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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.09% | | 5-Year Average Return: | 0.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.03% | |
Worst 1-Yr Total Return (2008): | -38.09% | |
Best 3-Yr Total Return (2004-6): | 11.31% | |
Worst 3-Yr Total Return (2006-8): | -8.91% |
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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 | PILBX | Category | Diff | Index* | Diff | | Year To Date | 20.09 | 25.10 | -5.01 | 24.07 | -3.98 | | 1-Month | 5.67 | 5.28 | 0.39 | 6.00 | -0.33 | | 3-Month | 6.38 | 7.01 | -0.63 | 7.91 | -1.53 | | 1-Year | 21.66 | 28.01 | -6.35 | 25.39 | -3.73 | | 3-Year | -6.86 | -5.87 | -0.99 | -5.79 | -1.07 | | 5-Year | 0.12 | 0.64 | -0.52 | 0.71 | -0.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.79 | 46.08 | -6.29 | 45.76 | -5.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.83 | -17.41 | -2.42 | -18.25 | -1.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PILBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.09 | -37.79 | -0.30 | | 2007 | | | 7.06 | 6.16 | 0.90 | | 2006 | | | 14.03 | 14.17 | -0.14 | | 2005 | | | 7.16 | 5.88 | 1.28 | | 2004 | | | 12.84 | 10.02 | 2.82 | | 2003 | | | 28.32 | 27.05 | 1.27 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PILBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.26 | 13.63 | 14.35 | N/A | | 2008 | -10.58 | -1.55 | -10.07 | -21.80 | | 2007 | 1.06 | 5.43 | 2.57 | -2.03 | | 2006 | 4.26 | -2.11 | 5.38 | 6.03 | | 2005 | -0.86 | 1.38 | 4.72 | 1.81 | | 2004 | 2.09 | 1.34 | -0.62 | 9.76 | | 2003 | -3.30 | 14.99 | 3.06 | 11.97 | | 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 | | 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 | 1616 | 2021 | 79.96 | | 1-Month | 1521 | 2113 | 71.98 | | 3-Month | 1317 | 2091 | 62.98 | | 6-Month | 1486 | 2064 | 72.00 | | 1-Year | 1416 | 2011 | 70.41 | | 3-Year | 1077 | 1707 | 63.09 | | 5-Year | 779 | 1360 | 57.28 |
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0.20% Nasdaq 
Performance
