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| Morningstar Return Rating: | Above average | | Year to Date Return: | 32.49% | | 5-Year Average Return: | 2.05% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 38.73% | |
Worst 1-Yr Total Return (2008): | -44.77% | |
Best 3-Yr Total Return (2004-6): | 29.10% | |
Worst 3-Yr Total Return (2006-8): | -11.77% |
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| 1-Year: | -13.89% | | 3-Year: | -10.47% | | 5-Year: | 3.83% | | 10-Year: | 11.48% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PURBX | Category | Diff | Index* | Diff | | Year To Date | 32.49 | 33.38 | -0.89 | 29.91 | 2.58 | | 1-Month | 3.53 | 2.58 | 0.95 | 2.00 | 1.53 | | 3-Month | 6.39 | 6.33 | 0.06 | 4.58 | 1.81 | | 1-Year | 45.23 | 43.28 | 1.95 | 37.72 | 7.51 | | 3-Year | -12.59 | -12.12 | -0.47 | -5.52 | -7.07 | | 5-Year | 2.05 | 1.63 | 0.42 | 4.13 | -2.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 79.35 | 77.55 | 1.8 | 59.35 | 20 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.06 | -16.08 | -4.98 | -14.95 | -6.11 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PURBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.77 | -46.63 | 1.86 | | 2007 | | | -7.81 | -7.68 | -0.13 | | 2006 | | | 34.87 | 39.00 | -4.13 | | 2005 | | | 15.00 | 13.40 | 1.60 | | 2004 | | | 38.73 | 35.79 | 2.94 | | 2003 | | | 45.13 | 41.26 | 3.87 | | 2002 | | | 6.57 | 5.60 | 0.97 | | 2001 | | | 7.22 | 7.01 | 0.21 | | 2000 | | | 16.46 | 19.66 | -3.20 | | 1999 | | | 3.08 | -0.11 | 3.19 |
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| PAST QUARTERLY RETURNS (%) FOR
PURBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -22.31 | 36.33 | 23.78 | N/A | | 2008 | -5.32 | -6.99 | -9.24 | -30.90 | | 2007 | 7.00 | -7.14 | 3.41 | -10.27 | | 2006 | 14.42 | -1.33 | 8.38 | 10.22 | | 2005 | -6.26 | 12.90 | 4.10 | 4.39 | | 2004 | 13.56 | -5.62 | 10.12 | 17.53 | | 2003 | 1.97 | 15.24 | 11.16 | 11.09 | | 2002 | 7.10 | 7.94 | -8.00 | 0.21 | | 2001 | -2.80 | 9.43 | -3.74 | 4.72 | | 2000 | -0.13 | 4.87 | 6.99 | 3.94 | | 1999 | N/A | N/A | N/A | 6.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 57 | 151 | 37.75 | | 1-Month | 28 | 159 | 17.61 | | 3-Month | 68 | 159 | 42.77 | | 6-Month | 88 | 155 | 56.77 | | 1-Year | 35 | 149 | 23.49 | | 3-Year | 31 | 83 | 37.35 | | 5-Year | 9 | 26 | 34.62 |
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0.20% Nasdaq 
Performance
