|
| Morningstar Return Rating: | Low | | Year to Date Return: | 14.93% | | 5-Year Average Return: | 1.63% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.22% | |
Worst 1-Yr Total Return (2008): | -13.90% | |
Best 3-Yr Total Return (2006-8): | -2.50% | |
Worst 3-Yr Total Return (2006-8): | -2.50% |
|
| 1-Year: | 0.96% | | 3-Year: | -0.24% | | 5-Year: | 0.79% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PLTBX | Category | Diff | Index* | Diff | | Year To Date | 14.93 | 9.71 | 5.22 | 7.61 | 7.32 | | 1-Month | 0.87 | 0.67 | 0.2 | 1.29 | -0.42 | | 3-Month | 3.53 | 2.20 | 1.33 | 2.86 | 0.67 | | 1-Year | 14.36 | 11.11 | 3.25 | 11.63 | 2.73 | | 3-Year | 0.70 | 3.58 | -2.88 | 6.40 | -5.7 | | 5-Year | 1.63 | 3.39 | -1.76 | 5.49 | -3.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.74 | 7.66 | 5.08 | 7.06 | 5.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.32 | 4.29 | -4.61 | 7.94 | -8.26 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PLTBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -13.90 | -4.23 | -9.67 | | 2007 | | | 3.29 | 4.29 | -1.00 | | 2006 | | | 4.22 | 4.05 | 0.17 | | 2005 | | | N/A | 1.45 | N/A | | 2004 | | | N/A | 1.63 | N/A | | 2003 | | | N/A | 2.54 | N/A | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PLTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.37 | 7.09 | 5.99 | N/A | | 2008 | -2.50 | -0.24 | -3.08 | -8.66 | | 2007 | 1.40 | 0.42 | 1.08 | 0.35 | | 2006 | 0.30 | 0.78 | 2.08 | 1.00 | | 2005 | N/A | N/A | 0.20 | 0.61 | | 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 | 41 | 418 | 9.81 | | 1-Month | 238 | 434 | 54.84 | | 3-Month | 82 | 433 | 18.94 | | 6-Month | 29 | 424 | 6.84 | | 1-Year | 90 | 418 | 21.53 | | 3-Year | 288 | 377 | 76.39 | | 5-Year | | 313 | N/A |
|
|
|
|
|