|
| Morningstar Return Rating: | High | | Year to Date Return: | 22.11% | | 5-Year Average Return: | 6.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.81% | |
Worst 1-Yr Total Return (2008): | -4.62% | |
Best 3-Yr Total Return (2005-7): | 4.43% | |
Worst 3-Yr Total Return (2006-8): | 2.09% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PIOIX | Category | Diff | Index* | Diff | | Year To Date | 22.11 | 14.86 | 7.25 | 7.61 | 14.5 | | 1-Month | 1.39 | 1.13 | 0.26 | 1.29 | 0.1 | | 3-Month | 4.59 | 3.76 | 0.83 | 2.86 | 1.73 | | 1-Year | 26.76 | 18.84 | 7.92 | 11.63 | 15.13 | | 3-Year | 6.94 | 4.58 | 2.36 | 6.40 | 0.54 | | 5-Year | 6.05 | 4.20 | 1.85 | 5.49 | 0.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.36 | 13.91 | 5.45 | 7.06 | 12.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.17 | 6.57 | 4.6 | 7.94 | 3.23 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PIOIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.62 | -4.70 | 0.08 | | 2007 | | | 5.81 | 4.70 | 1.11 | | 2006 | | | 5.42 | 4.15 | 1.27 | | 2005 | | | 2.09 | 1.80 | 0.29 | | 2004 | | | 5.49 | 3.91 | 1.58 | | 2003 | | | 9.35 | 5.10 | 4.25 | | 2002 | | | 8.65 | 8.04 | 0.61 | | 2001 | | | 8.42 | 7.64 | 0.78 | | 2000 | | | 9.61 | 9.44 | 0.17 | | 1999 | | | 0.48 | -1.35 | 1.83 |
|
| PAST QUARTERLY RETURNS (%) FOR
PIOIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.61 | 10.34 | 7.45 | N/A | | 2008 | 1.18 | -0.89 | -4.64 | -0.26 | | 2007 | 1.75 | -0.54 | 2.06 | 2.45 | | 2006 | 0.09 | 0.12 | 3.75 | 1.40 | | 2005 | -0.89 | 2.86 | -0.63 | 0.78 | | 2004 | 2.96 | -2.77 | 3.68 | 1.64 | | 2003 | 2.69 | 4.73 | -0.24 | 1.91 | | 2002 | 1.13 | 2.26 | 2.26 | 2.74 | | 2001 | 2.98 | 0.52 | 3.59 | 1.11 | | 2000 | 2.63 | 1.17 | 3.01 | 2.49 | | 1999 | N/A | N/A | N/A | 0.53 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 135 | 1126 | 11.99 | | 1-Month | 151 | 1168 | 12.93 | | 3-Month | 220 | 1158 | 19.00 | | 6-Month | 216 | 1140 | 18.95 | | 1-Year | 110 | 1120 | 9.82 | | 3-Year | 101 | 970 | 10.41 | | 5-Year | 56 | 854 | 6.56 |
|
|
|
|
|