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| Morningstar Return Rating: | | | Year to Date Return: | 1.77% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2008): | 7.73% | |
Worst 1-Yr Total Return (2009): | -18.20% | |
Best 3-Yr Total Return (2006-8): | 1.44% | |
Worst 3-Yr Total Return (2007-9): | -4.36% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PHBRX | Category | Diff | Index* | Diff | | Year To Date | 1.77 | 4.92 | -3.15 | 0.02 | 1.75 | | 1-Month | 1.77 | 4.92 | -3.15 | 0.02 | 1.75 | | 3-Month | -5.47 | -6.43 | 0.96 | 0.07 | -5.54 | | 1-Year | -19.22 | -37.50 | 18.28 | 0.85 | -20.07 | | 3-Year | -3.66 | -8.30 | 4.64 | 3.31 | -6.97 | | 5-Year | N/A | -6.94 | N/A | 3.69 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | -15.98 | -41.32 | 25.34 | 0.68 | -16.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.48 | -16.58 | 13.1 | 2.21 | -5.69 |
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| | * Index means [
ML USD LIBOR 3 Mon CM
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PHBRX | Category | Diff | | 2009 | | | -18.20 | -33.88 | 15.68 | | 2008 | | | 7.73 | 29.95 | -22.22 | | 2007 | | | -0.73 | -6.03 | 5.30 | | 2006 | | | -2.40 | -8.88 | 6.48 | | 2005 | | | N/A | -4.41 | N/A | | 2004 | | | N/A | -14.16 | N/A | | 2003 | | | N/A | -30.33 | N/A | | 2002 | | | N/A | 28.87 | N/A | | 2001 | | | N/A | 11.90 | N/A | | 2000 | | | N/A | 10.68 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PHBRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.48 | -9.20 | -8.63 | -7.39 | | 2008 | 3.81 | -0.55 | 0.80 | 3.53 | | 2007 | -1.05 | 1.65 | -2.09 | 0.81 | | 2006 | -1.63 | 0.26 | 0.72 | -1.74 | | 2005 | N/A | N/A | N/A | -1.65 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 82 | 107 | 76.64 | | 1-Month | 82 | 107 | 76.64 | | 3-Month | 77 | 107 | 71.96 | | 6-Month | 31 | 107 | 28.97 | | 1-Year | 17 | 107 | 15.89 | | 3-Year | 29 | 95 | 30.53 | | 5-Year | | 67 | N/A |
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