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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.95% | | 5-Year Average Return: | -0.84% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.67% | |
Worst 1-Yr Total Return (2008): | -45.10% | |
Best 3-Yr Total Return (2005-7): | 11.65% | |
Worst 3-Yr Total Return (2006-8): | -11.93% |
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| 1-Year: | -16.47% | | 3-Year: | -7.06% | | 5-Year: | 0.49% | | 10-Year: | 3.18% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFMBX | Category | Diff | Index* | Diff | | Year To Date | 12.95 | 25.80 | -12.85 | 17.05 | -4.1 | | 1-Month | -5.71 | -4.37 | -1.34 | -1.86 | -3.85 | | 3-Month | 1.88 | 4.09 | -2.21 | 5.48 | -3.6 | | 1-Year | 4.83 | 16.23 | -11.4 | 9.80 | -4.97 | | 3-Year | -8.72 | -5.36 | -3.36 | -7.02 | -1.7 | | 5-Year | -0.84 | 1.68 | -2.52 | 0.33 | -1.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.05 | 47.87 | -13.82 | 45.76 | -11.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.02 | -19.87 | -10.15 | -18.25 | -11.77 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.10 | -43.77 | -1.33 | | 2007 | | | 20.67 | 15.09 | 5.58 | | 2006 | | | 3.13 | 9.00 | -5.87 | | 2005 | | | 11.83 | 9.84 | 1.99 | | 2004 | | | 17.43 | 13.23 | 4.20 | | 2003 | | | 29.48 | 35.96 | -6.48 | | 2002 | | | -20.89 | -27.24 | 6.35 | | 2001 | | | -20.27 | -19.98 | -0.29 | | 2000 | | | 26.94 | -4.78 | 31.72 | | 1999 | | | 11.68 | 60.49 | -48.81 |
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| PAST QUARTERLY RETURNS (%) FOR
PFMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.13 | 9.10 | 15.74 | N/A | | 2008 | -13.07 | 8.08 | -20.39 | -26.60 | | 2007 | 5.96 | 7.45 | 4.47 | 1.45 | | 2006 | 7.08 | -3.53 | -3.66 | 3.63 | | 2005 | -0.22 | 3.52 | 7.88 | 0.36 | | 2004 | 6.08 | 0.10 | -2.79 | 13.77 | | 2003 | -2.33 | 15.27 | 3.71 | 10.90 | | 2002 | 0.43 | -8.24 | -13.74 | -0.48 | | 2001 | -12.29 | -0.69 | -14.36 | 6.88 | | 2000 | 23.40 | -4.32 | 7.63 | -0.11 | | 1999 | N/A | N/A | N/A | 22.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 754 | 848 | 88.92 | | 1-Month | 504 | 901 | 55.94 | | 3-Month | 691 | 898 | 76.95 | | 6-Month | 789 | 868 | 90.90 | | 1-Year | 614 | 847 | 72.49 | | 3-Year | 499 | 749 | 66.62 | | 5-Year | 424 | 636 | 66.67 |
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0.15% Nasdaq 
0.51%
Performance
