|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 35.09% | | 5-Year Average Return: | 3.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.64% | |
Worst 1-Yr Total Return (2008): | -20.89% | |
Best 3-Yr Total Return (2004-6): | 6.26% | |
Worst 3-Yr Total Return (2006-8): | -4.75% |
|
| 1-Year: | 11.84% | | 3-Year: | 2.84% | | 5-Year: | 3.85% | | 10-Year: | 2.85% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PTHIX | Category | Diff | Index* | Diff | | Year To Date | 35.09 | 42.53 | -7.44 | 7.61 | 27.48 | | 1-Month | 0.71 | 1.09 | -0.38 | 1.29 | -0.58 | | 3-Month | 6.50 | 7.76 | -1.26 | 2.86 | 3.64 | | 1-Year | 42.75 | 48.90 | -6.15 | 11.63 | 31.12 | | 3-Year | 2.95 | 2.47 | 0.48 | 6.40 | -3.45 | | 5-Year | 3.80 | 4.02 | -0.22 | 5.49 | -1.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.95 | 35.54 | -11.59 | 7.06 | 16.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.83 | 0.71 | 1.12 | 7.94 | -6.11 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PTHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.89 | -26.41 | 5.52 | | 2007 | | | 1.28 | 1.47 | -0.19 | | 2006 | | | 7.85 | 10.14 | -2.29 | | 2005 | | | 1.47 | 2.59 | -1.12 | | 2004 | | | 9.64 | 9.99 | -0.35 | | 2003 | | | 29.11 | 24.36 | 4.75 | | 2002 | | | -12.97 | -1.52 | -11.45 | | 2001 | | | -2.23 | 2.39 | -4.62 | | 2000 | | | -4.96 | -7.12 | 2.16 | | 1999 | | | 1.23 | 5.05 | -3.82 |
|
| PAST QUARTERLY RETURNS (%) FOR
PTHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.90 | 11.13 | 10.02 | N/A | | 2008 | -2.75 | 1.32 | -6.14 | -14.46 | | 2007 | 2.53 | -0.33 | 0.47 | -1.36 | | 2006 | 1.85 | -0.10 | 3.02 | 2.89 | | 2005 | -2.08 | 1.75 | 0.69 | 1.14 | | 2004 | 1.71 | -0.39 | 3.63 | 4.42 | | 2003 | 7.76 | 10.60 | 2.98 | 5.19 | | 2002 | -0.41 | -7.75 | -10.07 | 5.34 | | 2001 | 0.79 | 0.25 | -8.61 | 5.88 | | 2000 | 0.53 | -0.37 | -0.30 | -4.83 | | 1999 | N/A | N/A | N/A | 0.01 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 439 | 543 | 80.85 | | 1-Month | 137 | 574 | 23.87 | | 3-Month | 354 | 571 | 62.00 | | 6-Month | 497 | 559 | 88.91 | | 1-Year | 331 | 543 | 60.96 | | 3-Year | 188 | 467 | 40.26 | | 5-Year | 226 | 403 | 56.08 |
|
|
|
|
|
0.51% Nasdaq 
Performance
