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| Morningstar Return Rating: | Low | | Year to Date Return: | 13.14% | | 5-Year Average Return: | 2.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 2.71% | |
Worst 1-Yr Total Return (2008): | -5.82% | |
Best 3-Yr Total Return (2004-6): | 2.32% | |
Worst 3-Yr Total Return (2006-8): | -0.81% |
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| 1-Year: | 5.31% | | 3-Year: | 2.13% | | 5-Year: | 2.39% | | 10-Year: | 3.86% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AMTBX | Category | Diff | Index* | Diff | | Year To Date | 13.14 | 10.18 | 2.96 | 11.61 | 1.53 | | 1-Month | -1.24 | -1.87 | 0.63 | -2.10 | 0.86 | | 3-Month | 3.44 | 2.32 | 1.12 | 3.15 | 0.29 | | 1-Year | 12.30 | 11.23 | 1.07 | 13.60 | -1.3 | | 3-Year | 2.49 | 3.24 | -0.75 | 4.17 | -1.68 | | 5-Year | 2.37 | 3.05 | -0.68 | 4.15 | -1.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.66 | 7.93 | 1.73 | 9.40 | 0.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.05 | 4.52 | -1.47 | 5.67 | -2.62 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AMTBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.82 | -2.81 | -3.01 | | 2007 | | | 0.88 | 2.05 | -1.17 | | 2006 | | | 2.71 | 3.77 | -1.06 | | 2005 | | | 1.54 | 2.08 | -0.54 | | 2004 | | | 2.70 | 2.88 | -0.18 | | 2003 | | | 3.91 | 4.03 | -0.12 | | 2002 | | | 7.46 | 8.12 | -0.66 | | 2001 | | | 3.85 | 4.37 | -0.52 | | 2000 | | | 9.39 | 9.62 | -0.23 | | 1999 | | | N/A | -2.66 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
AMTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.64 | 2.97 | 6.33 | N/A | | 2008 | -0.55 | 0.65 | -2.29 | -3.71 | | 2007 | 0.44 | -0.65 | 0.56 | 0.53 | | 2006 | -0.23 | -0.22 | 2.57 | 0.59 | | 2005 | -0.80 | 2.43 | -0.41 | 0.35 | | 2004 | 1.05 | -2.28 | 3.15 | 0.83 | | 2003 | 0.88 | 2.03 | -0.08 | 1.04 | | 2002 | 0.54 | 3.37 | 3.96 | -0.54 | | 2001 | 1.68 | 0.49 | 2.38 | -0.73 | | 2000 | 2.14 | 0.86 | 1.99 | 4.10 | | 1999 | N/A | N/A | N/A | -1.27 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 46 | 257 | 17.90 | | 1-Month | 82 | 257 | 31.91 | | 3-Month | 35 | 257 | 13.62 | | 6-Month | 35 | 257 | 13.62 | | 1-Year | 58 | 256 | 22.66 | | 3-Year | 143 | 247 | 57.89 | | 5-Year | 146 | 237 | 61.60 |
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