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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.27% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.76% | |
Worst 1-Yr Total Return (2008): | -14.90% | |
Best 3-Yr Total Return (2006-8): | 2.28% | |
Worst 3-Yr Total Return (2006-8): | 2.28% |
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| 1-Year: | 1.18% | | 3-Year: | 5.25% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PLMAX | Category | Diff | Index* | Diff | | Year To Date | 22.27 | 32.12 | -9.85 | 7.61 | 14.66 | | 1-Month | 2.37 | 1.44 | 0.93 | 1.29 | 1.08 | | 3-Month | 5.03 | 6.67 | -1.64 | 2.86 | 2.17 | | 1-Year | 26.70 | 41.79 | -15.09 | 11.63 | 15.07 | | 3-Year | 5.92 | 5.50 | 0.42 | 6.40 | -0.48 | | 5-Year | N/A | 7.74 | N/A | 5.49 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.92 | 33.40 | -4.48 | 7.06 | 21.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.31 | 2.19 | -6.5 | 7.94 | -12.25 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PLMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.90 | -17.64 | 2.74 | | 2007 | | | 12.76 | 5.36 | 7.40 | | 2006 | | | 11.49 | 10.99 | 0.50 | | 2005 | | | N/A | 11.50 | N/A | | 2004 | | | N/A | 12.31 | N/A | | 2003 | | | N/A | 30.83 | N/A | | 2002 | | | N/A | 12.69 | N/A | | 2001 | | | N/A | 12.83 | N/A | | 2000 | | | N/A | 12.68 | N/A | | 1999 | | | N/A | 29.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PLMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.99 | 15.74 | 7.31 | N/A | | 2008 | 3.32 | 2.14 | -8.53 | -11.84 | | 2007 | 1.62 | 3.51 | 4.16 | 2.91 | | 2006 | 3.00 | 0.68 | 1.55 | 5.88 | | 2005 | N/A | N/A | 1.95 | 1.59 | | 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 | 95 | 112 | 84.82 | | 1-Month | 85 | 113 | 75.22 | | 3-Month | 98 | 113 | 86.73 | | 6-Month | 99 | 112 | 88.39 | | 1-Year | 82 | 108 | 75.93 | | 3-Year | 32 | 73 | 43.84 | | 5-Year | | 53 | N/A |
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0.49% Nasdaq 0.00%
Performance
