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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.53% | | 5-Year Average Return: | N/A | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.30% | |
Worst 1-Yr Total Return (2008): | -43.09% | |
Best 3-Yr Total Return (2005-7): | 11.05% | |
Worst 3-Yr Total Return (2006-8): | -9.76% |
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| 1-Year: | -8.90% | | 3-Year: | -5.49% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PEOBX | Category | Diff | Index* | Diff | | Year To Date | 24.53 | 30.74 | -6.21 | 24.07 | 0.46 | | 1-Month | 3.73 | 4.28 | -0.55 | 6.00 | -2.27 | | 3-Month | 4.73 | 5.45 | -0.72 | 7.91 | -3.18 | | 1-Year | 30.96 | 36.41 | -5.45 | 25.39 | 5.57 | | 3-Year | -8.45 | -6.04 | -2.41 | -5.79 | -2.66 | | 5-Year | N/A | 0.99 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.59 | 54.55 | -10.96 | 45.76 | -2.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.62 | -16.09 | -6.53 | -18.25 | -4.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.09 | -39.18 | -3.91 | | 2007 | | | 9.14 | 4.85 | 4.29 | | 2006 | | | 18.30 | 14.03 | 4.27 | | 2005 | | | 6.05 | 9.25 | -3.20 | | 2004 | | | N/A | 16.30 | N/A | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PEOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.64 | 18.24 | 14.12 | N/A | | 2008 | -13.86 | 3.43 | -15.19 | -24.67 | | 2007 | 8.29 | 6.83 | 0.91 | -6.50 | | 2006 | 7.91 | -2.22 | 1.22 | 10.76 | | 2005 | -2.44 | 3.10 | 5.24 | 0.18 | | 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 | 346 | 450 | 76.89 | | 1-Month | 167 | 479 | 34.86 | | 3-Month | 309 | 476 | 64.92 | | 6-Month | 429 | 472 | 90.89 | | 1-Year | 302 | 450 | 67.11 | | 3-Year | 222 | 367 | 60.49 | | 5-Year | 177 | 293 | 60.41 |
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