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| Morningstar Return Rating: | Below average | | Year to Date Return: | 8.95% | | 5-Year Average Return: | 4.28% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 4.79% | |
Worst 1-Yr Total Return (2005): | 1.47% | |
Best 3-Yr Total Return (2006-8): | 3.44% | |
Worst 3-Yr Total Return (2004-6): | 2.18% |
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| 1-Year: | 8.10% | | 3-Year: | 5.06% | | 5-Year: | 3.83% | | 10-Year: | 4.93% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PRICX | Category | Diff | Index* | Diff | | Year To Date | 8.95 | 6.47 | 2.48 | 7.61 | 1.34 | | 1-Month | 1.17 | 1.23 | -0.06 | 1.29 | -0.12 | | 3-Month | 3.25 | 2.69 | 0.56 | 2.86 | 0.39 | | 1-Year | 11.48 | 9.04 | 2.44 | 11.63 | -0.15 | | 3-Year | 5.26 | 5.62 | -0.36 | 6.40 | -1.14 | | 5-Year | 4.28 | 4.68 | -0.4 | 5.49 | -1.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.80 | 4.86 | 1.94 | 7.06 | -0.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.72 | 7.38 | 0.34 | 7.94 | -0.22 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PRICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.78 | 4.76 | -1.98 | | 2007 | | | 4.79 | 6.09 | -1.30 | | 2006 | | | 2.76 | 3.47 | -0.71 | | 2005 | | | 1.47 | 1.91 | -0.44 | | 2004 | | | 2.30 | 3.01 | -0.71 | | 2003 | | | 1.59 | 1.90 | -0.31 | | 2002 | | | 9.78 | 9.23 | 0.55 | | 2001 | | | 7.01 | 6.81 | 0.20 | | 2000 | | | 11.15 | 10.86 | 0.29 | | 1999 | | | -3.54 | -1.35 | -2.19 |
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| PAST QUARTERLY RETURNS (%) FOR
PRICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.68 | 1.10 | 3.75 | N/A | | 2008 | 1.53 | -1.04 | 0.01 | 2.29 | | 2007 | 1.10 | -0.76 | 2.46 | 1.94 | | 2006 | -0.85 | -0.32 | 3.00 | 0.95 | | 2005 | -0.45 | 2.67 | -0.89 | 0.17 | | 2004 | 2.13 | -2.64 | 2.14 | 0.72 | | 2003 | 0.85 | 1.74 | -0.77 | -0.23 | | 2002 | -0.31 | 3.50 | 5.65 | 0.71 | | 2001 | 2.58 | -0.64 | 5.59 | -0.56 | | 2000 | 2.24 | 1.57 | 2.29 | 4.64 | | 1999 | N/A | N/A | N/A | -0.43 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 88 | 367 | 23.98 | | 1-Month | 67 | 374 | 17.91 | | 3-Month | 89 | 374 | 23.80 | | 6-Month | 56 | 374 | 14.97 | | 1-Year | 67 | 358 | 18.72 | | 3-Year | 185 | 345 | 53.62 | | 5-Year | 177 | 318 | 55.66 |
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0.02% Nasdaq 
0.33%
Performance
