|
| Morningstar Return Rating: | Low | | Year to Date Return: | 29.15% | | 5-Year Average Return: | 2.30% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.60% | |
Worst 1-Yr Total Return (2008): | -25.01% | |
Best 3-Yr Total Return (2005-7): | 4.54% | |
Worst 3-Yr Total Return (2006-8): | -6.55% |
|
| 1-Year: | 4.93% | | 3-Year: | -1.28% | | 5-Year: | 1.77% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFIAX | Category | Diff | Index* | Diff | | Year To Date | 29.15 | 26.40 | 2.75 | 7.61 | 21.54 | | 1-Month | -0.06 | 1.05 | -1.11 | 1.29 | -1.35 | | 3-Month | 5.41 | 5.48 | -0.07 | 2.86 | 2.55 | | 1-Year | 29.24 | 32.78 | -3.54 | 11.63 | 17.61 | | 3-Year | -0.54 | 3.95 | -4.49 | 6.40 | -6.94 | | 5-Year | 2.30 | 4.79 | -2.49 | 5.49 | -3.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.49 | 23.40 | 3.09 | 7.06 | 19.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.41 | 3.93 | -6.34 | 7.94 | -10.35 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.01 | -15.41 | -9.60 | | 2007 | | | 0.19 | 4.45 | -4.26 | | 2006 | | | 8.60 | 6.90 | 1.70 | | 2005 | | | 4.98 | 2.12 | 2.86 | | 2004 | | | N/A | 8.38 | N/A | | 2003 | | | N/A | 16.18 | N/A | | 2002 | | | N/A | 6.76 | N/A | | 2001 | | | N/A | 4.22 | N/A | | 2000 | | | N/A | 1.73 | N/A | | 1999 | | | N/A | 2.89 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PFIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.58 | 13.44 | 10.19 | N/A | | 2008 | -6.63 | 1.65 | -6.54 | -15.46 | | 2007 | 1.29 | 1.11 | -0.68 | -1.50 | | 2006 | 1.82 | 0.97 | 2.38 | 3.18 | | 2005 | -0.09 | 1.93 | 2.00 | 1.07 | | 2004 | N/A | N/A | N/A | 2.69 | | 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 | 55 | 252 | 21.83 | | 1-Month | 16 | 280 | 5.71 | | 3-Month | 37 | 267 | 13.86 | | 6-Month | 159 | 266 | 59.77 | | 1-Year | 74 | 236 | 31.36 | | 3-Year | 130 | 170 | 76.47 | | 5-Year | 106 | 141 | 75.18 |
|
|
|
|
|
0.51% Nasdaq 
Performance
