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| Morningstar Return Rating: | Average | | Year to Date Return: | 2.31% | | 5-Year Average Return: | 5.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 18.48% | |
Worst 1-Yr Total Return (2008): | -2.84% | |
Best 3-Yr Total Return (2007-9): | 6.02% | |
Worst 3-Yr Total Return (2006-8): | 1.01% |
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| 1-Year: | 14.04% | | 3-Year: | 4.68% | | 5-Year: | 4.35% | | 10-Year: | 5.58% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFOAX | Category | Diff | Index* | Diff | | Year To Date | 2.31 | 0.52 | 1.79 | 1.53 | 0.78 | | 1-Month | 2.31 | 0.52 | 1.79 | 1.53 | 0.78 | | 3-Month | 3.09 | 0.13 | 2.96 | 1.23 | 1.86 | | 1-Year | 19.50 | 16.37 | 3.13 | 8.51 | 10.99 | | 3-Year | 6.92 | 6.86 | 0.06 | 6.60 | 0.32 | | 5-Year | 5.48 | 4.46 | 1.02 | 5.16 | 0.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.87 | 18.51 | -2.64 | 7.06 | 8.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.53 | 8.15 | 1.38 | 7.94 | 1.59 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFOAX | Category | Diff | | 2009 | | | 18.48 | 13.12 | 5.36 | | 2008 | | | -2.84 | -1.57 | -1.27 | | 2007 | | | 3.51 | 7.28 | -3.77 | | 2006 | | | 2.48 | 5.42 | -2.94 | | 2005 | | | 5.24 | -3.33 | 8.57 | | 2004 | | | 6.17 | 8.98 | -2.81 | | 2003 | | | 3.09 | 13.79 | -10.70 | | 2002 | | | 7.21 | 14.10 | -6.89 | | 2001 | | | 8.47 | 1.95 | 6.52 | | 2000 | | | 9.35 | 3.21 | 6.14 |
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| PAST QUARTERLY RETURNS (%) FOR
PFOAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.48 | 6.72 | 8.59 | 1.75 | | 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 | 0.73 | | 2004 | 1.89 | -0.41 | 1.65 | 2.93 | | 2003 | 1.99 | 1.33 | -0.40 | 0.15 | | 2002 | 0.23 | 2.19 | 1.91 | 2.71 | | 2001 | 3.34 | -0.52 | 3.88 | 1.58 | | 2000 | 1.96 | 1.60 | 1.96 | 3.53 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 8 | 298 | 2.68 | | 1-Month | 8 | 298 | 2.68 | | 3-Month | 11 | 294 | 3.74 | | 6-Month | 14 | 284 | 4.93 | | 1-Year | 65 | 269 | 24.16 | | 3-Year | 67 | 186 | 36.02 | | 5-Year | 24 | 159 | 15.09 |
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1.52% Nasdaq 0.00%
Performance
