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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.42% | | 5-Year Average Return: | 4.54% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.22% | |
Worst 1-Yr Total Return (2005): | -6.98% | |
Best 3-Yr Total Return (2006-8): | 4.62% | |
Worst 3-Yr Total Return (2004-6): | 1.98% |
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| 1-Year: | 10.77% | | 3-Year: | 6.53% | | 5-Year: | 4.69% | | 10-Year: | 4.71% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PWFBX | Category | Diff | Index* | Diff | | Year To Date | 11.42 | 14.19 | -2.77 | 6.24 | 5.18 | | 1-Month | 0.46 | 0.74 | -0.28 | 0.49 | -0.03 | | 3-Month | 5.41 | 5.11 | 0.3 | 2.60 | 2.81 | | 1-Year | 23.88 | 22.15 | 1.73 | 13.79 | 10.09 | | 3-Year | 7.25 | 6.75 | 0.5 | 6.35 | 0.9 | | 5-Year | 4.54 | 5.08 | -0.54 | 5.05 | -0.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.58 | 18.82 | 2.76 | 7.06 | 14.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.14 | 7.98 | -0.84 | 7.94 | -0.8 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PWFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.25 | -1.57 | 1.82 | | 2007 | | | 9.22 | 7.28 | 1.94 | | 2006 | | | 4.57 | 5.42 | -0.85 | | 2005 | | | -6.98 | -3.33 | -3.65 | | 2004 | | | 9.02 | 8.98 | 0.04 | | 2003 | | | 13.28 | 13.79 | -0.51 | | 2002 | | | 16.15 | 14.10 | 2.05 | | 2001 | | | N/A | 1.95 | N/A | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PWFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.07 | 9.48 | 9.00 | N/A | | 2008 | 9.75 | -5.35 | -7.56 | 4.39 | | 2007 | 0.78 | -1.15 | 6.71 | 2.74 | | 2006 | -0.56 | 2.81 | 0.26 | 2.02 | | 2005 | -2.93 | -1.75 | -0.61 | -1.87 | | 2004 | 1.20 | -3.17 | 2.89 | 8.13 | | 2003 | 2.76 | 4.40 | 1.45 | 4.08 | | 2002 | -1.65 | 10.19 | 3.09 | 3.97 | | 2001 | N/A | -1.68 | 5.72 | -3.13 | | 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 | 138 | 272 | 50.74 | | 1-Month | 119 | 292 | 40.75 | | 3-Month | 45 | 287 | 15.68 | | 6-Month | 56 | 282 | 19.86 | | 1-Year | 51 | 260 | 19.62 | | 3-Year | 58 | 188 | 30.85 | | 5-Year | 88 | 163 | 53.99 |
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0.12% Nasdaq 
Performance
