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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.50% | | 5-Year Average Return: | 5.19% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.82% | |
Worst 1-Yr Total Return (2005): | 2.00% | |
Best 3-Yr Total Return (2006-8): | 4.84% | |
Worst 3-Yr Total Return (2004-6): | 3.38% |
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| 1-Year: | 8.29% | | 3-Year: | 5.41% | | 5-Year: | 4.41% | | 10-Year: | 5.87% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PGBOX | Category | Diff | Index* | Diff | | Year To Date | 9.50 | 13.54 | -4.04 | 6.24 | 3.26 | | 1-Month | 0.74 | 0.89 | -0.15 | 0.49 | 0.25 | | 3-Month | 3.12 | 4.14 | -1.02 | 2.60 | 0.52 | | 1-Year | 15.17 | 17.86 | -2.69 | 13.79 | 1.38 | | 3-Year | 6.83 | 4.54 | 2.29 | 6.35 | 0.48 | | 5-Year | 5.19 | 3.85 | 1.34 | 5.05 | 0.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.59 | 13.81 | -5.22 | 7.06 | 1.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.25 | 6.49 | 3.76 | 7.94 | 2.31 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PGBOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.79 | -4.70 | 8.49 | | 2007 | | | 6.82 | 4.70 | 2.12 | | 2006 | | | 3.94 | 4.15 | -0.21 | | 2005 | | | 2.00 | 1.80 | 0.20 | | 2004 | | | 4.23 | 3.91 | 0.32 | | 2003 | | | 3.76 | 5.10 | -1.34 | | 2002 | | | 9.85 | 8.04 | 1.81 | | 2001 | | | 8.79 | 7.64 | 1.15 | | 2000 | | | 11.83 | 9.44 | 2.39 | | 1999 | | | -1.11 | -1.35 | 0.24 |
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| PAST QUARTERLY RETURNS (%) FOR
PGBOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.21 | 2.49 | 3.76 | N/A | | 2008 | 2.18 | -0.77 | -1.11 | 3.51 | | 2007 | 1.68 | -0.67 | 2.96 | 2.73 | | 2006 | -0.60 | -0.04 | 3.59 | 0.98 | | 2005 | -0.88 | 3.18 | -0.76 | 0.50 | | 2004 | 2.79 | -2.38 | 2.95 | 0.90 | | 2003 | 1.26 | 1.95 | 0.28 | 0.22 | | 2002 | 0.16 | 3.69 | 4.28 | 1.43 | | 2001 | 2.99 | 0.56 | 5.05 | -0.01 | | 2000 | 2.35 | 1.42 | 2.84 | 4.76 | | 1999 | N/A | N/A | N/A | -0.44 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 807 | 1122 | 71.93 | | 1-Month | 861 | 1164 | 73.97 | | 3-Month | 865 | 1154 | 74.96 | | 6-Month | 883 | 1133 | 77.93 | | 1-Year | 604 | 1113 | 54.27 | | 3-Year | 117 | 957 | 12.23 | | 5-Year | 107 | 845 | 12.66 |
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