|
| Morningstar Return Rating: | | | Year to Date Return: | 29.31% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.31% | |
Worst 1-Yr Total Return (2008): | -10.70% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PELBX | Category | Diff | Index* | Diff | | Year To Date | 29.31 | 32.12 | -2.81 | 7.61 | 21.7 | | 1-Month | 2.89 | 1.44 | 1.45 | 1.29 | 1.6 | | 3-Month | 7.65 | 6.67 | 0.98 | 2.86 | 4.79 | | 1-Year | 43.90 | 41.79 | 2.11 | 11.63 | 32.27 | | 3-Year | N/A | 5.50 | N/A | 6.40 | N/A | | 5-Year | N/A | 7.74 | N/A | 5.49 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.80 | 33.40 | 5.4 | 7.06 | 31.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.91 | 2.19 | 1.72 | 7.94 | -4.03 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PELBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.70 | -17.64 | 6.94 | | 2007 | | | 12.31 | 5.36 | 6.95 | | 2006 | | | N/A | 10.99 | N/A | | 2005 | | | N/A | 11.50 | N/A | | 2004 | | | N/A | 12.31 | N/A | | 2003 | | | N/A | 30.83 | N/A | | 2002 | | | N/A | 12.69 | N/A | | 2001 | | | N/A | 12.83 | N/A | | 2000 | | | N/A | 12.68 | N/A | | 1999 | | | N/A | 29.58 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PELBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.17 | 17.65 | 10.96 | N/A | | 2008 | 2.36 | -0.97 | -5.58 | -6.70 | | 2007 | 1.24 | 4.74 | 4.52 | 1.32 | | 2006 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 67 | 112 | 59.82 | | 1-Month | 75 | 113 | 66.37 | | 3-Month | 16 | 113 | 14.16 | | 6-Month | 47 | 112 | 41.96 | | 1-Year | 58 | 108 | 53.70 | | 3-Year | | 73 | N/A | | 5-Year | | 53 | N/A |
|
|
|
|
|