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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.59% | | 5-Year Average Return: | 2.72% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 18.61% | |
Worst 1-Yr Total Return (2008): | -36.48% | |
Best 3-Yr Total Return (2004-6): | 11.46% | |
Worst 3-Yr Total Return (2006-8): | -9.13% |
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| 1-Year: | -10.20% | | 3-Year: | -3.96% | | 5-Year: | 3.16% | | 10-Year: | 5.06% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PNMBX | Category | Diff | Index* | Diff | | Year To Date | 23.59 | 25.80 | -2.21 | 17.05 | 6.54 | | 1-Month | -1.50 | -4.37 | 2.87 | -1.86 | 0.36 | | 3-Month | 4.25 | 4.09 | 0.16 | 5.48 | -1.23 | | 1-Year | 15.22 | 16.23 | -1.01 | 9.80 | 5.42 | | 3-Year | -3.87 | -5.36 | 1.49 | -7.02 | 3.15 | | 5-Year | 2.72 | 1.68 | 1.04 | 0.33 | 2.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.08 | 47.87 | -4.79 | 45.76 | -2.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.31 | -19.87 | 0.56 | -18.25 | -1.06 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PNMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.48 | -43.77 | 7.29 | | 2007 | | | 14.84 | 15.09 | -0.25 | | 2006 | | | 2.85 | 9.00 | -6.15 | | 2005 | | | 13.51 | 9.84 | 3.67 | | 2004 | | | 18.61 | 13.23 | 5.38 | | 2003 | | | 23.97 | 35.96 | -11.99 | | 2002 | | | -15.72 | -27.24 | 11.52 | | 2001 | | | -5.89 | -19.98 | 14.09 | | 2000 | | | 11.93 | -4.78 | 16.71 | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PNMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.36 | 16.26 | 12.84 | N/A | | 2008 | -10.42 | 4.42 | -9.87 | -24.66 | | 2007 | 3.99 | 5.36 | 5.25 | -0.41 | | 2006 | 9.01 | -5.24 | -0.99 | 0.55 | | 2005 | -0.34 | 4.11 | 3.81 | 5.38 | | 2004 | 5.10 | 4.62 | -3.02 | 11.23 | | 2003 | -1.20 | 8.63 | 7.01 | 7.95 | | 2002 | 4.14 | -10.23 | -11.48 | 1.84 | | 2001 | -14.72 | 11.01 | -16.05 | 18.42 | | 2000 | 5.25 | -4.65 | 12.60 | -0.95 | | 1999 | N/A | N/A | N/A | 17.47 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 551 | 848 | 64.98 | | 1-Month | 81 | 901 | 8.99 | | 3-Month | 341 | 898 | 37.97 | | 6-Month | 590 | 868 | 67.97 | | 1-Year | 456 | 847 | 53.84 | | 3-Year | 205 | 749 | 27.37 | | 5-Year | 194 | 636 | 30.50 |
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0.67% Nasdaq 
Performance
