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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.15% | | 5-Year Average Return: | 0.02% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.44% | |
Worst 1-Yr Total Return (2008): | -37.42% | |
Best 3-Yr Total Return (2006-8): | -9.24% | |
Worst 3-Yr Total Return (2006-8): | -9.24% |
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| 1-Year: | -10.90% | | 3-Year: | -6.77% | | 5-Year: | -0.08% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PLDBX | Category | Diff | Index* | Diff | | Year To Date | 25.15 | 25.10 | 0.05 | 24.07 | 1.08 | | 1-Month | 6.27 | 5.28 | 0.99 | 6.00 | 0.27 | | 3-Month | 7.50 | 7.01 | 0.49 | 7.91 | -0.41 | | 1-Year | 26.48 | 28.01 | -1.53 | 25.39 | 1.09 | | 3-Year | -6.14 | -5.87 | -0.27 | -5.79 | -0.35 | | 5-Year | 0.02 | 0.64 | -0.62 | 0.71 | -0.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.19 | 46.08 | -0.89 | 45.76 | -0.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.85 | -17.41 | -0.44 | -18.25 | 0.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PLDBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.42 | -37.79 | 0.37 | | 2007 | | | 4.40 | 6.16 | -1.76 | | 2006 | | | 14.44 | 14.17 | 0.27 | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 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
PLDBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.49 | 16.31 | 14.45 | N/A | | 2008 | -9.61 | -1.67 | -9.54 | -22.16 | | 2007 | 0.36 | 6.43 | 1.85 | -4.03 | | 2006 | 3.91 | -1.97 | 5.37 | 6.63 | | 2005 | N/A | N/A | 2.64 | 1.81 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 929 | 2021 | 45.97 | | 1-Month | 1056 | 2113 | 49.98 | | 3-Month | 794 | 2091 | 37.97 | | 6-Month | 908 | 2064 | 43.99 | | 1-Year | 870 | 2011 | 43.26 | | 3-Year | 874 | 1707 | 51.20 | | 5-Year | | 1360 | N/A |
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