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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.60% | | 5-Year Average Return: | -0.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.55% | |
Worst 1-Yr Total Return (2008): | -44.65% | |
Best 3-Yr Total Return (2005-7): | 12.49% | |
Worst 3-Yr Total Return (2006-8): | -11.25% |
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| 1-Year: | -16.30% | | 3-Year: | -7.36% | | 5-Year: | 0.43% | | 10-Year: | 3.37% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFMAX | Category | Diff | Index* | Diff | | Year To Date | 13.60 | 25.80 | -12.2 | 17.05 | -3.45 | | 1-Month | -5.65 | -4.37 | -1.28 | -1.86 | -3.79 | | 3-Month | 2.10 | 4.09 | -1.99 | 5.48 | -3.38 | | 1-Year | 5.64 | 16.23 | -10.59 | 9.80 | -4.16 | | 3-Year | -8.04 | -5.36 | -2.68 | -7.02 | -1.02 | | 5-Year | -0.09 | 1.68 | -1.77 | 0.33 | -0.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.58 | 47.87 | -13.29 | 45.76 | -11.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.50 | -19.87 | -9.63 | -18.25 | -11.25 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.65 | -43.77 | -0.88 | | 2007 | | | 21.55 | 15.09 | 6.46 | | 2006 | | | 3.91 | 9.00 | -5.09 | | 2005 | | | 12.72 | 9.84 | 2.88 | | 2004 | | | 18.25 | 13.23 | 5.02 | | 2003 | | | 30.56 | 35.96 | -5.40 | | 2002 | | | -20.33 | -27.24 | 6.91 | | 2001 | | | -19.68 | -19.98 | 0.30 | | 2000 | | | 27.94 | -4.78 | 32.72 | | 1999 | | | 12.54 | 60.49 | -47.95 |
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| PAST QUARTERLY RETURNS (%) FOR
PFMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.00 | 9.26 | 15.99 | N/A | | 2008 | -12.92 | 8.31 | -20.23 | -26.43 | | 2007 | 6.13 | 7.67 | 4.69 | 1.60 | | 2006 | 7.30 | -3.36 | -3.52 | 3.87 | | 2005 | 0.00 | 3.73 | 8.05 | 0.57 | | 2004 | 6.22 | 0.33 | -2.63 | 13.96 | | 2003 | -2.09 | 15.51 | 3.88 | 11.14 | | 2002 | 0.57 | -8.09 | -13.54 | -0.33 | | 2001 | -12.14 | -0.52 | -14.18 | 7.08 | | 2000 | 23.65 | -4.14 | 7.82 | 0.11 | | 1999 | N/A | N/A | N/A | 22.92 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 737 | 848 | 86.91 | | 1-Month | 495 | 901 | 54.94 | | 3-Month | 655 | 898 | 72.94 | | 6-Month | 772 | 868 | 88.94 | | 1-Year | 604 | 847 | 71.31 | | 3-Year | 469 | 749 | 62.62 | | 5-Year | 389 | 636 | 61.16 |
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0.21% Nasdaq 
0.13 (0.71%) 
Performance
