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| Morningstar Return Rating: | | | Year to Date Return: | 27.96% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -11.73% | |
Worst 1-Yr Total Return (2008): | -11.73% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 14.40% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PELCX | Category | Diff | Index* | Diff | | Year To Date | 27.96 | 32.12 | -4.16 | 7.61 | 20.35 | | 1-Month | 2.79 | 1.44 | 1.35 | 1.29 | 1.5 | | 3-Month | 7.33 | 6.67 | 0.66 | 2.86 | 4.47 | | 1-Year | 42.26 | 41.79 | 0.47 | 11.63 | 30.63 | | 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) | 37.90 | 33.40 | 4.5 | 7.06 | 30.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.74 | 2.19 | 0.55 | 7.94 | -5.2 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PELCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.73 | -17.64 | 5.91 | | 2007 | | | N/A | 5.36 | N/A | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
PELCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.44 | 17.33 | 10.65 | N/A | | 2008 | 2.07 | -1.26 | -5.86 | -6.98 | | 2007 | N/A | N/A | N/A | 1.03 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 75 | 112 | 66.96 | | 1-Month | 81 | 113 | 71.68 | | 3-Month | 37 | 113 | 32.74 | | 6-Month | 59 | 112 | 52.68 | | 1-Year | 64 | 108 | 59.26 | | 3-Year | | 73 | N/A | | 5-Year | | 53 | N/A |
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