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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.82% | | 5-Year Average Return: | 4.62% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.19% | |
Worst 1-Yr Total Return (2005): | 1.35% | |
Best 3-Yr Total Return (2006-8): | 3.99% | |
Worst 3-Yr Total Return (2004-6): | 3.04% |
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| 1-Year: | 8.59% | | 3-Year: | 5.90% | | 5-Year: | 4.54% | | 10-Year: | 5.32% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PFXCX | Category | Diff | Index* | Diff | | Year To Date | 9.82 | 5.18 | 4.64 | 6.24 | 3.58 | | 1-Month | 1.05 | 0.57 | 0.48 | 0.49 | 0.56 | | 3-Month | 3.38 | 2.42 | 0.96 | 2.60 | 0.78 | | 1-Year | 13.30 | 10.54 | 2.76 | 13.79 | -0.49 | | 3-Year | 6.05 | 5.52 | 0.53 | 6.35 | -0.3 | | 5-Year | 4.62 | 4.28 | 0.34 | 5.05 | -0.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.16 | 4.85 | 2.31 | 7.06 | 0.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.12 | 7.28 | 1.84 | 7.94 | 1.18 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PFXCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.66 | 4.76 | -2.10 | | 2007 | | | 5.19 | 6.09 | -0.90 | | 2006 | | | 4.13 | 3.47 | 0.66 | | 2005 | | | 1.35 | 1.91 | -0.56 | | 2004 | | | 3.65 | 3.01 | 0.64 | | 2003 | | | 2.26 | 1.90 | 0.36 | | 2002 | | | 6.22 | 9.23 | -3.01 | | 2001 | | | 8.80 | 6.81 | 1.99 | | 2000 | | | N/A | 10.86 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PFXCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.20 | 1.67 | 3.57 | N/A | | 2008 | 1.79 | -0.84 | 1.10 | 0.61 | | 2007 | 1.19 | -1.14 | 2.59 | 2.49 | | 2006 | -0.30 | -0.32 | 3.53 | 1.21 | | 2005 | -0.37 | 1.93 | -0.35 | 0.16 | | 2004 | 1.67 | -1.32 | 2.48 | 0.81 | | 2003 | 0.78 | 0.65 | 0.28 | 0.54 | | 2002 | 0.59 | 3.06 | 2.50 | -0.03 | | 2001 | 3.72 | 0.79 | 4.24 | -0.15 | | 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 | 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 |
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