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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.42% | | 5-Year Average Return: | 2.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 4.75% | |
Worst 1-Yr Total Return (2008): | -14.21% | |
Best 3-Yr Total Return (2004-6): | 3.91% | |
Worst 3-Yr Total Return (2006-8): | -2.58% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PMSIX | Category | Diff | Index* | Diff | | Year To Date | 20.42 | 14.86 | 5.56 | 7.61 | 12.81 | | 1-Month | 1.30 | 1.13 | 0.17 | 1.29 | 0.01 | | 3-Month | 5.57 | 3.76 | 1.81 | 2.86 | 2.71 | | 1-Year | 24.03 | 18.84 | 5.19 | 11.63 | 12.4 | | 3-Year | 1.94 | 4.58 | -2.64 | 6.40 | -4.46 | | 5-Year | 2.86 | 4.20 | -1.34 | 5.49 | -2.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 20.20 | 13.91 | 6.29 | 7.06 | 13.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.33 | 6.57 | -3.24 | 7.94 | -4.61 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PMSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.21 | -4.70 | -9.51 | | 2007 | | | 3.11 | 4.70 | -1.59 | | 2006 | | | 4.51 | 4.15 | 0.36 | | 2005 | | | 2.48 | 1.80 | 0.68 | | 2004 | | | 4.75 | 3.91 | 0.84 | | 2003 | | | 4.04 | 5.10 | -1.06 | | 2002 | | | 9.27 | 8.04 | 1.23 | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PMSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.92 | 8.27 | 9.19 | N/A | | 2008 | -2.83 | -0.90 | -5.17 | -6.05 | | 2007 | 1.57 | -0.78 | 1.70 | 0.61 | | 2006 | -0.55 | -0.22 | 3.86 | 1.41 | | 2005 | -0.49 | 2.74 | -0.37 | 0.60 | | 2004 | 2.65 | -2.30 | 3.24 | 1.17 | | 2003 | 1.28 | 2.56 | -0.35 | 0.51 | | 2002 | 0.00 | 3.40 | 4.19 | 1.42 | | 2001 | N/A | 0.29 | 4.20 | -0.46 | | 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 | 168 | 1126 | 14.92 | | 1-Month | 35 | 1168 | 3.00 | | 3-Month | 69 | 1158 | 5.96 | | 6-Month | 136 | 1140 | 11.93 | | 1-Year | 160 | 1120 | 14.29 | | 3-Year | 700 | 970 | 72.16 | | 5-Year | 598 | 854 | 70.02 |
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0.47% Nasdaq 
Performance
