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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.51% | | 5-Year Average Return: | 5.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.10% | |
Worst 1-Yr Total Return (2008): | -14.33% | |
Best 3-Yr Total Return (2004-6): | 6.39% | |
Worst 3-Yr Total Return (2006-8): | -2.14% |
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| 1-Year: | 13.95% | | 3-Year: | 3.87% | | 5-Year: | 5.02% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PDVBX | Category | Diff | Index* | Diff | | Year To Date | 27.51 | 24.90 | 2.61 | 6.24 | 21.27 | | 1-Month | 1.26 | 1.05 | 0.21 | 0.49 | 0.77 | | 3-Month | 7.67 | 6.22 | 1.45 | 2.60 | 5.07 | | 1-Year | 32.30 | 27.17 | 5.13 | 13.79 | 18.51 | | 3-Year | 4.59 | 4.15 | 0.44 | 6.35 | -1.76 | | 5-Year | 5.07 | 4.90 | 0.17 | 5.05 | 0.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.63 | 23.09 | 5.54 | 7.06 | 21.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.38 | 4.14 | 1.24 | 7.94 | -2.56 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PDVBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.33 | -15.41 | 1.08 | | 2007 | | | 2.80 | 4.45 | -1.65 | | 2006 | | | 6.40 | 6.90 | -0.50 | | 2005 | | | 4.69 | 2.12 | 2.57 | | 2004 | | | 8.10 | 8.38 | -0.28 | | 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
PDVBX | |
| 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 | -1.36 | 3.82 | 1.42 | 0.79 | | 2004 | 1.79 | -3.34 | 5.82 | 3.82 | | 2003 | N/A | N/A | N/A | 4.10 | | 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 | 88 | 245 | 35.92 | | 1-Month | 162 | 266 | 60.90 | | 3-Month | 38 | 259 | 14.67 | | 6-Month | 50 | 254 | 19.69 | | 1-Year | 69 | 229 | 30.13 | | 3-Year | 59 | 164 | 35.98 | | 5-Year | 47 | 132 | 35.61 |
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0.83% Nasdaq 0.00%
Performance
