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| Morningstar Return Rating: | Below average | | Year to Date Return: | -3.18% | | 5-Year Average Return: | -0.52% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 38.94% | |
Worst 1-Yr Total Return (2008): | -44.30% | |
Best 3-Yr Total Return (2005-7): | 8.04% | |
Worst 3-Yr Total Return (2006-8): | -11.72% |
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| 1-Year: | 33.94% | | 3-Year: | -4.62% | | 5-Year: | -0.76% | | 10-Year: | -1.37% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PUMBX | Category | Diff | Index* | Diff | | Year To Date | -3.18 | -4.57 | 1.39 | -3.60 | 0.42 | | 1-Month | -3.18 | -4.57 | 1.39 | -3.60 | 0.42 | | 3-Month | 7.58 | 5.39 | 2.19 | 4.16 | 3.42 | | 1-Year | 43.59 | 39.73 | 3.86 | 33.14 | 10.45 | | 3-Year | -5.45 | -5.54 | 0.09 | -7.24 | 1.79 | | 5-Year | -0.52 | 1.43 | -1.95 | 0.18 | -0.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.34 | 49.32 | 3.02 | 45.76 | 6.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.59 | -20.58 | 0.99 | -18.25 | -1.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PUMBX | Category | Diff | | 2009 | | | 38.94 | 39.11 | -0.17 | | 2008 | | | -44.30 | -43.77 | -0.53 | | 2007 | | | 15.03 | 15.09 | -0.06 | | 2006 | | | 7.37 | 9.00 | -1.63 | | 2005 | | | 2.11 | 9.84 | -7.73 | | 2004 | | | 9.81 | 13.23 | -3.42 | | 2003 | | | 36.17 | 35.96 | 0.21 | | 2002 | | | -20.86 | -27.24 | 6.38 | | 2001 | | | -15.05 | -19.98 | 4.93 | | 2000 | | | N/A | -4.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PUMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.06 | 20.51 | 15.14 | 5.47 | | 2008 | -16.76 | 4.06 | -12.52 | -26.49 | | 2007 | 4.91 | 8.64 | 3.47 | -2.46 | | 2006 | 11.45 | -8.87 | -1.89 | 7.76 | | 2005 | -4.84 | 3.07 | 2.15 | 1.92 | | 2004 | 3.60 | -3.48 | -3.80 | 14.15 | | 2003 | -3.89 | 19.15 | 4.28 | 14.02 | | 2002 | -2.42 | -9.68 | -17.44 | 8.75 | | 2001 | -26.62 | 24.49 | -26.55 | 26.60 | | 2000 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 154 | 857 | 17.97 | | 1-Month | 248 | 857 | 28.94 | | 3-Month | 85 | 851 | 9.99 | | 6-Month | 447 | 845 | 52.90 | | 1-Year | 249 | 804 | 30.97 | | 3-Year | 331 | 719 | 46.04 | | 5-Year | 403 | 622 | 64.79 |
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0.03% Nasdaq 
0.16%
Performance
