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| Morningstar Return Rating: | Average | | Year to Date Return: | 37.28% | | 5-Year Average Return: | 2.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 12.99% | |
Worst 1-Yr Total Return (2008): | -38.25% | |
Best 3-Yr Total Return (2005-7): | 7.94% | |
Worst 3-Yr Total Return (2006-8): | -11.75% |
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| 1-Year: | -2.77% | | 3-Year: | -3.67% | | 5-Year: | 2.05% | | 10-Year: | -2.09% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PJFBX | Category | Diff | Index* | Diff | | Year To Date | 37.28 | 31.20 | 6.08 | 24.07 | 13.21 | | 1-Month | 6.05 | 5.67 | 0.38 | 6.00 | 0.05 | | 3-Month | 10.65 | 8.18 | 2.47 | 7.91 | 2.74 | | 1-Year | 39.05 | 34.04 | 5.01 | 25.39 | 13.66 | | 3-Year | -2.18 | -3.89 | 1.71 | -5.79 | 3.61 | | 5-Year | 2.00 | 1.25 | 0.75 | 0.71 | 1.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.19 | 43.84 | -3.65 | 45.76 | -5.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.15 | -18.03 | 4.88 | -18.25 | 5.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PJFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.25 | -40.67 | 2.42 | | 2007 | | | 10.41 | 13.35 | -2.94 | | 2006 | | | 0.81 | 7.05 | -6.24 | | 2005 | | | 12.99 | 6.71 | 6.28 | | 2004 | | | 8.05 | 7.81 | 0.24 | | 2003 | | | 28.89 | 28.66 | 0.23 | | 2002 | | | -31.72 | -27.64 | -4.08 | | 2001 | | | -19.21 | -22.30 | 3.09 | | 2000 | | | -18.58 | -13.05 | -5.53 | | 1999 | | | 40.53 | 38.87 | 1.66 |
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| PAST QUARTERLY RETURNS (%) FOR
PJFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.49 | 15.04 | 13.59 | N/A | | 2008 | -11.24 | 1.84 | -13.10 | -21.38 | | 2007 | 1.00 | 3.17 | 5.83 | 0.12 | | 2006 | 1.01 | -7.92 | 4.27 | 3.95 | | 2005 | -5.55 | 5.79 | 7.15 | 5.54 | | 2004 | 0.90 | 1.63 | -4.72 | 10.59 | | 2003 | -2.65 | 14.67 | 4.27 | 10.73 | | 2002 | -2.96 | -16.83 | -17.99 | 3.17 | | 2001 | -16.93 | 4.29 | -20.08 | 16.69 | | 2000 | 12.20 | -8.08 | -4.60 | -17.24 | | 1999 | N/A | N/A | N/A | 28.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 399 | 1818 | 21.95 | | 1-Month | 1162 | 1906 | 60.97 | | 3-Month | 266 | 1904 | 13.97 | | 6-Month | 466 | 1866 | 24.97 | | 1-Year | 380 | 1815 | 20.94 | | 3-Year | 361 | 1537 | 23.49 | | 5-Year | 371 | 1273 | 29.14 |
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