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| Morningstar Return Rating: | Average | | Year to Date Return: | 30.32% | | 5-Year Average Return: | 8.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.79% | |
Worst 1-Yr Total Return (2008): | -14.34% | |
Best 3-Yr Total Return (2004-6): | 10.80% | |
Worst 3-Yr Total Return (2006-8): | -0.49% |
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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 | PEMDX | Category | Diff | Index* | Diff | | Year To Date | 30.32 | 32.12 | -1.8 | 7.61 | 22.71 | | 1-Month | 1.88 | 1.44 | 0.44 | 1.29 | 0.59 | | 3-Month | 6.95 | 6.67 | 0.28 | 2.86 | 4.09 | | 1-Year | 39.75 | 41.79 | -2.04 | 11.63 | 28.12 | | 3-Year | 5.80 | 5.50 | 0.3 | 6.40 | -0.6 | | 5-Year | 8.03 | 7.74 | 0.29 | 5.49 | 2.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.53 | 33.40 | -3.87 | 7.06 | 22.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.88 | 2.19 | 1.69 | 7.94 | -4.06 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEMDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.34 | -17.64 | 3.30 | | 2007 | | | 5.20 | 5.36 | -0.16 | | 2006 | | | 9.34 | 10.99 | -1.65 | | 2005 | | | 11.28 | 11.50 | -0.22 | | 2004 | | | 11.79 | 12.31 | -0.52 | | 2003 | | | 32.02 | 30.83 | 1.19 | | 2002 | | | 12.40 | 12.69 | -0.29 | | 2001 | | | 27.77 | 12.83 | 14.94 | | 2000 | | | N/A | 12.68 | N/A | | 1999 | | | N/A | 29.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PEMDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.99 | 11.39 | 10.85 | N/A | | 2008 | 1.43 | -1.63 | -7.20 | -7.48 | | 2007 | 2.03 | -0.69 | 2.49 | 1.30 | | 2006 | 1.12 | -2.04 | 6.20 | 3.93 | | 2005 | -1.52 | 6.85 | 3.85 | 1.83 | | 2004 | 3.13 | -6.32 | 9.50 | 5.67 | | 2003 | 10.37 | 10.34 | 2.60 | 5.67 | | 2002 | 7.26 | -6.97 | -3.64 | 16.91 | | 2001 | 4.66 | 5.90 | 2.03 | 12.98 | | 2000 | N/A | -0.20 | 4.53 | 2.25 | | 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 | 53 | 112 | 47.32 | | 1-Month | 23 | 113 | 20.35 | | 3-Month | 33 | 113 | 29.20 | | 6-Month | 73 | 112 | 65.18 | | 1-Year | 49 | 108 | 45.37 | | 3-Year | 28 | 73 | 38.36 | | 5-Year | 26 | 53 | 49.06 |
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0.51% Nasdaq 
0.01 (0.10%) 
Performance
