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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.65% | | 5-Year Average Return: | -1.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.18% | |
Worst 1-Yr Total Return (2008): | -38.09% | |
Best 3-Yr Total Return (2004-6): | 9.70% | |
Worst 3-Yr Total Return (2006-8): | -9.10% |
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| 1-Year: | -15.62% | | 3-Year: | -8.45% | | 5-Year: | -0.94% | | 10-Year: | -1.06% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PTMBX | Category | Diff | Index* | Diff | | Year To Date | 17.65 | 25.10 | -7.45 | 24.07 | -6.42 | | 1-Month | 5.83 | 5.28 | 0.55 | 6.00 | -0.17 | | 3-Month | 7.22 | 7.01 | 0.21 | 7.91 | -0.69 | | 1-Year | 19.82 | 28.01 | -8.19 | 25.39 | -5.57 | | 3-Year | -7.96 | -5.87 | -2.09 | -5.79 | -2.17 | | 5-Year | -1.10 | 0.64 | -1.74 | 0.71 | -1.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.15 | 46.08 | -5.93 | 45.76 | -5.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.34 | -17.41 | -4.93 | -18.25 | -4.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PTMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.09 | -37.79 | -0.30 | | 2007 | | | 5.31 | 6.16 | -0.85 | | 2006 | | | 15.18 | 14.17 | 1.01 | | 2005 | | | 3.82 | 5.88 | -2.06 | | 2004 | | | 10.40 | 10.02 | 0.38 | | 2003 | | | 28.61 | 27.05 | 1.56 | | 2002 | | | -21.27 | -22.25 | 0.98 | | 2001 | | | -15.66 | -13.50 | -2.16 | | 2000 | | | -6.80 | -6.31 | -0.49 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PTMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.73 | 13.62 | 14.53 | N/A | | 2008 | -10.82 | -2.00 | -9.41 | -21.80 | | 2007 | 0.78 | 6.35 | 0.95 | -2.66 | | 2006 | 4.67 | -2.23 | 5.36 | 6.83 | | 2005 | -1.40 | 0.47 | 2.82 | 1.92 | | 2004 | 1.85 | 1.52 | -1.89 | 8.83 | | 2003 | -2.78 | 14.99 | 2.49 | 12.25 | | 2002 | 0.52 | -12.34 | -16.80 | 7.40 | | 2001 | -13.37 | 5.58 | -15.29 | 8.85 | | 2000 | 4.18 | -4.01 | 1.48 | -8.16 | | 1999 | N/A | N/A | N/A | 15.53 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1778 | 2021 | 87.98 | | 1-Month | 549 | 2113 | 25.98 | | 3-Month | 460 | 2091 | 22.00 | | 6-Month | 1114 | 2064 | 53.97 | | 1-Year | 1507 | 2011 | 74.94 | | 3-Year | 1242 | 1707 | 72.76 | | 5-Year | 1007 | 1360 | 74.04 |
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0.51% Nasdaq 
Performance
