|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 27.78% | | 5-Year Average Return: | 2.93% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.40% | |
Worst 1-Yr Total Return (2008): | -34.47% | |
Best 3-Yr Total Return (2006-8): | -6.88% | |
Worst 3-Yr Total Return (2006-8): | -6.88% |
|
| 1-Year: | -10.11% | | 3-Year: | -2.86% | | 5-Year: | 3.23% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PRMBX | Category | Diff | Index* | Diff | | Year To Date | 27.78 | 30.74 | -2.96 | 24.07 | 3.71 | | 1-Month | 5.57 | 4.28 | 1.29 | 6.00 | -0.43 | | 3-Month | 7.35 | 5.45 | 1.9 | 7.91 | -0.56 | | 1-Year | 31.49 | 36.41 | -4.92 | 25.39 | 6.1 | | 3-Year | -2.96 | -6.04 | 3.08 | -5.79 | 2.83 | | 5-Year | 2.93 | 0.99 | 1.94 | 0.71 | 2.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.80 | 54.55 | -11.75 | 45.76 | -2.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.25 | -16.09 | -2.16 | -18.25 | 0 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PRMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.47 | -39.18 | 4.71 | | 2007 | | | 8.65 | 4.85 | 3.80 | | 2006 | | | 13.40 | 14.03 | -0.63 | | 2005 | | | N/A | 9.25 | N/A | | 2004 | | | N/A | 16.30 | N/A | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PRMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.16 | 17.37 | 15.24 | N/A | | 2008 | -6.70 | 5.38 | -12.21 | -24.08 | | 2007 | 3.08 | 8.33 | -0.26 | -2.44 | | 2006 | 4.35 | -1.69 | 3.38 | 6.94 | | 2005 | N/A | N/A | 6.11 | 1.52 | | 2004 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 288 | 450 | 64.00 | | 1-Month | 344 | 479 | 71.82 | | 3-Month | 57 | 476 | 11.97 | | 6-Month | 292 | 472 | 61.86 | | 1-Year | 286 | 450 | 63.56 | | 3-Year | 57 | 367 | 15.53 | | 5-Year | | 293 | N/A |
|
|
|
|
|