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| Morningstar Return Rating: | Average | | Year to Date Return: | -0.27% | | 5-Year Average Return: | 4.39% | | 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 (2007-9): | 7.25% | |
Worst 3-Yr Total Return (2005-7): | 3.16% |
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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 | -0.27 | 0.52 | -0.79 | 1.53 | -1.8 | | 1-Month | -0.27 | 0.52 | -0.79 | 1.53 | -1.8 | | 3-Month | -2.26 | 0.13 | -2.39 | 1.23 | -3.49 | | 1-Year | 16.21 | 16.37 | -0.16 | 8.51 | 7.7 | | 3-Year | 7.75 | 6.86 | 0.89 | 6.60 | 1.15 | | 5-Year | 4.39 | 4.46 | -0.07 | 5.16 | -0.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.34 | 18.51 | 3.83 | 7.06 | 15.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.38 | 8.15 | 0.23 | 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 | | | 10.25 | 13.12 | -2.87 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
PWFYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.75 | 9.71 | 9.34 | -1.44 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 262 | 298 | 87.92 | | 1-Month | 256 | 298 | 85.91 | | 3-Month | 264 | 294 | 89.80 | | 6-Month | 213 | 284 | 75.00 | | 1-Year | 89 | 269 | 33.09 | | 3-Year | 45 | 186 | 24.19 | | 5-Year | 66 | 159 | 41.51 |
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