|
| Morningstar Return Rating: | High | | Year to Date Return: | 19.90% | | 5-Year Average Return: | 3.33% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 6.80% | |
Worst 1-Yr Total Return (2008): | -13.53% | |
Best 3-Yr Total Return (2004-6): | 6.44% | |
Worst 3-Yr Total Return (2006-8): | -3.03% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BCHYX | Category | Diff | Index* | Diff | | Year To Date | 19.90 | 16.73 | 3.17 | 11.61 | 8.29 | | 1-Month | -2.63 | -2.81 | 0.18 | -2.10 | -0.53 | | 3-Month | 7.87 | 6.10 | 1.77 | 3.15 | 4.72 | | 1-Year | 13.99 | 13.66 | 0.33 | 13.60 | 0.39 | | 3-Year | 1.34 | 1.59 | -0.25 | 4.17 | -2.83 | | 5-Year | 3.33 | 2.76 | 0.57 | 4.15 | -0.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.13 | 13.15 | 1.98 | 9.40 | 5.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.16 | 0.71 | -1.87 | 5.67 | -6.83 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -13.53 | -11.05 | -2.48 | | 2007 | | | -0.32 | 0.71 | -1.03 | | 2006 | | | 5.78 | 4.58 | 1.20 | | 2005 | | | 6.80 | 3.93 | 2.87 | | 2004 | | | 6.75 | 4.37 | 2.38 | | 2003 | | | 5.72 | 4.27 | 1.45 | | 2002 | | | 9.10 | 8.03 | 1.07 | | 2001 | | | 5.06 | 3.84 | 1.22 | | 2000 | | | 12.67 | 12.79 | -0.12 | | 1999 | | | -3.28 | -4.60 | 1.32 |
|
| PAST QUARTERLY RETURNS (%) FOR
BCHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.34 | 3.32 | 12.08 | N/A | | 2008 | -1.64 | 0.69 | -3.68 | -9.36 | | 2007 | 0.95 | -0.60 | -0.02 | -0.64 | | 2006 | 0.89 | 0.01 | 3.40 | 1.40 | | 2005 | 1.32 | 3.95 | 0.36 | 1.03 | | 2004 | 2.01 | -1.50 | 4.12 | 2.03 | | 2003 | 1.09 | 3.05 | -0.37 | 1.87 | | 2002 | 0.69 | 3.06 | 5.93 | -0.75 | | 2001 | 1.49 | 0.22 | 3.57 | -0.27 | | 2000 | 2.90 | 1.87 | 3.38 | 3.97 | | 1999 | N/A | N/A | N/A | -2.00 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 21 | 164 | 12.80 | | 1-Month | 96 | 164 | 58.54 | | 3-Month | 19 | 164 | 11.59 | | 6-Month | 18 | 164 | 10.98 | | 1-Year | 32 | 163 | 19.63 | | 3-Year | 86 | 152 | 56.58 | | 5-Year | 21 | 141 | 14.89 |
|
|
|
|
|
0.18% Nasdaq 0.00%
0.02 (0.22%) 
Performance
