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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.60% | | 5-Year Average Return: | 2.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.06% | |
Worst 1-Yr Total Return (2008): | -5.22% | |
Best 3-Yr Total Return (2004-6): | 2.23% | |
Worst 3-Yr Total Return (2006-8): | -0.38% |
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| 1-Year: | 12.01% | | 3-Year: | 3.46% | | 5-Year: | 3.02% | | 10-Year: | 3.52% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BTICX | Category | Diff | Index* | Diff | | Year To Date | 11.60 | 16.19 | -4.59 | 11.61 | -0.01 | | 1-Month | -2.82 | -2.45 | -0.37 | -2.10 | -0.72 | | 3-Month | 3.89 | 4.74 | -0.85 | 3.15 | 0.74 | | 1-Year | 11.44 | 14.22 | -2.78 | 13.60 | -2.16 | | 3-Year | 2.35 | 2.04 | 0.31 | 4.17 | -1.82 | | 5-Year | 2.27 | 2.84 | -0.57 | 4.15 | -1.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.92 | 12.77 | -1.85 | 9.40 | 1.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.91 | 2.31 | 1.6 | 5.67 | -1.76 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BTICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.22 | -9.45 | 4.23 | | 2007 | | | 1.19 | 1.27 | -0.08 | | 2006 | | | 3.06 | 4.57 | -1.51 | | 2005 | | | 0.96 | 3.10 | -2.14 | | 2004 | | | 2.67 | 3.77 | -1.10 | | 2003 | | | 3.35 | 4.90 | -1.55 | | 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
BTICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.55 | 2.80 | 7.88 | N/A | | 2008 | -1.19 | 1.02 | -3.51 | -1.59 | | 2007 | 0.64 | -0.89 | 0.87 | 0.57 | | 2006 | -0.40 | -0.13 | 3.06 | 0.54 | | 2005 | 0.05 | 1.42 | -0.57 | 0.07 | | 2004 | 0.80 | -2.14 | 2.81 | 1.23 | | 2003 | -0.28 | 3.24 | -0.42 | 0.82 | | 2002 | 0.55 | 2.35 | 2.12 | -0.36 | | 2001 | 1.64 | 0.48 | 2.61 | -1.22 | | 2000 | 2.56 | 0.98 | 2.34 | 3.43 | | 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 | 221 | 264 | 83.71 | | 1-Month | 239 | 266 | 89.85 | | 3-Month | 186 | 266 | 69.92 | | 6-Month | 171 | 264 | 64.77 | | 1-Year | 184 | 262 | 70.23 | | 3-Year | 103 | 247 | 41.70 | | 5-Year | 140 | 228 | 61.40 |
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0.01% Nasdaq 0.00%
Performance
