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| Morningstar Return Rating: | Above average | | Year to Date Return: | -21.65% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 49.19% | |
Worst 1-Yr Total Return (2007): | 10.80% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | PEDIX | Category | Diff | Index* | Diff | | Year To Date | -21.65 | 15.40 | -37.05 | 6.24 | -27.89 | | 1-Month | -4.67 | 0.24 | -4.91 | 0.49 | -5.16 | | 3-Month | 3.47 | 5.26 | -1.79 | 2.60 | 0.87 | | 1-Year | 18.32 | 30.47 | -12.15 | 13.79 | 4.53 | | 3-Year | 8.59 | 5.79 | 2.8 | 6.35 | 2.24 | | 5-Year | N/A | 4.29 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.46 | 23.33 | -19.87 | 7.06 | -3.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 14.14 | 8.82 | 5.32 | 7.94 | 6.2 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEDIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 49.19 | -3.72 | 52.91 | | 2007 | | | 10.80 | 3.10 | 7.70 | | 2006 | | | N/A | 4.43 | N/A | | 2005 | | | N/A | 2.23 | N/A | | 2004 | | | N/A | 6.47 | N/A | | 2003 | | | N/A | 8.79 | N/A | | 2002 | | | N/A | 8.36 | N/A | | 2001 | | | N/A | 7.85 | N/A | | 2000 | | | N/A | 9.36 | N/A | | 1999 | | | N/A | -2.73 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PEDIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.93 | -13.57 | 10.47 | N/A | | 2008 | 3.87 | -3.46 | 3.98 | 43.08 | | 2007 | 0.11 | -5.98 | 6.62 | 10.41 | | 2006 | N/A | N/A | N/A | -0.08 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 47 | 49 | 95.92 | | 1-Month | 50 | 52 | 96.15 | | 3-Month | 43 | 52 | 82.69 | | 6-Month | 49 | 51 | 96.08 | | 1-Year | 41 | 49 | 83.67 | | 3-Year | 11 | 38 | 28.95 | | 5-Year | | 29 | N/A |
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