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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.99% | | 5-Year Average Return: | 4.56% | | 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: | 14.92% | | 3-Year: | 4.74% | | 5-Year: | 4.61% | | 10-Year: | 5.16% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFOCX | Category | Diff | Index* | Diff | | Year To Date | 17.99 | 16.41 | 1.58 | 7.61 | 10.38 | | 1-Month | 0.97 | 2.04 | -1.07 | 1.29 | -0.32 | | 3-Month | 3.95 | 5.59 | -1.64 | 2.86 | 1.09 | | 1-Year | 21.89 | 24.00 | -2.11 | 11.63 | 10.26 | | 3-Year | 5.07 | 6.78 | -1.71 | 6.40 | -1.33 | | 5-Year | 4.56 | 4.92 | -0.36 | 5.49 | -0.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.37 | 18.89 | -3.52 | 7.06 | 8.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.71 | 7.91 | 0.8 | 7.94 | 0.77 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFOCX | 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 | | | 2.32 | 13.79 | -11.47 | | 2002 | | | 6.45 | 14.10 | -7.65 | | 2001 | | | 7.67 | 1.95 | 5.72 | | 2000 | | | 8.48 | 3.21 | 5.27 | | 1999 | | | 0.35 | -2.86 | 3.21 |
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| PAST QUARTERLY RETURNS (%) FOR
PFOCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.30 | 6.53 | 8.39 | N/A | | 2008 | 2.34 | -2.92 | -3.03 | 0.10 | | 2007 | 0.40 | -1.93 | 2.36 | 1.94 | | 2006 | -0.68 | -0.10 | 2.38 | 0.13 | | 2005 | 1.15 | 2.52 | 0.19 | 0.54 | | 2004 | 1.70 | -0.60 | 1.46 | 2.74 | | 2003 | 1.81 | 1.14 | -0.59 | -0.04 | | 2002 | 0.04 | 2.00 | 1.76 | 2.52 | | 2001 | 3.15 | -0.71 | 3.69 | 1.39 | | 2000 | 1.76 | 1.37 | 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 | 85 | 275 | 30.91 | | 1-Month | 51 | 300 | 17.00 | | 3-Month | 55 | 290 | 18.97 | | 6-Month | 108 | 286 | 37.76 | | 1-Year | 61 | 263 | 23.19 | | 3-Year | 127 | 189 | 67.20 | | 5-Year | 68 | 163 | 41.72 |
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