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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.54% | | 5-Year Average Return: | 4.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.53% | |
Worst 1-Yr Total Return (2005): | -6.67% | |
Best 3-Yr Total Return (2006-8): | 4.88% | |
Worst 3-Yr Total Return (2004-6): | 2.22% |
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| 1-Year: | 15.39% | | 3-Year: | 7.68% | | 5-Year: | 5.29% | | 10-Year: | 4.96% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PWFCX | Category | Diff | Index* | Diff | | Year To Date | 15.54 | 16.41 | -0.87 | 7.61 | 7.93 | | 1-Month | 3.52 | 2.04 | 1.48 | 1.29 | 2.23 | | 3-Month | 7.63 | 5.59 | 2.04 | 2.86 | 4.77 | | 1-Year | 27.34 | 24.00 | 3.34 | 11.63 | 15.71 | | 3-Year | 7.68 | 6.78 | 0.9 | 6.40 | 1.28 | | 5-Year | 4.78 | 4.92 | -0.14 | 5.49 | -0.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.72 | 18.89 | 2.83 | 7.06 | 14.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.46 | 7.91 | -0.45 | 7.94 | -0.48 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PWFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.52 | -1.57 | 2.09 | | 2007 | | | 9.53 | 7.28 | 2.25 | | 2006 | | | 4.78 | 5.42 | -0.64 | | 2005 | | | -6.67 | -3.33 | -3.34 | | 2004 | | | 9.24 | 8.98 | 0.26 | | 2003 | | | 13.59 | 13.79 | -0.20 | | 2002 | | | 16.45 | 14.10 | 2.35 | | 2001 | | | -2.13 | 1.95 | -4.08 | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PWFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.93 | 9.47 | 9.10 | N/A | | 2008 | 9.83 | -5.30 | -7.50 | 4.48 | | 2007 | 0.85 | -1.09 | 6.80 | 2.82 | | 2006 | -0.49 | 2.88 | 0.33 | 2.01 | | 2005 | -2.79 | -1.69 | -0.54 | -1.80 | | 2004 | 1.27 | -3.12 | 2.96 | 8.13 | | 2003 | 2.84 | 4.56 | 1.43 | 4.15 | | 2002 | -1.49 | 10.17 | 3.15 | 4.02 | | 2001 | -2.94 | -1.58 | 5.80 | -3.16 | | 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 | 159 | 275 | 57.82 | | 1-Month | 252 | 300 | 84.00 | | 3-Month | 226 | 290 | 77.93 | | 6-Month | 45 | 286 | 15.73 | | 1-Year | 136 | 263 | 51.71 | | 3-Year | 55 | 189 | 29.10 | | 5-Year | 92 | 163 | 56.44 |
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0.01% Nasdaq 0.00%
Performance
