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| Morningstar Return Rating: | Average | | Year to Date Return: | 0.48% | | 5-Year Average Return: | 3.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 13.33% | |
Worst 1-Yr Total Return (2008): | -4.32% | |
Best 3-Yr Total Return (2007-9): | 3.52% | |
Worst 3-Yr Total Return (2006-8): | 0.78% |
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| 1-Year: | 7.95% | | 3-Year: | 1.85% | | 5-Year: | 2.65% | | 10-Year: | 5.04% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | COMAX | Category | Diff | Index* | Diff | | Year To Date | 0.48 | 0.38 | 0.1 | 0.52 | -0.04 | | 1-Month | 0.48 | 0.38 | 0.1 | 0.52 | -0.04 | | 3-Month | 2.05 | 1.56 | 0.49 | 1.69 | 0.36 | | 1-Year | 8.98 | 11.40 | -2.42 | 9.49 | -0.51 | | 3-Year | 3.79 | 3.11 | 0.68 | 4.68 | -0.89 | | 5-Year | 3.50 | 3.30 | 0.2 | 4.23 | -0.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.27 | 11.57 | -1.3 | 9.40 | 0.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.48 | 3.32 | 1.16 | 5.67 | -1.19 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | COMAX | Category | Diff | | 2009 | | | 13.33 | 16.63 | -3.30 | | 2008 | | | -4.32 | -7.31 | 2.99 | | 2007 | | | 2.30 | 1.82 | 0.48 | | 2006 | | | 4.57 | 4.08 | 0.49 | | 2005 | | | 3.16 | 2.60 | 0.56 | | 2004 | | | 3.70 | 3.41 | 0.29 | | 2003 | | | 5.94 | 4.58 | 1.36 | | 2002 | | | 9.53 | 8.53 | 1.00 | | 2001 | | | 4.62 | 4.24 | 0.38 | | 2000 | | | 13.91 | 11.06 | 2.85 |
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| PAST QUARTERLY RETURNS (%) FOR
COMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.36 | 1.86 | 8.63 | -1.85 | | 2008 | -1.21 | 0.73 | -4.08 | 0.24 | | 2007 | 0.47 | -1.35 | 1.93 | 1.25 | | 2006 | -0.29 | -0.42 | 4.29 | 0.98 | | 2005 | -0.64 | 3.82 | -0.74 | 0.75 | | 2004 | 1.39 | -2.93 | 4.59 | 0.74 | | 2003 | 1.41 | 3.11 | -0.04 | 1.37 | | 2002 | -0.19 | 4.30 | 5.42 | -0.20 | | 2001 | 1.77 | 0.22 | 3.50 | -0.90 | | 2000 | 3.09 | 1.08 | 2.67 | 6.47 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 23 | 78 | 29.49 | | 1-Month | 11 | 78 | 14.10 | | 3-Month | 2 | 78 | 2.56 | | 6-Month | 31 | 78 | 39.74 | | 1-Year | 37 | 77 | 48.05 | | 3-Year | 24 | 75 | 32.00 | | 5-Year | 20 | 70 | 28.57 |
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1.52% Nasdaq 
0.01 (0.13%) 
Performance
