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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.26% | | 5-Year Average Return: | 5.42% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.72% | |
Worst 1-Yr Total Return (2005): | 1.90% | |
Best 3-Yr Total Return (2006-8): | 4.52% | |
Worst 3-Yr Total Return (2004-6): | 3.59% |
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| 1-Year: | 4.95% | | 3-Year: | 4.82% | | 5-Year: | 4.10% | | 10-Year: | 5.37% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFXAX | Category | Diff | Index* | Diff | | Year To Date | 11.26 | 6.47 | 4.79 | 7.61 | 3.65 | | 1-Month | 0.96 | 1.23 | -0.27 | 1.29 | -0.33 | | 3-Month | 2.98 | 2.69 | 0.29 | 2.86 | 0.12 | | 1-Year | 13.41 | 9.04 | 4.37 | 11.63 | 1.78 | | 3-Year | 6.53 | 5.62 | 0.91 | 6.40 | 0.13 | | 5-Year | 5.42 | 4.68 | 0.74 | 5.49 | -0.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.48 | 4.86 | 2.62 | 7.06 | 0.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.59 | 7.38 | 2.21 | 7.94 | 1.65 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFXAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.19 | 4.76 | -1.57 | | 2007 | | | 5.72 | 6.09 | -0.37 | | 2006 | | | 4.66 | 3.47 | 1.19 | | 2005 | | | 1.90 | 1.91 | -0.01 | | 2004 | | | 4.21 | 3.01 | 1.20 | | 2003 | | | 2.74 | 1.90 | 0.84 | | 2002 | | | 6.77 | 9.23 | -2.46 | | 2001 | | | N/A | 6.81 | N/A | | 2000 | | | N/A | 10.86 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PFXAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.33 | 1.80 | 3.71 | N/A | | 2008 | 1.92 | -0.71 | 1.23 | 0.74 | | 2007 | 1.40 | -1.09 | 2.72 | 2.63 | | 2006 | -0.18 | -0.19 | 3.66 | 1.34 | | 2005 | -0.17 | 1.99 | -0.22 | 0.29 | | 2004 | 1.81 | -1.11 | 2.62 | 0.87 | | 2003 | 0.83 | 0.79 | 0.42 | 0.68 | | 2002 | 0.64 | 3.27 | 2.55 | 0.18 | | 2001 | N/A | 0.86 | 4.37 | 0.06 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 40 | 367 | 10.90 | | 1-Month | 220 | 374 | 58.82 | | 3-Month | 78 | 374 | 20.86 | | 6-Month | 63 | 374 | 16.84 | | 1-Year | 37 | 358 | 10.34 | | 3-Year | 86 | 345 | 24.93 | | 5-Year | 60 | 318 | 18.87 |
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