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| Morningstar Return Rating: | High | | Year to Date Return: | 81.80% | | 5-Year Average Return: | 7.54% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 20.75% | |
Worst 1-Yr Total Return (2008): | -36.12% | |
Best 3-Yr Total Return (2004-6): | 12.73% | |
Worst 3-Yr Total Return (2006-8): | -10.16% |
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| 1-Year: | 50.08% | | 3-Year: | 5.88% | | 5-Year: | 8.20% | | 10-Year: | 9.41% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PUFBX | Category | Diff | Index* | Diff | | Year To Date | 81.80 | 24.03 | 57.77 | 24.07 | 57.73 | | 1-Month | 4.33 | 3.09 | 1.24 | 6.00 | -1.67 | | 3-Month | 6.02 | 0.88 | 5.14 | 7.91 | -1.89 | | 1-Year | 90.22 | 25.06 | 65.16 | 25.39 | 64.83 | | 3-Year | 4.29 | -14.98 | 19.27 | -5.79 | 10.08 | | 5-Year | 7.54 | -5.72 | 13.26 | 0.71 | 6.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 104.59 | 76.37 | 28.22 | 45.76 | 58.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 28.50 | -13.82 | 42.32 | -18.25 | 46.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PUFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.12 | -43.91 | 7.79 | | 2007 | | | -5.99 | -11.64 | 5.65 | | 2006 | | | 20.75 | 16.90 | 3.85 | | 2005 | | | 3.10 | 6.74 | -3.64 | | 2004 | | | 15.08 | 14.02 | 1.06 | | 2003 | | | 28.64 | 33.56 | -4.92 | | 2002 | | | -13.98 | -10.28 | -3.70 | | 2001 | | | -2.20 | -2.05 | -0.15 | | 2000 | | | 33.77 | 27.74 | 6.03 | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PUFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.43 | 37.52 | 27.28 | N/A | | 2008 | -16.96 | -1.26 | -8.17 | -15.16 | | 2007 | -2.00 | 5.12 | -2.05 | -6.83 | | 2006 | 6.95 | -4.48 | 7.00 | 10.47 | | 2005 | -7.19 | 4.84 | 2.30 | 3.58 | | 2004 | 7.26 | -4.35 | 2.75 | 9.17 | | 2003 | -5.07 | 19.08 | 2.25 | 11.29 | | 2002 | 4.52 | -6.79 | -18.12 | 7.84 | | 2001 | -6.19 | 9.38 | -11.51 | 7.71 | | 2000 | -1.53 | 0.33 | 23.48 | 9.64 | | 1999 | N/A | N/A | N/A | 8.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 5 | 129 | 3.88 | | 1-Month | 87 | 129 | 67.44 | | 3-Month | 20 | 129 | 15.50 | | 6-Month | 21 | 129 | 16.28 | | 1-Year | 4 | 122 | 3.28 | | 3-Year | 6 | 107 | 5.61 | | 5-Year | 6 | 101 | 5.94 |
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0.01% Nasdaq 0.00%
Performance
