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| Morningstar Return Rating: | Below average | | Year to Date Return: | 29.84% | | 5-Year Average Return: | -0.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.03% | |
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: | -8.00% | | 3-Year: | -3.91% | | 5-Year: | 0.82% | | 10-Year: | 1.39% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PUMBX | Category | Diff | Index* | Diff | | Year To Date | 29.84 | 31.59 | -1.75 | 24.07 | 5.77 | | 1-Month | 3.84 | 4.49 | -0.65 | 6.00 | -2.16 | | 3-Month | 4.69 | 6.16 | -1.47 | 7.91 | -3.22 | | 1-Year | 35.49 | 35.24 | 0.25 | 25.39 | 10.1 | | 3-Year | -6.02 | -5.04 | -0.98 | -5.79 | -0.23 | | 5-Year | -0.87 | 1.47 | -2.34 | 0.71 | -1.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.34 | 48.99 | 3.35 | 45.76 | 6.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.59 | -20.53 | 0.94 | -18.25 | -1.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PUMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PUMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.06 | 20.51 | 15.14 | N/A | | 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 | | 1999 | 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 | 463 | 827 | 55.99 | | 1-Month | 193 | 881 | 21.91 | | 3-Month | 571 | 879 | 64.96 | | 6-Month | 680 | 862 | 78.89 | | 1-Year | 327 | 825 | 39.64 | | 3-Year | 376 | 734 | 51.23 | | 5-Year | 426 | 632 | 67.41 |
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0.03% Nasdaq 
0.02 (0.18%) 
Performance
