|
| Morningstar Return Rating: | Average | | Year to Date Return: | 9.57% | | 5-Year Average Return: | 4.36% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 4.91% | |
Worst 1-Yr Total Return (2005): | 1.12% | |
Best 3-Yr Total Return (2006-8): | 3.73% | |
Worst 3-Yr Total Return (2004-6): | 2.82% |
|
| 1-Year: | 4.13% | | 3-Year: | 4.73% | | 5-Year: | 3.94% | | 10-Year: | 5.06% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFXBX | Category | Diff | Index* | Diff | | Year To Date | 9.57 | 5.18 | 4.39 | 6.24 | 3.33 | | 1-Month | 0.94 | 0.57 | 0.37 | 0.49 | 0.45 | | 3-Month | 3.31 | 2.42 | 0.89 | 2.60 | 0.71 | | 1-Year | 12.99 | 10.54 | 2.45 | 13.79 | -0.8 | | 3-Year | 5.77 | 5.52 | 0.25 | 6.35 | -0.58 | | 5-Year | 4.36 | 4.28 | 0.08 | 5.05 | -0.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.08 | 4.85 | 2.23 | 7.06 | 0.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.83 | 7.28 | 1.55 | 7.94 | 0.89 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFXBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.34 | 4.76 | -2.42 | | 2007 | | | 4.91 | 6.09 | -1.18 | | 2006 | | | 3.95 | 3.47 | 0.48 | | 2005 | | | 1.12 | 1.91 | -0.79 | | 2004 | | | 3.41 | 3.01 | 0.40 | | 2003 | | | 2.03 | 1.90 | 0.13 | | 2002 | | | 5.93 | 9.23 | -3.30 | | 2001 | | | 8.46 | 6.81 | 1.65 | | 2000 | | | N/A | 10.86 | N/A | | 1999 | | | N/A | -1.35 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PFXBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.12 | 1.60 | 3.59 | N/A | | 2008 | 1.72 | -0.96 | 1.04 | 0.54 | | 2007 | 1.12 | -1.28 | 2.53 | 2.49 | | 2006 | -0.37 | -0.38 | 3.55 | 1.14 | | 2005 | -0.36 | 1.80 | -0.41 | 0.10 | | 2004 | 1.62 | -1.30 | 2.42 | 0.67 | | 2003 | 0.72 | 0.59 | 0.22 | 0.48 | | 2002 | 0.52 | 3.07 | 2.35 | -0.10 | | 2001 | 3.66 | 0.67 | 4.18 | -0.22 | | 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 | 0 | 367 | 0.00 | | 1-Month | 0 | 374 | 0.00 | | 3-Month | 0 | 374 | 0.00 | | 6-Month | 67 | 373 | 17.96 | | 1-Year | | 357 | N/A | | 3-Year | | 345 | N/A | | 5-Year | | 318 | N/A |
|
|
|
|
|
0.22% Nasdaq 
0.02 (0.15%) 
Performance
