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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.00% | | 5-Year Average Return: | 3.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.92% | |
Worst 1-Yr Total Return (2008): | -4.82% | |
Best 3-Yr Total Return (2004-6): | 3.00% | |
Worst 3-Yr Total Return (2006-8): | 0.47% |
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| 1-Year: | 9.11% | | 3-Year: | 2.36% | | 5-Year: | 2.65% | | 10-Year: | 4.57% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | COCTX | Category | Diff | Index* | Diff | | Year To Date | 13.00 | 18.16 | -5.16 | 12.53 | 0.47 | | 1-Month | 1.10 | 0.33 | 0.77 | 0.83 | 0.27 | | 3-Month | 2.38 | 2.87 | -0.49 | 2.25 | 0.13 | | 1-Year | 13.88 | 17.15 | -3.27 | 14.17 | -0.29 | | 3-Year | 3.10 | 1.96 | 1.14 | 4.17 | -1.07 | | 5-Year | 3.45 | 3.43 | 0.02 | 4.50 | -1.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.44 | 13.02 | -3.58 | 9.40 | 0.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.40 | 2.62 | 1.78 | 5.67 | -1.27 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | COCTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.82 | -10.07 | 5.25 | | 2007 | | | 2.54 | 1.65 | 0.89 | | 2006 | | | 3.92 | 4.41 | -0.49 | | 2005 | | | 2.09 | 2.96 | -0.87 | | 2004 | | | 2.98 | 3.84 | -0.86 | | 2003 | | | 5.43 | 4.79 | 0.64 | | 2002 | | | 8.59 | 8.53 | 0.06 | | 2001 | | | 5.41 | 4.32 | 1.09 | | 2000 | | | 12.08 | 11.02 | 1.06 | | 1999 | | | -2.40 | -4.34 | 1.94 |
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| PAST QUARTERLY RETURNS (%) FOR
COCTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.54 | 2.43 | 6.97 | N/A | | 2008 | -1.31 | 0.66 | -4.20 | 0.02 | | 2007 | 0.51 | -1.17 | 2.10 | 1.11 | | 2006 | -0.24 | -0.50 | 3.94 | 0.73 | | 2005 | -1.21 | 3.45 | -0.59 | 0.49 | | 2004 | 1.30 | -3.01 | 3.90 | 0.88 | | 2003 | 1.22 | 2.80 | 0.02 | 1.30 | | 2002 | 0.25 | 3.57 | 4.43 | 0.16 | | 2001 | 1.97 | 0.43 | 3.33 | -0.38 | | 2000 | 2.65 | 1.46 | 2.73 | 4.76 | | 1999 | N/A | N/A | N/A | -0.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 275 | 340 | 80.88 | | 1-Month | 66 | 348 | 18.97 | | 3-Month | 257 | 348 | 73.85 | | 6-Month | 238 | 341 | 69.79 | | 1-Year | 206 | 340 | 60.59 | | 3-Year | 53 | 321 | 16.51 | | 5-Year | 99 | 286 | 34.62 |
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