|
| Morningstar Return Rating: | Average | | Year to Date Return: | 17.59% | | 5-Year Average Return: | 5.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 6.17% | |
Worst 1-Yr Total Return (2008): | -2.83% | |
Best 3-Yr Total Return (2004-6): | 4.62% | |
Worst 3-Yr Total Return (2006-8): | 1.01% |
|
| 1-Year: | 12.41% | | 3-Year: | 4.19% | | 5-Year: | 4.59% | | 10-Year: | 5.55% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFOAX | Category | Diff | Index* | Diff | | Year To Date | 17.59 | 14.19 | 3.4 | 6.24 | 11.35 | | 1-Month | 0.98 | 0.74 | 0.24 | 0.49 | 0.49 | | 3-Month | 6.34 | 5.11 | 1.23 | 2.60 | 3.74 | | 1-Year | 20.81 | 22.15 | -1.34 | 13.79 | 7.02 | | 3-Year | 5.75 | 6.75 | -1 | 6.35 | -0.6 | | 5-Year | 5.44 | 5.08 | 0.36 | 5.05 | 0.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.87 | 18.82 | -2.95 | 7.06 | 8.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.53 | 7.98 | 1.55 | 7.94 | 1.59 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFOAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.83 | -1.57 | -1.26 | | 2007 | | | 3.51 | 7.28 | -3.77 | | 2006 | | | 2.48 | 5.42 | -2.94 | | 2005 | | | 5.25 | -3.33 | 8.58 | | 2004 | | | 6.17 | 8.98 | -2.81 | | 2003 | | | 3.10 | 13.79 | -10.69 | | 2002 | | | 7.21 | 14.10 | -6.89 | | 2001 | | | 8.47 | 1.95 | 6.52 | | 2000 | | | 9.35 | 3.21 | 6.14 | | 1999 | | | 1.11 | -2.86 | 3.97 |
|
| PAST QUARTERLY RETURNS (%) FOR
PFOAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.48 | 6.72 | 8.59 | N/A | | 2008 | 2.53 | -2.74 | -2.84 | 0.29 | | 2007 | 0.58 | -1.74 | 2.55 | 2.14 | | 2006 | -0.49 | 0.09 | 2.57 | 0.32 | | 2005 | 1.33 | 2.71 | 0.38 | 0.74 | | 2004 | 1.89 | -0.41 | 1.65 | 2.94 | | 2003 | 1.99 | 1.33 | -0.40 | 0.15 | | 2002 | 0.23 | 2.19 | 1.91 | 2.72 | | 2001 | 3.34 | -0.52 | 3.88 | 1.58 | | 2000 | 1.96 | 1.60 | 1.96 | 3.53 | | 1999 | N/A | N/A | N/A | 1.43 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 78 | 272 | 28.68 | | 1-Month | 248 | 292 | 84.93 | | 3-Month | 198 | 287 | 68.99 | | 6-Month | 90 | 282 | 31.91 | | 1-Year | 145 | 260 | 55.77 | | 3-Year | 113 | 188 | 60.11 | | 5-Year | 60 | 163 | 36.81 |
|
|
|
|
|
0.22% Nasdaq 
0.04 (0.38%) 
Performance
