|
| Morningstar Return Rating: | Average | | Year to Date Return: | 8.98% | | 5-Year Average Return: | 5.28% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.51% | |
Worst 1-Yr Total Return (2005): | -4.25% | |
Best 3-Yr Total Return (2006-8): | 7.37% | |
Worst 3-Yr Total Return (2004-6): | 3.35% |
|
| 1-Year: | 2.48% | | 3-Year: | 5.77% | | 5-Year: | 5.04% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PSAFX | Category | Diff | Index* | Diff | | Year To Date | 8.98 | 16.41 | -7.43 | 7.61 | 1.37 | | 1-Month | 2.50 | 2.04 | 0.46 | 1.29 | 1.21 | | 3-Month | 5.30 | 5.59 | -0.29 | 2.86 | 2.44 | | 1-Year | 15.78 | 24.00 | -8.22 | 11.63 | 4.15 | | 3-Year | 6.45 | 6.78 | -0.33 | 6.40 | 0.05 | | 5-Year | 5.28 | 4.92 | 0.36 | 5.49 | -0.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.68 | 18.89 | -6.21 | 7.06 | 5.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.79 | 7.91 | -5.12 | 7.94 | -5.15 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PSAFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.32 | -1.57 | 1.89 | | 2007 | | | 10.66 | 7.28 | 3.38 | | 2006 | | | 11.51 | 5.42 | 6.09 | | 2005 | | | -4.25 | -3.33 | -0.92 | | 2004 | | | 3.39 | 8.98 | -5.59 | | 2003 | | | 16.30 | 13.79 | 2.51 | | 2002 | | | 29.60 | 14.10 | 15.50 | | 2001 | | | 2.82 | 1.95 | 0.87 | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
PSAFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.99 | 3.68 | 5.79 | N/A | | 2008 | 6.77 | -0.20 | -6.65 | 0.85 | | 2007 | 1.04 | 1.25 | 5.94 | 2.11 | | 2006 | 3.46 | 4.43 | -1.60 | 4.89 | | 2005 | -3.56 | -3.24 | 1.50 | 1.09 | | 2004 | -1.83 | -3.81 | 3.13 | 6.17 | | 2003 | 0.44 | 3.38 | 4.72 | 6.95 | | 2002 | 7.15 | 11.24 | 1.90 | 6.70 | | 2001 | -4.07 | 0.12 | 6.11 | 0.89 | | 2000 | N/A | -1.71 | -3.80 | 0.62 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 258 | 275 | 93.82 | | 1-Month | 297 | 300 | 99.00 | | 3-Month | 284 | 290 | 97.93 | | 6-Month | 271 | 286 | 94.76 | | 1-Year | 212 | 263 | 80.61 | | 3-Year | 102 | 189 | 53.97 | | 5-Year | 36 | 163 | 22.09 |
|
|
|
|
|