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| Morningstar Return Rating: | Below average | | Year to Date Return: | 3.44% | | 5-Year Average Return: | 2.83% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 3.80% | |
Worst 1-Yr Total Return (2005): | 1.00% | |
Best 3-Yr Total Return (2006-8): | 3.27% | |
Worst 3-Yr Total Return (2004-6): | 1.85% |
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| 1-Year: | 5.64% | | 3-Year: | 3.21% | | 5-Year: | 2.66% | | 10-Year: | 3.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMMAX | Category | Diff | Index* | Diff | | Year To Date | 3.44 | 10.18 | -6.74 | 11.61 | -8.17 | | 1-Month | -1.78 | -1.87 | 0.09 | -2.10 | 0.32 | | 3-Month | 0.45 | 2.32 | -1.87 | 3.15 | -2.7 | | 1-Year | 7.06 | 11.23 | -4.17 | 13.60 | -6.54 | | 3-Year | 3.49 | 3.24 | 0.25 | 4.17 | -0.68 | | 5-Year | 2.83 | 3.05 | -0.22 | 4.15 | -1.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.58 | 7.93 | -4.35 | 9.40 | -5.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.13 | 4.52 | -0.39 | 5.67 | -1.54 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.04 | -2.81 | 5.85 | | 2007 | | | 3.80 | 2.05 | 1.75 | | 2006 | | | 2.96 | 3.77 | -0.81 | | 2005 | | | 1.00 | 2.08 | -1.08 | | 2004 | | | 1.59 | 2.88 | -1.29 | | 2003 | | | 3.83 | 4.03 | -0.20 | | 2002 | | | 8.06 | 8.12 | -0.06 | | 2001 | | | 4.38 | 4.37 | 0.01 | | 2000 | | | 8.71 | 9.62 | -0.91 | | 1999 | | | -1.61 | -2.66 | 1.05 |
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| PAST QUARTERLY RETURNS (%) FOR
AMMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.59 | -0.24 | 3.93 | N/A | | 2008 | 0.95 | -0.78 | -0.51 | 3.41 | | 2007 | 0.57 | -0.80 | 2.39 | 1.62 | | 2006 | -0.31 | -0.24 | 2.89 | 0.62 | | 2005 | -0.81 | 1.62 | -0.26 | 0.47 | | 2004 | 0.96 | -1.93 | 2.24 | 0.36 | | 2003 | 0.97 | 2.03 | 0.32 | 0.46 | | 2002 | 0.60 | 3.75 | 3.65 | -0.11 | | 2001 | 2.23 | 0.56 | 2.65 | -1.09 | | 2000 | 1.55 | 1.37 | 2.00 | 3.53 | | 1999 | N/A | N/A | N/A | -0.18 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 254 | 257 | 98.83 | | 1-Month | 35 | 257 | 13.62 | | 3-Month | 251 | 257 | 97.67 | | 6-Month | 249 | 257 | 96.89 | | 1-Year | 190 | 256 | 74.22 | | 3-Year | 72 | 247 | 29.15 | | 5-Year | 115 | 237 | 48.52 |
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1.23% Nasdaq 0.00%
Performance
