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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.34% | | 5-Year Average Return: | 5.34% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 9.68% | |
Worst 1-Yr Total Return (2005): | -7.62% | |
Best 3-Yr Total Return (2006-8): | 3.27% | |
Worst 3-Yr Total Return (2005-7): | 1.92% |
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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 | PZTRX | Category | Diff | Index* | Diff | | Year To Date | 20.34 | 14.19 | 6.15 | 6.24 | 14.1 | | 1-Month | 0.42 | 0.74 | -0.32 | 0.49 | -0.07 | | 3-Month | 6.59 | 5.11 | 1.48 | 2.60 | 3.99 | | 1-Year | 31.62 | 22.15 | 9.47 | 13.79 | 17.83 | | 3-Year | 8.44 | 6.75 | 1.69 | 6.35 | 2.09 | | 5-Year | 5.34 | 5.08 | 0.26 | 5.05 | 0.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.84 | 18.82 | 9.02 | 7.06 | 20.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.54 | 7.98 | 2.56 | 7.94 | 2.6 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PZTRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.89 | -1.57 | -2.32 | | 2007 | | | 8.28 | 7.28 | 1.00 | | 2006 | | | 5.84 | 5.42 | 0.42 | | 2005 | | | -7.62 | -3.33 | -4.29 | | 2004 | | | 9.68 | 8.98 | 0.70 | | 2003 | | | 13.71 | 13.79 | -0.08 | | 2002 | | | 10.37 | 14.10 | -3.73 | | 2001 | | | 0.10 | 1.95 | -1.85 | | 2000 | | | 3.76 | 3.21 | 0.55 | | 1999 | | | -3.75 | -2.86 | -0.89 |
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| PAST QUARTERLY RETURNS (%) FOR
PZTRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.53 | 12.55 | 11.53 | N/A | | 2008 | 6.10 | -3.18 | -6.92 | 0.50 | | 2007 | 1.22 | -1.32 | 5.80 | 2.46 | | 2006 | -0.88 | 1.44 | 1.67 | 3.54 | | 2005 | -3.05 | -2.13 | -1.00 | -1.66 | | 2004 | 1.15 | -3.51 | 3.14 | 8.95 | | 2003 | 3.08 | 3.61 | 1.56 | 4.84 | | 2002 | -0.15 | 4.01 | 2.19 | 3.99 | | 2001 | 1.20 | -1.65 | 2.36 | -1.75 | | 2000 | 0.33 | -0.35 | -0.21 | 4.00 | | 1999 | N/A | N/A | N/A | -0.87 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 40 | 272 | 14.71 | | 1-Month | 157 | 292 | 53.77 | | 3-Month | 34 | 287 | 11.85 | | 6-Month | 28 | 282 | 9.93 | | 1-Year | 18 | 260 | 6.92 | | 3-Year | 35 | 188 | 18.62 | | 5-Year | 51 | 163 | 31.29 |
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