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| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.86% | | 5-Year Average Return: | 3.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 4.57% | |
Worst 1-Yr Total Return (2008): | -4.88% | |
Best 3-Yr Total Return (2004-6): | 4.01% | |
Worst 3-Yr Total Return (2006-8): | 0.26% |
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| 1-Year: | 7.45% | | 3-Year: | 2.82% | | 5-Year: | 3.51% | | 10-Year: | 4.63% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMIBX | Category | Diff | Index* | Diff | | Year To Date | 10.86 | 17.75 | -6.89 | 11.61 | -0.75 | | 1-Month | -1.11 | -2.09 | 0.98 | -2.10 | 0.99 | | 3-Month | 2.27 | 4.75 | -2.48 | 3.15 | -0.88 | | 1-Year | 11.51 | 14.96 | -3.45 | 13.60 | -2.09 | | 3-Year | 2.57 | 2.12 | 0.45 | 4.17 | -1.6 | | 5-Year | 3.08 | 3.17 | -0.09 | 4.15 | -1.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.87 | 12.86 | -4.99 | 9.40 | -1.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.67 | 2.60 | 1.07 | 5.67 | -2 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.88 | -10.07 | 5.19 | | 2007 | | | 2.02 | 1.65 | 0.37 | | 2006 | | | 3.85 | 4.41 | -0.56 | | 2005 | | | 3.62 | 2.96 | 0.66 | | 2004 | | | 4.57 | 3.84 | 0.73 | | 2003 | | | 4.00 | 4.79 | -0.79 | | 2002 | | | 7.42 | 8.53 | -1.11 | | 2001 | | | 5.33 | 4.32 | 1.01 | | 2000 | | | 11.66 | 11.02 | 0.64 | | 1999 | | | -3.55 | -4.34 | 0.79 |
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| PAST QUARTERLY RETURNS (%) FOR
AMIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.42 | 2.61 | 4.62 | N/A | | 2008 | -0.14 | -0.17 | -3.15 | -1.48 | | 2007 | 0.61 | -0.79 | 1.37 | 0.83 | | 2006 | 0.26 | -0.24 | 2.96 | 0.84 | | 2005 | 0.23 | 2.92 | -0.20 | 0.65 | | 2004 | 1.70 | -2.27 | 3.66 | 1.49 | | 2003 | 1.02 | 1.80 | -0.69 | 1.83 | | 2002 | 0.91 | 2.74 | 3.79 | -0.17 | | 2001 | 1.32 | 1.12 | 3.33 | -0.51 | | 2000 | 3.85 | 1.18 | 2.86 | 3.32 | | 1999 | N/A | N/A | N/A | -2.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 324 | 338 | 95.86 | | 1-Month | 10 | 346 | 2.89 | | 3-Month | 342 | 346 | 98.84 | | 6-Month | 332 | 339 | 97.94 | | 1-Year | 245 | 338 | 72.49 | | 3-Year | 134 | 320 | 41.88 | | 5-Year | 115 | 285 | 40.35 |
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0.22% Nasdaq 0.00%
Performance
