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| Morningstar Return Rating: | Above average | | Year to Date Return: | 30.79% | | 5-Year Average Return: | 8.46% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.23% | |
Worst 1-Yr Total Return (2008): | -13.99% | |
Best 3-Yr Total Return (2004-6): | 11.24% | |
Worst 3-Yr Total Return (2006-8): | -0.10% |
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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 | PEBIX | Category | Diff | Index* | Diff | | Year To Date | 30.79 | 32.12 | -1.33 | 7.61 | 23.18 | | 1-Month | 1.91 | 1.44 | 0.47 | 1.29 | 0.62 | | 3-Month | 7.06 | 6.67 | 0.39 | 2.86 | 4.2 | | 1-Year | 40.31 | 41.79 | -1.48 | 11.63 | 28.68 | | 3-Year | 6.22 | 5.50 | 0.72 | 6.40 | -0.18 | | 5-Year | 8.46 | 7.74 | 0.72 | 5.49 | 2.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.83 | 33.40 | -3.57 | 7.06 | 22.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.30 | 2.19 | 2.11 | 7.94 | -3.64 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -13.99 | -17.64 | 3.65 | | 2007 | | | 5.61 | 5.36 | 0.25 | | 2006 | | | 9.77 | 10.99 | -1.22 | | 2005 | | | 11.73 | 11.50 | 0.23 | | 2004 | | | 12.23 | 12.31 | -0.08 | | 2003 | | | 32.54 | 30.83 | 1.71 | | 2002 | | | 12.83 | 12.69 | 0.14 | | 2001 | | | 28.17 | 12.83 | 15.34 | | 2000 | | | 14.59 | 12.68 | 1.91 | | 1999 | | | 26.58 | 29.58 | -3.00 |
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| PAST QUARTERLY RETURNS (%) FOR
PEBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.09 | 11.50 | 10.96 | N/A | | 2008 | 1.53 | -1.53 | -7.11 | -7.38 | | 2007 | 2.13 | -0.59 | 2.59 | 1.41 | | 2006 | 1.22 | -1.94 | 6.31 | 4.04 | | 2005 | -1.42 | 6.96 | 3.96 | 1.93 | | 2004 | 3.23 | -6.23 | 9.61 | 5.78 | | 2003 | 10.47 | 10.45 | 2.70 | 5.78 | | 2002 | 7.35 | -6.88 | -3.55 | 17.02 | | 2001 | 4.68 | 6.00 | 2.13 | 13.10 | | 2000 | 6.22 | 0.74 | 4.63 | 2.35 | | 1999 | N/A | N/A | N/A | 11.02 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 48 | 112 | 42.86 | | 1-Month | 15 | 113 | 13.27 | | 3-Month | 22 | 113 | 19.47 | | 6-Month | 67 | 112 | 59.82 | | 1-Year | 42 | 108 | 38.89 | | 3-Year | 22 | 73 | 30.14 | | 5-Year | 20 | 53 | 37.74 |
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0.11% Nasdaq 
0.01%
Performance
