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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.97% | | 5-Year Average Return: | 3.51% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.03% | |
Worst 1-Yr Total Return (2008): | -6.07% | |
Best 3-Yr Total Return (2004-6): | 3.57% | |
Worst 3-Yr Total Return (2006-8): | 0.00% |
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| 1-Year: | 10.53% | | 3-Year: | 3.00% | | 5-Year: | 3.28% | | 10-Year: | 4.48% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PTAZX | Category | Diff | Index* | Diff | | Year To Date | 14.97 | 17.75 | -2.78 | 11.61 | 3.36 | | 1-Month | -1.96 | -2.09 | 0.13 | -2.10 | 0.14 | | 3-Month | 4.45 | 4.75 | -0.3 | 3.15 | 1.3 | | 1-Year | 15.76 | 14.96 | 0.8 | 13.60 | 2.16 | | 3-Year | 3.56 | 2.12 | 1.44 | 4.17 | -0.61 | | 5-Year | 3.51 | 3.17 | 0.34 | 4.15 | -0.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.56 | 12.86 | -1.3 | 9.40 | 2.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.21 | 2.60 | 1.61 | 5.67 | -1.46 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PTAZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.07 | -10.07 | 4.00 | | 2007 | | | 2.35 | 1.65 | 0.70 | | 2006 | | | 4.03 | 4.41 | -0.38 | | 2005 | | | 3.18 | 2.96 | 0.22 | | 2004 | | | 3.52 | 3.84 | -0.32 | | 2003 | | | 5.19 | 4.79 | 0.40 | | 2002 | | | 8.09 | 8.53 | -0.44 | | 2001 | | | 4.79 | 4.32 | 0.47 | | 2000 | | | 10.19 | 11.02 | -0.83 | | 1999 | | | -3.11 | -4.34 | 1.23 |
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| PAST QUARTERLY RETURNS (%) FOR
PTAZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.04 | 3.41 | 7.96 | N/A | | 2008 | -0.60 | 0.82 | -4.53 | -1.82 | | 2007 | 0.58 | -0.50 | 1.24 | 1.01 | | 2006 | 0.12 | 0.12 | 2.79 | 0.97 | | 2005 | -0.10 | 2.81 | -0.15 | 0.61 | | 2004 | 1.30 | -2.48 | 3.59 | 1.15 | | 2003 | 1.00 | 2.63 | 0.19 | 1.28 | | 2002 | 0.85 | 3.22 | 3.94 | -0.09 | | 2001 | 1.60 | 0.55 | 3.25 | -0.65 | | 2000 | 2.57 | 1.45 | 2.43 | 3.39 | | 1999 | N/A | N/A | N/A | -1.81 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 182 | 338 | 53.85 | | 1-Month | 86 | 346 | 24.86 | | 3-Month | 117 | 346 | 33.82 | | 6-Month | 162 | 339 | 47.79 | | 1-Year | 61 | 338 | 18.05 | | 3-Year | 24 | 320 | 7.50 | | 5-Year | 48 | 285 | 16.84 |
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