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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.86% | | 5-Year Average Return: | 4.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 5.38% | |
Worst 1-Yr Total Return (2008): | -3.56% | |
Best 3-Yr Total Return (2004-6): | 3.84% | |
Worst 3-Yr Total Return (2006-8): | 0.26% |
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| 1-Year: | 12.42% | | 3-Year: | 4.13% | | 5-Year: | 4.53% | | 10-Year: | 5.17% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFOBX | Category | Diff | Index* | Diff | | Year To Date | 16.86 | 14.19 | 2.67 | 6.24 | 10.62 | | 1-Month | 0.91 | 0.74 | 0.17 | 0.49 | 0.42 | | 3-Month | 6.14 | 5.11 | 1.03 | 2.60 | 3.54 | | 1-Year | 19.92 | 22.15 | -2.23 | 13.79 | 6.13 | | 3-Year | 4.96 | 6.75 | -1.79 | 6.35 | -1.39 | | 5-Year | 4.66 | 5.08 | -0.42 | 5.05 | -0.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.37 | 18.82 | -3.45 | 7.06 | 8.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.72 | 7.98 | 0.74 | 7.94 | 0.78 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.56 | -1.57 | -1.99 | | 2007 | | | 2.74 | 7.28 | -4.54 | | 2006 | | | 1.72 | 5.42 | -3.70 | | 2005 | | | 4.46 | -3.33 | 7.79 | | 2004 | | | 5.38 | 8.98 | -3.60 | | 2003 | | | 2.33 | 13.79 | -11.46 | | 2002 | | | 6.49 | 14.10 | -7.61 | | 2001 | | | 7.67 | 1.95 | 5.72 | | 2000 | | | 8.46 | 3.21 | 5.25 | | 1999 | | | 0.35 | -2.86 | 3.21 |
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| PAST QUARTERLY RETURNS (%) FOR
PFOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.30 | 6.53 | 8.39 | N/A | | 2008 | 2.34 | -2.92 | -3.03 | 0.10 | | 2007 | 0.39 | -1.93 | 2.36 | 1.94 | | 2006 | -0.68 | -0.10 | 2.38 | 0.13 | | 2005 | 1.15 | 2.52 | 0.19 | 0.55 | | 2004 | 1.70 | -0.60 | 1.46 | 2.74 | | 2003 | 1.81 | 1.15 | -0.59 | -0.04 | | 2002 | 0.04 | 2.00 | 1.79 | 2.52 | | 2001 | 3.15 | -0.71 | 3.69 | 1.39 | | 2000 | 1.76 | 1.35 | 1.77 | 3.34 | | 1999 | N/A | N/A | N/A | 1.23 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 89 | 272 | 32.72 | | 1-Month | 256 | 292 | 87.67 | | 3-Month | 203 | 287 | 70.73 | | 6-Month | 101 | 282 | 35.82 | | 1-Year | 154 | 260 | 59.23 | | 3-Year | 125 | 188 | 66.49 | | 5-Year | 95 | 163 | 58.28 |
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0.03% Nasdaq 
0.27%
Performance
