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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.54% | | 5-Year Average Return: | 3.44% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 3.62% | |
Worst 1-Yr Total Return (2005): | 1.27% | |
Best 3-Yr Total Return (2006-8): | 2.89% | |
Worst 3-Yr Total Return (2004-6): | 2.22% |
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| 1-Year: | 6.30% | | 3-Year: | 3.27% | | 5-Year: | 2.83% | | 10-Year: | 4.08% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ANTEX | Category | Diff | Index* | Diff | | Year To Date | 6.54 | 11.18 | -4.64 | 12.53 | -5.99 | | 1-Month | 1.54 | 0.96 | 0.58 | 0.83 | 0.71 | | 3-Month | 1.74 | 2.23 | -0.49 | 2.25 | -0.51 | | 1-Year | 8.01 | 12.15 | -4.14 | 14.17 | -6.16 | | 3-Year | 3.76 | 3.59 | 0.17 | 4.17 | -0.41 | | 5-Year | 3.44 | 3.57 | -0.13 | 4.50 | -1.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.62 | 8.53 | -3.91 | 9.40 | -4.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.08 | 4.48 | -0.4 | 5.67 | -1.59 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ANTEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.70 | -2.32 | 4.02 | | 2007 | | | 3.62 | 2.75 | 0.87 | | 2006 | | | 3.34 | 3.67 | -0.33 | | 2005 | | | 1.27 | 1.80 | -0.53 | | 2004 | | | 2.06 | 2.83 | -0.77 | | 2003 | | | 3.73 | 4.10 | -0.37 | | 2002 | | | 8.15 | 8.57 | -0.42 | | 2001 | | | 4.48 | 4.39 | 0.09 | | 2000 | | | 8.87 | 9.16 | -0.29 | | 1999 | | | -0.91 | -2.06 | 1.15 |
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| PAST QUARTERLY RETURNS (%) FOR
ANTEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.15 | 0.52 | 4.21 | N/A | | 2008 | 0.49 | -0.42 | -0.76 | 2.41 | | 2007 | 0.49 | -0.73 | 2.06 | 1.77 | | 2006 | -0.19 | -0.10 | 2.94 | 0.68 | | 2005 | -0.67 | 1.80 | -0.38 | 0.52 | | 2004 | 1.06 | -2.16 | 2.79 | 0.42 | | 2003 | 0.99 | 1.83 | 0.19 | 0.67 | | 2002 | 0.65 | 3.66 | 3.48 | 0.17 | | 2001 | 2.25 | 0.45 | 2.53 | -0.79 | | 2000 | 1.80 | 1.31 | 2.04 | 3.45 | | 1999 | N/A | N/A | N/A | 0.05 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 233 | 246 | 94.72 | | 1-Month | 97 | 263 | 36.88 | | 3-Month | 161 | 256 | 62.89 | | 6-Month | 227 | 253 | 89.72 | | 1-Year | 191 | 244 | 78.28 | | 3-Year | 78 | 219 | 35.62 | | 5-Year | 96 | 197 | 48.73 |
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