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| Morningstar Return Rating: | Average | | Year to Date Return: | 30.11% | | 5-Year Average Return: | 1.18% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 17.57% | |
Worst 1-Yr Total Return (2008): | -35.60% | |
Best 3-Yr Total Return (2004-6): | 13.92% | |
Worst 3-Yr Total Return (2006-8): | -12.50% |
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| 1-Year: | -3.28% | | 3-Year: | -6.08% | | 5-Year: | 2.21% | | 10-Year: | 5.88% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | POPBX | Category | Diff | Index* | Diff | | Year To Date | 30.11 | 19.13 | 10.98 | 17.05 | 13.06 | | 1-Month | -4.15 | -5.65 | 1.5 | -1.86 | -2.29 | | 3-Month | 6.18 | 2.75 | 3.43 | 5.48 | 0.7 | | 1-Year | 23.17 | 11.45 | 11.72 | 9.80 | 13.37 | | 3-Year | -8.13 | -8.46 | 0.33 | -7.02 | -1.11 | | 5-Year | 1.18 | 0.52 | 0.66 | 0.33 | 0.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.25 | 57.02 | 10.23 | 45.76 | 21.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.16 | -18.27 | 5.11 | -18.25 | 5.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | POPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.60 | -36.56 | 0.96 | | 2007 | | | -9.28 | -1.10 | -8.18 | | 2006 | | | 14.67 | 15.03 | -0.36 | | 2005 | | | 9.66 | 6.75 | 2.91 | | 2004 | | | 17.57 | 18.94 | -1.37 | | 2003 | | | 32.20 | 43.41 | -11.21 | | 2002 | | | -25.41 | -16.22 | -9.19 | | 2001 | | | -2.79 | 8.92 | -11.71 | | 2000 | | | 21.16 | 11.89 | 9.27 | | 1999 | | | 25.96 | 19.95 | 6.01 |
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| PAST QUARTERLY RETURNS (%) FOR
POPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.44 | 24.06 | 23.56 | N/A | | 2008 | -7.82 | -0.86 | -5.96 | -25.07 | | 2007 | 4.38 | 5.17 | -9.41 | -8.77 | | 2006 | 10.89 | -4.06 | 0.71 | 7.03 | | 2005 | -2.62 | 2.87 | 6.37 | 2.91 | | 2004 | 4.01 | 1.28 | -1.56 | 13.38 | | 2003 | -6.66 | 20.09 | 5.33 | 11.97 | | 2002 | 5.86 | -11.83 | -25.56 | 7.35 | | 2001 | -13.21 | 18.85 | -24.77 | 25.26 | | 2000 | 2.16 | 5.00 | 11.99 | 0.87 | | 1999 | N/A | N/A | N/A | 29.97 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 89 | 641 | 13.88 | | 1-Month | 72 | 662 | 10.88 | | 3-Month | 52 | 652 | 7.98 | | 6-Month | 77 | 647 | 11.90 | | 1-Year | 69 | 630 | 10.95 | | 3-Year | 203 | 553 | 36.71 | | 5-Year | 135 | 452 | 29.87 |
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0.34% Nasdaq 
Performance
