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| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.06% | | 5-Year Average Return: | 2.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.18% | |
Worst 1-Yr Total Return (2008): | -3.69% | |
Best 3-Yr Total Return (2004-6): | 2.75% | |
Worst 3-Yr Total Return (2006-8): | 0.60% |
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| 1-Year: | 8.78% | | 3-Year: | 2.87% | | 5-Year: | 3.03% | | 10-Year: | 4.57% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PTFIX | Category | Diff | Index* | Diff | | Year To Date | 10.06 | 16.19 | -6.13 | 11.61 | -1.55 | | 1-Month | -2.25 | -2.45 | 0.2 | -2.10 | -0.15 | | 3-Month | 3.42 | 4.74 | -1.32 | 3.15 | 0.27 | | 1-Year | 11.62 | 14.22 | -2.6 | 13.60 | -1.98 | | 3-Year | 2.86 | 2.04 | 0.82 | 4.17 | -1.31 | | 5-Year | 2.75 | 2.84 | -0.09 | 4.15 | -1.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.30 | 12.77 | -3.47 | 9.40 | -0.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.90 | 2.31 | 1.59 | 5.67 | -1.77 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PTFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.69 | -9.45 | 5.76 | | 2007 | | | 2.46 | 1.27 | 1.19 | | 2006 | | | 3.18 | 4.57 | -1.39 | | 2005 | | | 2.17 | 3.10 | -0.93 | | 2004 | | | 2.91 | 3.77 | -0.86 | | 2003 | | | 3.93 | 4.90 | -0.97 | | 2002 | | | 8.93 | 8.45 | 0.48 | | 2001 | | | 3.23 | 3.92 | -0.69 | | 2000 | | | 12.19 | 11.24 | 0.95 | | 1999 | | | -4.46 | -4.70 | 0.24 |
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| PAST QUARTERLY RETURNS (%) FOR
PTFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.66 | 2.18 | 7.33 | N/A | | 2008 | -1.15 | 0.55 | -4.11 | 1.05 | | 2007 | 0.38 | -0.96 | 1.64 | 1.41 | | 2006 | -0.25 | -0.35 | 3.11 | 0.67 | | 2005 | -0.53 | 2.58 | -0.33 | 0.46 | | 2004 | 1.14 | -2.72 | 3.74 | 0.82 | | 2003 | 0.85 | 2.30 | -0.18 | 0.92 | | 2002 | 0.85 | 3.71 | 4.44 | -0.27 | | 2001 | 1.63 | -0.02 | 2.87 | -1.25 | | 2000 | 3.41 | 1.37 | 2.05 | 4.87 | | 1999 | N/A | N/A | N/A | -1.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 245 | 264 | 92.80 | | 1-Month | 125 | 266 | 46.99 | | 3-Month | 234 | 266 | 87.97 | | 6-Month | 213 | 264 | 80.68 | | 1-Year | 182 | 262 | 69.47 | | 3-Year | 68 | 247 | 27.53 | | 5-Year | 103 | 228 | 45.18 |
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