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| Morningstar Return Rating: | Low | | Year to Date Return: | 22.64% | | 5-Year Average Return: | -5.36% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 21.24% | |
Worst 1-Yr Total Return (2008): | -50.67% | |
Best 3-Yr Total Return (2005-7): | 5.63% | |
Worst 3-Yr Total Return (2006-8): | -17.09% |
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| 1-Year: | -14.94% | | 3-Year: | -10.40% | | 5-Year: | -6.24% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFBAX | Category | Diff | Index* | Diff | | Year To Date | 22.64 | 24.15 | -1.51 | 17.05 | 5.59 | | 1-Month | 0.15 | -2.25 | 2.4 | -1.86 | 2.01 | | 3-Month | 6.95 | 4.52 | 2.43 | 5.48 | 1.47 | | 1-Year | 9.02 | 15.35 | -6.33 | 9.80 | -0.78 | | 3-Year | -9.55 | -4.95 | -4.6 | -7.02 | -2.53 | | 5-Year | -5.36 | 0.99 | -6.35 | 0.33 | -5.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.93 | 42.81 | -7.88 | 45.76 | -10.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.19 | -17.14 | -10.05 | -18.25 | -8.94 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.67 | -40.67 | -10.00 | | 2007 | | | 21.24 | 13.35 | 7.89 | | 2006 | | | -4.70 | 7.05 | -11.75 | | 2005 | | | 2.00 | 6.71 | -4.71 | | 2004 | | | 3.85 | 7.81 | -3.96 | | 2003 | | | 23.41 | 28.66 | -5.25 | | 2002 | | | -26.65 | -27.64 | 0.99 | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PFBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.45 | 9.93 | 13.04 | N/A | | 2008 | -17.43 | 2.71 | -20.86 | -26.50 | | 2007 | 2.17 | 5.51 | 6.53 | 5.57 | | 2006 | 1.21 | -10.74 | 1.49 | 3.94 | | 2005 | -3.52 | 0.30 | 3.24 | 2.10 | | 2004 | 0.69 | -0.20 | -4.03 | 7.68 | | 2003 | -1.83 | 12.55 | 2.32 | 9.17 | | 2002 | -1.97 | -15.69 | -15.69 | 5.26 | | 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 | 774 | 1802 | 42.95 | | 1-Month | 18 | 1890 | 0.95 | | 3-Month | 56 | 1884 | 2.97 | | 6-Month | 1370 | 1827 | 74.99 | | 1-Year | 1044 | 1797 | 58.10 | | 3-Year | 1157 | 1518 | 76.22 | | 5-Year | 1055 | 1251 | 84.33 |
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0.50% Nasdaq 0.00%
Performance
