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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.65% | | 5-Year Average Return: | -0.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.76% | |
Worst 1-Yr Total Return (2008): | -38.18% | |
Best 3-Yr Total Return (2004-6): | 11.06% | |
Worst 3-Yr Total Return (2006-8): | -9.11% |
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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 | PDPBX | Category | Diff | Index* | Diff | | Year To Date | 19.65 | 25.10 | -5.45 | 24.07 | -4.42 | | 1-Month | 5.69 | 5.28 | 0.41 | 6.00 | -0.31 | | 3-Month | 6.30 | 7.01 | -0.71 | 7.91 | -1.61 | | 1-Year | 21.19 | 28.01 | -6.82 | 25.39 | -4.2 | | 3-Year | -7.12 | -5.87 | -1.25 | -5.79 | -1.33 | | 5-Year | -0.14 | 0.64 | -0.78 | 0.71 | -0.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.58 | 46.08 | -6.5 | 45.76 | -6.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.03 | -17.41 | -2.62 | -18.25 | -1.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PDPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.18 | -37.79 | -0.39 | | 2007 | | | 6.75 | 6.16 | 0.59 | | 2006 | | | 13.76 | 14.17 | -0.41 | | 2005 | | | 6.97 | 5.88 | 1.09 | | 2004 | | | 12.58 | 10.02 | 2.56 | | 2003 | | | 27.99 | 27.05 | 0.94 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PDPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.37 | 13.52 | 14.27 | N/A | | 2008 | -10.60 | -1.63 | -10.17 | -21.74 | | 2007 | 1.00 | 5.31 | 2.52 | -2.10 | | 2006 | 4.12 | -2.11 | 5.33 | 5.97 | | 2005 | -0.87 | 1.31 | 4.59 | 1.83 | | 2004 | 2.01 | 1.34 | -0.70 | 9.67 | | 2003 | -3.30 | 14.89 | 2.97 | 11.88 | | 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 | 1657 | 2021 | 81.99 | | 1-Month | 1521 | 2113 | 71.98 | | 3-Month | 1359 | 2091 | 64.99 | | 6-Month | 1548 | 2064 | 75.00 | | 1-Year | 1440 | 2011 | 71.61 | | 3-Year | 1132 | 1707 | 66.32 | | 5-Year | 830 | 1360 | 61.03 |
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0.47% Nasdaq 0.00%
Performance
