2.80 | 0.84 | 2.90 | 5.09 | | 1999 | N/A | N/A | N/A | -0.96 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1043 | 1122 | 92.96 | | 1-Month | 1082 | 1164 | 92.96 | | 3-Month | 923 | 1154 | 79.98 | | 6-Month | 963 | 1133 | 85.00 | | 1-Year | 770 | 1113 | 69.18 | | 3-Year | 305 | 957 | 31.87 | | 5-Year | 297 | 845 | 35.15 |
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0.01% Nasdaq 
0.22%
Performance
