|
| Morningstar Return Rating: | Low | | Year to Date Return: | 29.37% | | 5-Year Average Return: | 2.33% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.27% | |
Worst 1-Yr Total Return (2008): | -24.90% | |
Best 3-Yr Total Return (2006-8): | -6.55% | |
Worst 3-Yr Total Return (2006-8): | -6.55% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFTAX | Category | Diff | Index* | Diff | | Year To Date | 29.37 | 26.40 | 2.97 | 7.61 | 21.76 | | 1-Month | -0.05 | 1.05 | -1.1 | 1.29 | -1.34 | | 3-Month | 5.45 | 5.48 | -0.03 | 2.86 | 2.59 | | 1-Year | 29.48 | 32.78 | -3.3 | 11.63 | 17.85 | | 3-Year | -0.37 | 3.95 | -4.32 | 6.40 | -6.77 | | 5-Year | 2.33 | 4.79 | -2.46 | 5.49 | -3.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.64 | 23.40 | 3.24 | 7.06 | 19.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.22 | 3.93 | -6.15 | 7.94 | -10.16 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFTAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.90 | -15.41 | -9.49 | | 2007 | | | 0.36 | 4.45 | -4.09 | | 2006 | | | 8.27 | 6.90 | 1.37 | | 2005 | | | N/A | 2.12 | N/A | | 2004 | | | N/A | 8.38 | N/A | | 2003 | | | N/A | 16.18 | N/A | | 2002 | | | N/A | 6.76 | N/A | | 2001 | | | N/A | 4.22 | N/A | | 2000 | | | N/A | 1.73 | N/A | | 1999 | | | N/A | 2.89 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PFTAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.63 | 13.50 | 10.24 | N/A | | 2008 | -6.59 | 1.68 | -6.51 | -15.43 | | 2007 | 1.33 | 1.15 | -0.67 | -1.42 | | 2006 | 1.38 | 1.01 | 2.42 | 3.22 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 52 | 252 | 20.63 | | 1-Month | 14 | 280 | 5.00 | | 3-Month | 34 | 267 | 12.73 | | 6-Month | 156 | 266 | 58.65 | | 1-Year | 71 | 236 | 30.08 | | 3-Year | 128 | 170 | 75.29 | | 5-Year | | 141 | N/A |
|
|
|
|
|