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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.25% | | 5-Year Average Return: | 2.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.11% | |
Worst 1-Yr Total Return (2008): | -4.55% | |
Best 3-Yr Total Return (2004-6): | 2.21% | |
Worst 3-Yr Total Return (2006-8): | 0.05% |
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| 1-Year: | 9.30% | | 3-Year: | 3.02% | | 5-Year: | 3.05% | | 10-Year: | 3.71% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BTIBX | Category | Diff | Index* | Diff | | Year To Date | 12.25 | 16.19 | -3.94 | 11.61 | 0.64 | | 1-Month | -2.76 | -2.45 | -0.31 | -2.10 | -0.66 | | 3-Month | 3.96 | 4.74 | -0.78 | 3.15 | 0.81 | | 1-Year | 12.22 | 14.22 | -2 | 13.60 | -1.38 | | 3-Year | 3.01 | 2.04 | 0.97 | 4.17 | -1.16 | | 5-Year | 2.65 | 2.84 | -0.19 | 4.15 | -1.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.37 | 12.77 | -1.4 | 9.40 | 1.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.64 | 2.31 | 2.33 | 5.67 | -1.03 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BTIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.55 | -9.45 | 4.90 | | 2007 | | | 1.76 | 1.27 | 0.49 | | 2006 | | | 3.11 | 4.57 | -1.46 | | 2005 | | | 0.96 | 3.10 | -2.14 | | 2004 | | | 2.58 | 3.77 | -1.19 | | 2003 | | | 3.44 | 4.90 | -1.46 | | 2002 | | | 4.72 | 8.45 | -3.73 | | 2001 | | | 3.51 | 3.92 | -0.41 | | 2000 | | | 9.62 | 11.24 | -1.62 | | 1999 | | | -5.33 | -4.70 | -0.63 |
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| PAST QUARTERLY RETURNS (%) FOR
BTIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.73 | 2.99 | 8.06 | N/A | | 2008 | -1.01 | 1.19 | -3.34 | -1.42 | | 2007 | 0.54 | -0.64 | 1.11 | 0.75 | | 2006 | -0.40 | -0.05 | 2.95 | 0.62 | | 2005 | 0.05 | 1.42 | -0.57 | 0.07 | | 2004 | 0.71 | -2.14 | 2.81 | 1.23 | | 2003 | -0.28 | 3.24 | -0.42 | 0.91 | | 2002 | 0.55 | 2.35 | 2.12 | -0.36 | | 2001 | 1.64 | 0.48 | 2.61 | -1.22 | | 2000 | 2.56 | 0.98 | 2.24 | 3.53 | | 1999 | N/A | N/A | N/A | -2.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 203 | 264 | 76.89 | | 1-Month | 236 | 266 | 88.72 | | 3-Month | 172 | 266 | 64.66 | | 6-Month | 161 | 264 | 60.98 | | 1-Year | 165 | 262 | 62.98 | | 3-Year | 60 | 247 | 24.29 | | 5-Year | 118 | 228 | 51.75 |
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