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| Morningstar Return Rating: | Average | | Year to Date Return: | 30.77% | | 5-Year Average Return: | 4.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.11% | |
Worst 1-Yr Total Return (2008): | -45.86% | |
Best 3-Yr Total Return (2004-6): | 18.72% | |
Worst 3-Yr Total Return (2006-8): | -7.65% |
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| 1-Year: | -3.68% | | 3-Year: | -4.67% | | 5-Year: | 6.05% | | 10-Year: | 1.92% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PISBX | Category | Diff | Index* | Diff | | Year To Date | 30.77 | 28.50 | 2.27 | 29.91 | 0.86 | | 1-Month | 2.44 | 2.93 | -0.49 | 2.00 | 0.44 | | 3-Month | 4.88 | 4.52 | 0.36 | 4.58 | 0.3 | | 1-Year | 36.92 | 37.87 | -0.95 | 37.72 | -0.8 | | 3-Year | -5.60 | -5.94 | 0.34 | -5.52 | -0.08 | | 5-Year | 4.39 | 3.48 | 0.91 | 4.13 | 0.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.88 | 59.57 | 0.31 | 59.35 | 0.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.00 | -11.44 | -3.56 | -14.95 | -0.05 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PISBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.86 | -42.41 | -3.45 | | 2007 | | | 14.46 | 9.01 | 5.45 | | 2006 | | | 27.11 | 25.98 | 1.13 | | 2005 | | | 14.56 | 13.19 | 1.37 | | 2004 | | | 14.89 | 21.99 | -7.10 | | 2003 | | | 26.86 | 39.07 | -12.21 | | 2002 | | | -20.54 | -12.37 | -8.17 | | 2001 | | | -19.39 | -15.98 | -3.41 | | 2000 | | | -4.65 | -6.76 | 2.11 | | 1999 | | | 31.11 | 30.02 | 1.09 |
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| PAST QUARTERLY RETURNS (%) FOR
PISBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.32 | 26.57 | 18.61 | N/A | | 2008 | -10.42 | -4.78 | -18.40 | -22.22 | | 2007 | 3.50 | 8.81 | 4.70 | -2.92 | | 2006 | 10.94 | 0.00 | 4.07 | 10.10 | | 2005 | 0.15 | -0.41 | 10.63 | 3.82 | | 2004 | 2.21 | -0.74 | -1.60 | 15.09 | | 2003 | -11.49 | 19.47 | 3.62 | 15.77 | | 2002 | -1.35 | -2.79 | -21.78 | 5.93 | | 2001 | -9.08 | -2.78 | -14.93 | 7.20 | | 2000 | -6.23 | 1.98 | -4.27 | 4.16 | | 1999 | N/A | N/A | N/A | 15.76 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 136 | 340 | 40.00 | | 1-Month | 322 | 354 | 90.96 | | 3-Month | 251 | 354 | 70.90 | | 6-Month | 221 | 352 | 62.78 | | 1-Year | 133 | 338 | 39.35 | | 3-Year | 120 | 265 | 45.28 | | 5-Year | 60 | 199 | 30.15 |
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0.83% Nasdaq 0.00%
Performance
