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| Morningstar Return Rating: | Above average | | Year to Date Return: | 12.59% | | 5-Year Average Return: | 3.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.20% | |
Worst 1-Yr Total Return (2008): | -4.10% | |
Best 3-Yr Total Return (2004-6): | 3.41% | |
Worst 3-Yr Total Return (2006-8): | 0.71% |
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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 | BRTIX | Category | Diff | Index* | Diff | | Year To Date | 12.59 | 16.19 | -3.6 | 11.61 | 0.98 | | 1-Month | -2.73 | -2.45 | -0.28 | -2.10 | -0.63 | | 3-Month | 4.17 | 4.74 | -0.57 | 3.15 | 1.02 | | 1-Year | 12.63 | 14.22 | -1.59 | 13.60 | -0.97 | | 3-Year | 3.47 | 2.04 | 1.43 | 4.17 | -0.7 | | 5-Year | 3.42 | 2.84 | 0.58 | 4.15 | -0.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.61 | 12.77 | -1.16 | 9.40 | 2.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.02 | 2.31 | 2.71 | 5.67 | -0.65 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRTIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.10 | -9.45 | 5.35 | | 2007 | | | 2.21 | 1.27 | 0.94 | | 2006 | | | 4.20 | 4.57 | -0.37 | | 2005 | | | 2.23 | 3.10 | -0.87 | | 2004 | | | 3.81 | 3.77 | 0.04 | | 2003 | | | N/A | 4.90 | N/A | | 2002 | | | N/A | 8.45 | N/A | | 2001 | | | N/A | 3.92 | N/A | | 2000 | | | N/A | 11.24 | N/A | | 1999 | | | N/A | -4.70 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BRTIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.82 | 3.08 | 8.16 | N/A | | 2008 | -0.83 | 1.29 | -3.25 | -1.33 | | 2007 | 0.82 | -0.53 | 1.16 | 0.75 | | 2006 | -0.12 | 0.14 | 3.34 | 0.81 | | 2005 | 0.43 | 1.62 | -0.28 | 0.45 | | 2004 | 1.05 | -1.88 | 3.21 | 1.44 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 187 | 264 | 70.83 | | 1-Month | 231 | 266 | 86.84 | | 3-Month | 162 | 266 | 60.90 | | 6-Month | 150 | 264 | 56.82 | | 1-Year | 151 | 262 | 57.63 | | 3-Year | 39 | 247 | 15.79 | | 5-Year | 53 | 228 | 23.25 |
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0.06% Nasdaq 
0.11%
Performance
