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| Morningstar Return Rating: | Below average | | Year to Date Return: | 9.35% | | 5-Year Average Return: | 3.40% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.69% | |
Worst 1-Yr Total Return (2008): | -2.03% | |
Best 3-Yr Total Return (2005-7): | 3.40% | |
Worst 3-Yr Total Return (2004-6): | 1.85% |
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| 1-Year: | 9.20% | | 3-Year: | 4.55% | | 5-Year: | 3.36% | | 10-Year: | 3.52% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PIICX | Category | Diff | Index* | Diff | | Year To Date | 9.35 | 13.54 | -4.19 | 6.24 | 3.11 | | 1-Month | 0.64 | 0.89 | -0.25 | 0.49 | 0.15 | | 3-Month | 2.41 | 4.14 | -1.73 | 2.60 | -0.19 | | 1-Year | 13.68 | 17.86 | -4.18 | 13.79 | -0.11 | | 3-Year | 4.62 | 4.54 | 0.08 | 6.35 | -1.73 | | 5-Year | 3.40 | 3.85 | -0.45 | 5.05 | -1.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.77 | 13.81 | -5.04 | 7.06 | 1.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.27 | 6.49 | -1.22 | 7.94 | -2.67 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PIICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.03 | -4.70 | 2.67 | | 2007 | | | 6.69 | 4.70 | 1.99 | | 2006 | | | 3.06 | 4.15 | -1.09 | | 2005 | | | 0.55 | 1.80 | -1.25 | | 2004 | | | 1.95 | 3.91 | -1.96 | | 2003 | | | 3.21 | 5.10 | -1.89 | | 2002 | | | -0.74 | 8.04 | -8.78 | | 2001 | | | 6.57 | 7.64 | -1.07 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PIICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.64 | 3.16 | 3.63 | N/A | | 2008 | 2.20 | -1.45 | -3.87 | 1.19 | | 2007 | 1.33 | -0.13 | 2.78 | 2.58 | | 2006 | -0.16 | 0.04 | 2.53 | 0.63 | | 2005 | -0.96 | 1.88 | -0.60 | 0.26 | | 2004 | 1.97 | -2.50 | 2.31 | 0.23 | | 2003 | 1.30 | 2.43 | -0.27 | -0.26 | | 2002 | -0.01 | -2.07 | -0.88 | 2.27 | | 2001 | 2.99 | 0.74 | 2.60 | 0.12 | | 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 | 830 | 1122 | 73.98 | | 1-Month | 1001 | 1164 | 86.00 | | 3-Month | 1107 | 1154 | 95.93 | | 6-Month | 951 | 1133 | 83.94 | | 1-Year | 735 | 1113 | 66.04 | | 3-Year | 494 | 957 | 51.62 | | 5-Year | 505 | 845 | 59.76 |
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