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| Morningstar Return Rating: | High | | Year to Date Return: | 40.26% | | 5-Year Average Return: | 6.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 20.76% | |
Worst 1-Yr Total Return (2008): | -40.33% | |
Best 3-Yr Total Return (2004-6): | 16.48% | |
Worst 3-Yr Total Return (2006-8): | -9.61% |
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| 1-Year: | -0.40% | | 3-Year: | -1.75% | | 5-Year: | 6.56% | | 10-Year: | 4.14% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PTWBX | Category | Diff | Index* | Diff | | Year To Date | 40.26 | 24.15 | 16.11 | 17.05 | 23.21 | | 1-Month | -0.17 | -2.25 | 2.08 | -1.86 | 1.69 | | 3-Month | 6.47 | 4.52 | 1.95 | 5.48 | 0.99 | | 1-Year | 29.53 | 15.35 | 14.18 | 9.80 | 19.73 | | 3-Year | -1.73 | -4.95 | 3.22 | -7.02 | 5.29 | | 5-Year | 6.34 | 0.99 | 5.35 | 0.33 | 6.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.88 | 42.81 | 8.07 | 45.76 | 5.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.66 | -17.14 | -1.52 | -18.25 | -0.41 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PTWBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.33 | -40.67 | 0.34 | | 2007 | | | 9.22 | 13.35 | -4.13 | | 2006 | | | 13.31 | 7.05 | 6.26 | | 2005 | | | 20.76 | 6.71 | 14.05 | | 2004 | | | 15.50 | 7.81 | 7.69 | | 2003 | | | 27.77 | 28.66 | -0.89 | | 2002 | | | -23.16 | -27.64 | 4.48 | | 2001 | | | -2.84 | -22.30 | 19.46 | | 2000 | | | -9.04 | -13.05 | 4.01 | | 1999 | | | 31.07 | 38.87 | -7.80 |
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| PAST QUARTERLY RETURNS (%) FOR
PTWBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.47 | 21.14 | 15.44 | N/A | | 2008 | -10.02 | 10.42 | -19.34 | -25.54 | | 2007 | 2.67 | 5.43 | 2.45 | -1.51 | | 2006 | 4.47 | -2.88 | 5.05 | 6.31 | | 2005 | -0.08 | 4.56 | 11.79 | 3.40 | | 2004 | 2.63 | 3.42 | -1.47 | 10.44 | | 2003 | -4.48 | 13.95 | 3.55 | 13.37 | | 2002 | -1.15 | -11.23 | -19.08 | 8.22 | | 2001 | -4.17 | 6.24 | -15.07 | 12.37 | | 2000 | -0.73 | -5.72 | 0.00 | -2.81 | | 1999 | N/A | N/A | N/A | 19.44 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 72 | 1802 | 4.00 | | 1-Month | 529 | 1890 | 27.99 | | 3-Month | 169 | 1884 | 8.97 | | 6-Month | 18 | 1827 | 0.99 | | 1-Year | 68 | 1797 | 3.78 | | 3-Year | 159 | 1518 | 10.47 | | 5-Year | 26 | 1251 | 2.08 |
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1.23% Nasdaq 
Performance
