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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.85% | | 5-Year Average Return: | -2.46% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.67% | |
Worst 1-Yr Total Return (2008): | -37.68% | |
Best 3-Yr Total Return (2006-8): | -11.00% | |
Worst 3-Yr Total Return (2006-8): | -11.00% |
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| 1-Year: | -19.97% | | 3-Year: | -8.87% | | 5-Year: | -0.72% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PLLBX | Category | Diff | Index* | Diff | | Year To Date | 11.85 | 22.72 | -10.87 | 24.07 | -12.22 | | 1-Month | 3.39 | 3.14 | 0.25 | 6.00 | -2.61 | | 3-Month | 2.17 | 3.09 | -0.92 | 7.91 | -5.74 | | 1-Year | 17.55 | 29.36 | -11.81 | 25.39 | -7.84 | | 3-Year | -11.08 | -8.14 | -2.94 | -5.79 | -5.29 | | 5-Year | -2.46 | -0.30 | -2.16 | 0.71 | -3.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.95 | 57.49 | -11.54 | 45.76 | 0.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.59 | -19.40 | -7.19 | -18.25 | -8.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PLLBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.68 | -36.56 | -1.12 | | 2007 | | | 0.38 | -1.10 | 1.48 | | 2006 | | | 12.67 | 15.03 | -2.36 | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PLLBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.84 | 17.16 | 16.28 | N/A | | 2008 | -10.75 | -0.08 | -4.89 | -26.52 | | 2007 | 3.39 | 4.95 | -2.16 | -5.45 | | 2006 | 12.09 | -5.54 | -2.54 | 9.18 | | 2005 | N/A | N/A | 5.23 | 0.25 | | 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 | 611 | 657 | 93.00 | | 1-Month | 475 | 679 | 69.96 | | 3-Month | 395 | 671 | 58.87 | | 6-Month | 457 | 663 | 68.93 | | 1-Year | 513 | 646 | 79.41 | | 3-Year | 392 | 573 | 68.41 | | 5-Year | | 475 | N/A |
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