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| Morningstar Return Rating: | Above average | | Year to Date Return: | 12.67% | | 5-Year Average Return: | 3.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.88% | |
Worst 1-Yr Total Return (2008): | -6.02% | |
Best 3-Yr Total Return (2004-6): | 4.10% | |
Worst 3-Yr Total Return (2006-8): | 0.04% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BCLTX | Category | Diff | Index* | Diff | | Year To Date | 12.67 | 16.73 | -4.06 | 11.61 | 1.06 | | 1-Month | -3.05 | -2.81 | -0.24 | -2.10 | -0.95 | | 3-Month | 4.38 | 6.10 | -1.72 | 3.15 | 1.23 | | 1-Year | 12.03 | 13.66 | -1.63 | 13.60 | -1.57 | | 3-Year | 2.63 | 1.59 | 1.04 | 4.17 | -1.54 | | 5-Year | 3.20 | 2.76 | 0.44 | 4.15 | -0.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.48 | 13.15 | -2.67 | 9.40 | 1.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.46 | 0.71 | 2.75 | 5.67 | -2.21 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCLTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.02 | -11.05 | 5.03 | | 2007 | | | 1.59 | 0.71 | 0.88 | | 2006 | | | 4.88 | 4.58 | 0.30 | | 2005 | | | 3.32 | 3.93 | -0.61 | | 2004 | | | 4.12 | 4.37 | -0.25 | | 2003 | | | 4.51 | 4.27 | 0.24 | | 2002 | | | 8.69 | 8.03 | 0.66 | | 2001 | | | 4.27 | 3.84 | 0.43 | | 2000 | | | 14.89 | 12.79 | 2.10 | | 1999 | | | -5.21 | -4.60 | -0.61 |
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| PAST QUARTERLY RETURNS (%) FOR
BCLTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.08 | 2.10 | 9.36 | N/A | | 2008 | -1.02 | 0.59 | -3.42 | -2.26 | | 2007 | 0.83 | -0.83 | 0.79 | 0.80 | | 2006 | 0.38 | -0.12 | 3.37 | 1.21 | | 2005 | -0.23 | 3.04 | -0.23 | 0.73 | | 2004 | 1.32 | -2.55 | 4.11 | 1.29 | | 2003 | 0.63 | 2.95 | -0.63 | 1.53 | | 2002 | 0.26 | 3.56 | 5.67 | -0.93 | | 2001 | 1.24 | -0.36 | 4.30 | -0.89 | | 2000 | 4.24 | 1.69 | 3.04 | 5.19 | | 1999 | N/A | N/A | N/A | -1.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 116 | 164 | 70.73 | | 1-Month | 80 | 164 | 48.78 | | 3-Month | 121 | 164 | 73.78 | | 6-Month | 101 | 164 | 61.59 | | 1-Year | 92 | 163 | 56.44 | | 3-Year | 31 | 152 | 20.39 | | 5-Year | 28 | 141 | 19.86 |
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0.34% Nasdaq 0.00%
Performance
