|
| Morningstar Return Rating: | | | Year to Date Return: | 28.39% | | 5-Year Average Return: | 6.04% | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFUPX | Category | Diff | Index* | Diff | | Year To Date | 28.39 | 16.41 | 11.98 | 7.61 | 20.78 | | 1-Month | 3.63 | 2.04 | 1.59 | 1.29 | 2.34 | | 3-Month | 9.58 | 5.59 | 3.99 | 2.86 | 6.72 | | 1-Year | 40.29 | 24.00 | 16.29 | 11.63 | 28.66 | | 3-Year | 9.97 | 6.78 | 3.19 | 6.40 | 3.57 | | 5-Year | 6.04 | 4.92 | 1.12 | 5.49 | 0.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.47 | 18.89 | 11.58 | 7.06 | 23.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.19 | 7.91 | 3.28 | 7.94 | 3.25 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFUPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -1.57 | N/A | | 2007 | | | N/A | 7.28 | N/A | | 2006 | | | N/A | 5.42 | N/A | | 2005 | | | N/A | -3.33 | N/A | | 2004 | | | N/A | 8.98 | N/A | | 2003 | | | N/A | 13.79 | N/A | | 2002 | | | N/A | 14.10 | N/A | | 2001 | | | N/A | 1.95 | N/A | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PFUPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.58 | 13.44 | 13.98 | N/A | | 2008 | N/A | N/A | -10.22 | 1.69 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 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 | 19 | 275 | 6.91 | | 1-Month | 231 | 300 | 77.00 | | 3-Month | 52 | 290 | 17.93 | | 6-Month | 11 | 286 | 3.85 | | 1-Year | 12 | 263 | 4.56 | | 3-Year | | 189 | N/A | | 5-Year | | 163 | N/A |
|
|
|
|
|