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| Morningstar Return Rating: | Above average | | Year to Date Return: | 30.50% | | 5-Year Average Return: | 8.19% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.94% | |
Worst 1-Yr Total Return (2008): | -14.21% | |
Best 3-Yr Total Return (2004-6): | 10.96% | |
Worst 3-Yr Total Return (2006-8): | -0.35% |
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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 | PEBAX | Category | Diff | Index* | Diff | | Year To Date | 30.50 | 32.12 | -1.62 | 7.61 | 22.89 | | 1-Month | 1.89 | 1.44 | 0.45 | 1.29 | 0.6 | | 3-Month | 7.00 | 6.67 | 0.33 | 2.86 | 4.14 | | 1-Year | 39.96 | 41.79 | -1.83 | 11.63 | 28.33 | | 3-Year | 5.95 | 5.50 | 0.45 | 6.40 | -0.45 | | 5-Year | 8.19 | 7.74 | 0.45 | 5.49 | 2.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.64 | 33.40 | -3.76 | 7.06 | 22.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.04 | 2.19 | 1.85 | 7.94 | -3.9 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.21 | -17.64 | 3.43 | | 2007 | | | 5.34 | 5.36 | -0.02 | | 2006 | | | 9.49 | 10.99 | -1.50 | | 2005 | | | 11.45 | 11.50 | -0.05 | | 2004 | | | 11.94 | 12.31 | -0.37 | | 2003 | | | 32.21 | 30.83 | 1.38 | | 2002 | | | 12.58 | 12.69 | -0.11 | | 2001 | | | 27.82 | 12.83 | 14.99 | | 2000 | | | 14.31 | 12.68 | 1.63 | | 1999 | | | 26.28 | 29.58 | -3.30 |
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| PAST QUARTERLY RETURNS (%) FOR
PEBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.02 | 11.43 | 10.89 | N/A | | 2008 | 1.46 | -1.60 | -7.16 | -7.45 | | 2007 | 2.06 | -0.65 | 2.52 | 1.34 | | 2006 | 1.15 | -2.00 | 6.24 | 3.97 | | 2005 | -1.48 | 6.89 | 3.89 | 1.87 | | 2004 | 3.16 | -6.29 | 9.54 | 5.71 | | 2003 | 10.41 | 10.38 | 2.63 | 5.71 | | 2002 | 7.29 | -6.92 | -3.61 | 16.95 | | 2001 | 4.61 | 5.94 | 2.05 | 13.02 | | 2000 | 6.16 | 0.67 | 4.57 | 2.29 | | 1999 | N/A | N/A | N/A | 10.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 52 | 112 | 46.43 | | 1-Month | 20 | 113 | 17.70 | | 3-Month | 27 | 113 | 23.89 | | 6-Month | 72 | 112 | 64.29 | | 1-Year | 45 | 108 | 41.67 | | 3-Year | 25 | 73 | 34.25 | | 5-Year | 25 | 53 | 47.17 |
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0.51% Nasdaq 
Performance
