|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 8.04% | | 5-Year Average Return: | 3.92% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 3.77% | |
Worst 1-Yr Total Return (2005): | 1.51% | |
Best 3-Yr Total Return (2006-8): | 3.31% | |
Worst 3-Yr Total Return (2004-6): | 2.63% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BSCIX | Category | Diff | Index* | Diff | | Year To Date | 8.04 | 10.18 | -2.14 | 11.61 | -3.57 | | 1-Month | -1.93 | -1.87 | -0.06 | -2.10 | 0.17 | | 3-Month | 1.51 | 2.32 | -0.81 | 3.15 | -1.64 | | 1-Year | 11.24 | 11.23 | 0.01 | 13.60 | -2.36 | | 3-Year | 4.82 | 3.24 | 1.58 | 4.17 | 0.65 | | 5-Year | 3.92 | 3.05 | 0.87 | 4.15 | -0.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.29 | 7.93 | -1.64 | 9.40 | -3.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.60 | 4.52 | 2.08 | 5.67 | 0.93 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.48 | -2.81 | 5.29 | | 2007 | | | 3.77 | 2.05 | 1.72 | | 2006 | | | 3.68 | 3.77 | -0.09 | | 2005 | | | 1.51 | 2.08 | -0.57 | | 2004 | | | 2.71 | 2.88 | -0.17 | | 2003 | | | 3.81 | 4.03 | -0.22 | | 2002 | | | 9.28 | 8.12 | 1.16 | | 2001 | | | 4.84 | 4.37 | 0.47 | | 2000 | | | 9.50 | 9.62 | -0.12 | | 1999 | | | -2.62 | -2.66 | 0.04 |
|
| PAST QUARTERLY RETURNS (%) FOR
BSCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.44 | 1.40 | 5.03 | N/A | | 2008 | 1.48 | -0.17 | -1.44 | 2.63 | | 2007 | 0.78 | -0.42 | 2.06 | 1.31 | | 2006 | -0.30 | 0.01 | 3.33 | 0.64 | | 2005 | -1.12 | 2.51 | -0.48 | 0.62 | | 2004 | 1.20 | -2.08 | 2.89 | 0.73 | | 2003 | 0.64 | 2.15 | 0.19 | 0.79 | | 2002 | 0.54 | 4.12 | 4.04 | 0.34 | | 2001 | 2.35 | 0.59 | 2.73 | -0.89 | | 2000 | 1.77 | 1.47 | 2.20 | 3.77 | | 1999 | N/A | N/A | N/A | -0.25 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 174 | 257 | 67.70 | | 1-Month | 115 | 257 | 44.75 | | 3-Month | 190 | 257 | 73.93 | | 6-Month | 174 | 257 | 67.70 | | 1-Year | 84 | 256 | 32.81 | | 3-Year | 7 | 247 | 2.83 | | 5-Year | 6 | 237 | 2.53 |
|
|
|
|
|