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| Morningstar Return Rating: | | | Year to Date Return: | 11.75% | | 5-Year Average Return: | 2.17% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -6.96% | |
Worst 1-Yr Total Return (2008): | -6.96% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 11.47% | | 3-Year: | 2.91% | | 5-Year: | 2.99% | | 10-Year: | 4.25% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ALTCX | Category | Diff | Index* | Diff | | Year To Date | 11.75 | 16.73 | -4.98 | 11.61 | 0.14 | | 1-Month | -3.13 | -2.81 | -0.32 | -2.10 | -1.03 | | 3-Month | 4.12 | 6.10 | -1.98 | 3.15 | 0.97 | | 1-Year | 10.96 | 13.66 | -2.7 | 13.60 | -2.64 | | 3-Year | 1.61 | 1.59 | 0.02 | 4.17 | -2.56 | | 5-Year | 2.17 | 2.76 | -0.59 | 4.15 | -1.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.86 | 13.15 | -3.29 | 9.40 | 0.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.43 | 0.71 | 1.72 | 5.67 | -3.24 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ALTCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.96 | -11.05 | 4.09 | | 2007 | | | N/A | 0.71 | N/A | | 2006 | | | N/A | 4.58 | N/A | | 2005 | | | N/A | 3.93 | N/A | | 2004 | | | N/A | 4.37 | N/A | | 2003 | | | N/A | 4.27 | N/A | | 2002 | | | N/A | 8.03 | N/A | | 2001 | | | N/A | 3.84 | N/A | | 2000 | | | N/A | 12.79 | N/A | | 1999 | | | N/A | -4.60 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ALTCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.83 | 1.85 | 9.09 | N/A | | 2008 | -1.26 | 0.34 | -3.67 | -2.51 | | 2007 | N/A | N/A | N/A | 0.55 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 137 | 164 | 83.54 | | 1-Month | 95 | 164 | 57.93 | | 3-Month | 134 | 164 | 81.71 | | 6-Month | 134 | 164 | 81.71 | | 1-Year | 115 | 163 | 70.55 | | 3-Year | | 152 | N/A | | 5-Year | | 141 | N/A |
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0.22% Nasdaq 
Performance
