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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.10% | | 5-Year Average Return: | 2.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 7.65% | |
Worst 1-Yr Total Return (2008): | -19.50% | |
Best 3-Yr Total Return (2005-7): | 5.66% | |
Worst 3-Yr Total Return (2006-8): | -2.84% |
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| 1-Year: | 2.47% | | 3-Year: | 0.15% | | 5-Year: | 2.96% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | POBBX | Category | Diff | Index* | Diff | | Year To Date | 21.10 | 19.41 | 1.69 | N/A | N/A | | 1-Month | 2.71 | 2.38 | 0.33 | N/A | N/A | | 3-Month | 5.02 | 4.88 | 0.14 | N/A | N/A | | 1-Year | 26.60 | 23.37 | 3.23 | N/A | N/A | | 3-Year | -0.03 | 0.45 | -0.48 | N/A | N/A | | 5-Year | 2.11 | 2.90 | -0.79 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.29 | 25.19 | 3.1 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.30 | -3.19 | 0.89 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | POBBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.24 | -18.61 | -1.63 | | 2007 | | | 4.21 | 4.53 | -0.32 | | 2006 | | | 5.17 | 8.16 | -2.99 | | 2005 | | | 3.37 | 2.97 | 0.40 | | 2004 | | | 5.00 | 5.46 | -0.46 | | 2003 | | | N/A | 12.34 | N/A | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
POBBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.92 | 11.24 | 9.63 | N/A | | 2008 | -2.51 | -2.00 | -7.20 | -9.22 | | 2007 | 1.64 | 2.25 | 2.31 | -0.45 | | 2006 | 1.88 | -0.73 | 3.12 | 3.21 | | 2005 | -1.15 | 1.15 | 2.12 | 1.39 | | 2004 | 1.30 | -0.89 | 0.10 | 4.72 | | 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 | 249 | 639 | 38.97 | | 1-Month | 517 | 655 | 78.93 | | 3-Month | 359 | 653 | 54.98 | | 6-Month | 375 | 647 | 57.96 | | 1-Year | 165 | 635 | 25.98 | | 3-Year | 160 | 514 | 31.13 | | 5-Year | 129 | 349 | 36.96 |
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0.28% Nasdaq 0.00%
Performance
