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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.41% | | 5-Year Average Return: | 2.50% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 7.91% | |
Worst 1-Yr Total Return (2008): | -23.57% | |
Best 3-Yr Total Return (2004-6): | 7.65% | |
Worst 3-Yr Total Return (2006-8): | -7.23% |
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| 1-Year: | 2.17% | | 3-Year: | -1.67% | | 5-Year: | 2.13% | | 10-Year: | 3.38% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AHMAX | Category | Diff | Index* | Diff | | Year To Date | 29.41 | 29.48 | -0.07 | 11.61 | 17.8 | | 1-Month | -1.99 | -2.20 | 0.21 | -2.10 | 0.11 | | 3-Month | 10.67 | 10.14 | 0.53 | 3.15 | 7.52 | | 1-Year | 17.29 | 16.26 | 1.03 | 13.60 | 3.69 | | 3-Year | -0.98 | -2.03 | 1.05 | 4.17 | -5.15 | | 5-Year | 2.50 | 1.59 | 0.91 | 4.15 | -1.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.65 | 22.77 | 0.88 | 9.40 | 14.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.96 | -6.33 | -1.63 | 5.67 | -13.63 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AHMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.57 | -25.27 | 1.70 | | 2007 | | | -2.83 | -3.31 | 0.48 | | 2006 | | | 7.49 | 7.14 | 0.35 | | 2005 | | | 7.91 | 6.35 | 1.56 | | 2004 | | | 7.55 | 6.57 | 0.98 | | 2003 | | | 5.84 | 7.01 | -1.17 | | 2002 | | | 7.22 | 6.29 | 0.93 | | 2001 | | | 6.87 | 5.41 | 1.46 | | 2000 | | | 3.78 | 5.54 | -1.76 | | 1999 | | | -7.62 | -3.71 | -3.91 |
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| PAST QUARTERLY RETURNS (%) FOR
AHMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.57 | 7.02 | 14.70 | N/A | | 2008 | -1.88 | 1.11 | -5.17 | -18.76 | | 2007 | 1.11 | 0.12 | -1.42 | -2.62 | | 2006 | 1.47 | 0.57 | 3.50 | 1.77 | | 2005 | 1.46 | 3.75 | 1.11 | 1.38 | | 2004 | 2.44 | -0.56 | 2.94 | 2.56 | | 2003 | 1.05 | 2.68 | 0.48 | 1.52 | | 2002 | 1.43 | 2.46 | 2.67 | 0.48 | | 2001 | 1.87 | 2.34 | 2.24 | 0.26 | | 2000 | 0.58 | 0.12 | 1.16 | 1.88 | | 1999 | N/A | N/A | N/A | -4.91 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 55 | 150 | 36.67 | | 1-Month | 63 | 152 | 41.45 | | 3-Month | 30 | 152 | 19.74 | | 6-Month | 51 | 150 | 34.00 | | 1-Year | 38 | 148 | 25.68 | | 3-Year | 46 | 129 | 35.66 | | 5-Year | 34 | 107 | 31.78 |
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