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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.05% | | 5-Year Average Return: | 5.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.08% | |
Worst 1-Yr Total Return (2005): | -6.21% | |
Best 3-Yr Total Return (2006-8): | 5.40% | |
Worst 3-Yr Total Return (2004-6): | 2.73% |
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| 1-Year: | 11.46% | | 3-Year: | 6.56% | | 5-Year: | 4.84% | | 10-Year: | 5.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PWFAX | Category | Diff | Index* | Diff | | Year To Date | 16.05 | 16.41 | -0.36 | 7.61 | 8.44 | | 1-Month | 3.56 | 2.04 | 1.52 | 1.29 | 2.27 | | 3-Month | 7.76 | 5.59 | 2.17 | 2.86 | 4.9 | | 1-Year | 27.96 | 24.00 | 3.96 | 11.63 | 16.33 | | 3-Year | 8.21 | 6.78 | 1.43 | 6.40 | 1.81 | | 5-Year | 5.30 | 4.92 | 0.38 | 5.49 | -0.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.06 | 18.89 | 3.17 | 7.06 | 15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.99 | 7.91 | 0.08 | 7.94 | 0.05 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PWFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.02 | -1.57 | 2.59 | | 2007 | | | 10.08 | 7.28 | 2.80 | | 2006 | | | 5.30 | 5.42 | -0.12 | | 2005 | | | -6.21 | -3.33 | -2.88 | | 2004 | | | 9.77 | 8.98 | 0.79 | | 2003 | | | 14.15 | 13.79 | 0.36 | | 2002 | | | 16.96 | 14.10 | 2.86 | | 2001 | | | -1.47 | 1.95 | -3.42 | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PWFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.91 | 9.72 | 9.23 | N/A | | 2008 | 9.97 | -5.18 | -7.39 | 4.61 | | 2007 | 0.98 | -0.97 | 6.93 | 2.95 | | 2006 | -0.37 | 3.01 | 0.45 | 2.14 | | 2005 | -2.68 | -1.57 | -0.42 | -1.68 | | 2004 | 1.39 | -2.99 | 3.09 | 8.26 | | 2003 | 2.96 | 4.68 | 1.56 | 4.28 | | 2002 | -1.46 | 10.41 | 3.19 | 4.17 | | 2001 | -2.75 | -1.46 | 5.93 | -2.94 | | 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 | 145 | 275 | 52.73 | | 1-Month | 258 | 300 | 86.00 | | 3-Month | 208 | 290 | 71.72 | | 6-Month | 42 | 286 | 14.69 | | 1-Year | 125 | 263 | 47.53 | | 3-Year | 45 | 189 | 23.81 | | 5-Year | 63 | 163 | 38.65 |
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0.02% Nasdaq 0.00%
Performance
