|
| Morningstar Return Rating: | Average | | Year to Date Return: | 19.28% | | 5-Year Average Return: | 5.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 6.65% | |
Worst 1-Yr Total Return (2008): | -2.40% | |
Best 3-Yr Total Return (2004-6): | 5.09% | |
Worst 3-Yr Total Return (2006-8): | 1.47% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFORX | Category | Diff | Index* | Diff | | Year To Date | 19.28 | 16.41 | 2.87 | 7.61 | 11.67 | | 1-Month | 1.06 | 2.04 | -0.98 | 1.29 | -0.23 | | 3-Month | 4.26 | 5.59 | -1.33 | 2.86 | 1.4 | | 1-Year | 23.34 | 24.00 | -0.66 | 11.63 | 11.71 | | 3-Year | 6.33 | 6.78 | -0.45 | 6.40 | -0.07 | | 5-Year | 5.81 | 4.92 | 0.89 | 5.49 | 0.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.16 | 18.89 | -2.73 | 7.06 | 9.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.01 | 7.91 | 2.1 | 7.94 | 2.07 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFORX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.40 | -1.57 | -0.83 | | 2007 | | | 3.97 | 7.28 | -3.31 | | 2006 | | | 2.94 | 5.42 | -2.48 | | 2005 | | | 5.72 | -3.33 | 9.05 | | 2004 | | | 6.65 | 8.98 | -2.33 | | 2003 | | | 3.56 | 13.79 | -10.23 | | 2002 | | | 7.67 | 14.10 | -6.43 | | 2001 | | | 8.96 | 1.95 | 7.01 | | 2000 | | | 9.86 | 3.21 | 6.65 | | 1999 | | | 1.57 | -2.86 | 4.43 |
|
| PAST QUARTERLY RETURNS (%) FOR
PFORX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.59 | 6.84 | 8.71 | N/A | | 2008 | 2.64 | -2.63 | -2.73 | 0.40 | | 2007 | 0.69 | -1.63 | 2.66 | 2.25 | | 2006 | -0.38 | 0.20 | 2.68 | 0.43 | | 2005 | 1.44 | 2.83 | 0.50 | 0.85 | | 2004 | 2.00 | -0.30 | 1.76 | 3.05 | | 2003 | 2.11 | 1.45 | -0.29 | 0.27 | | 2002 | 0.33 | 2.30 | 2.01 | 2.83 | | 2001 | 3.45 | -0.41 | 4.00 | 1.70 | | 2000 | 2.08 | 1.73 | 2.07 | 3.64 | | 1999 | N/A | N/A | N/A | 1.54 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 60 | 275 | 21.82 | | 1-Month | 33 | 300 | 11.00 | | 3-Month | 43 | 290 | 14.83 | | 6-Month | 71 | 286 | 24.83 | | 1-Year | 43 | 263 | 16.35 | | 3-Year | 92 | 189 | 48.68 | | 5-Year | 16 | 163 | 9.82 |
|
|
|
|
|
0.06% Nasdaq 
0.03 (0.30%) 
Performance
