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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.44% | | 5-Year Average Return: | 5.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.39% | |
Worst 1-Yr Total Return (2005): | -5.92% | |
Best 3-Yr Total Return (2006-8): | 5.75% | |
Worst 3-Yr Total Return (2004-6): | 3.07% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PWFYX | Category | Diff | Index* | Diff | | Year To Date | 16.44 | 16.41 | 0.03 | 7.61 | 8.83 | | 1-Month | 3.51 | 2.04 | 1.47 | 1.29 | 2.22 | | 3-Month | 7.87 | 5.59 | 2.28 | 2.86 | 5.01 | | 1-Year | 28.45 | 24.00 | 4.45 | 11.63 | 16.82 | | 3-Year | 8.57 | 6.78 | 1.79 | 6.40 | 2.17 | | 5-Year | 5.64 | 4.92 | 0.72 | 5.49 | 0.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.34 | 18.89 | 3.45 | 7.06 | 15.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.38 | 7.91 | 0.47 | 7.94 | 0.44 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PWFYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.37 | -1.57 | 2.94 | | 2007 | | | 10.39 | 7.28 | 3.11 | | 2006 | | | 5.69 | 5.42 | 0.27 | | 2005 | | | -5.92 | -3.33 | -2.59 | | 2004 | | | 10.11 | 8.98 | 1.13 | | 2003 | | | 14.41 | 13.79 | 0.62 | | 2002 | | | 17.39 | 14.10 | 3.29 | | 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
PWFYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.75 | 9.71 | 9.34 | N/A | | 2008 | 10.08 | -5.03 | -7.40 | 4.72 | | 2007 | 0.98 | -0.79 | 6.93 | 3.04 | | 2006 | -0.28 | 3.01 | 0.63 | 2.24 | | 2005 | -2.60 | -1.49 | -0.34 | -1.60 | | 2004 | 1.47 | -2.93 | 3.26 | 8.26 | | 2003 | 3.04 | 4.68 | 1.72 | 4.28 | | 2002 | -1.29 | 10.38 | 3.36 | 4.25 | | 2001 | N/A | -1.47 | 6.00 | -2.97 | | 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 | 140 | 275 | 50.91 | | 1-Month | 255 | 300 | 85.00 | | 3-Month | 200 | 290 | 68.97 | | 6-Month | 40 | 286 | 13.99 | | 1-Year | 117 | 263 | 44.49 | | 3-Year | 37 | 189 | 19.58 | | 5-Year | 44 | 163 | 26.99 |
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