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Plumb Balanced (PLBBX)

On Dec 4: 15.99   0.01 (0.06%)

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Performance  As of 31-Oct-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Year to Date Return: 15.85% 5-Year Average Return: N/A Number of Years Up: 0 Number of Years Down: 1 Best 1-Yr Total Return (2008): -26.37% Worst 1-Yr Total Return (2008): -26.37% Best 3-Yr Total Return (N/A): N/A Worst 3-Yr Total Return (N/A): N/A LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return PLBBX Category Diff Index* Diff Year To Date 15.85 18.16 -2.31 N/A N/A 1-Month -1.60 -1.24 -0.36 N/A N/A 3-Month 3.84 4.71 -0.87 N/A N/A 1-Year 10.67 15.73 -5.06 N/A N/A 3-Year N/A -2.66 N/A N/A N/A 5-Year N/A 2.10 N/A N/A N/A Last Bull Market ( 28-Feb-09 to 30-Sep-09) 29.72 33.32 -3.6 N/A N/A Last Bear Market ( 31-Aug-08 to 31-Aug-09) -10.50 -8.51 -1.99 N/A N/A * Index means [ ] ANNUAL TOTAL RETURN (%) HISTORY   Year PLBBX Category Diff 2009 N/A N/A N/A 2008 -26.37 -28.00 1.63 2007 N/A 5.99 N/A 2006 N/A 11.29 N/A 2005 N/A 5.13 N/A 2004 N/A 8.86 N/A 2003 N/A 20.35 N/A 2002 N/A -12.02 N/A 2001 N/A -5.05 N/A 2000 N/A 1.82 N/A 1999 N/A 10.71 N/A PAST QUARTERLY RETURNS (%) FOR PLBBX   Q1 Q2 Q3 Q4 2009 -4.43 11.24 10.74 N/A 2008 -5.76 -2.57 -4.75 -15.82 2007 N/A N/A -0.70 -5.32 2006 N/A N/A N/A N/A 2005 N/A N/A N/A N/A 2004 N/A N/A N/A N/A 2003 N/A N/A N/A N/A 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 RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 835 1211 68.95 1-Month 1056 1258 83.94 3-Month 967 1256 76.99 6-Month 1012 1220 82.95 1-Year 756 1204 62.79 3-Year 950 N/A 5-Year 796 N/A
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