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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.09% | | 5-Year Average Return: | 3.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.10% | |
Worst 1-Yr Total Return (2008): | -4.75% | |
Best 3-Yr Total Return (2004-6): | 3.34% | |
Worst 3-Yr Total Return (2006-8): | 0.32% |
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| 1-Year: | 14.24% | | 3-Year: | 4.04% | | 5-Year: | 3.73% | | 10-Year: | 5.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | COMCX | Category | Diff | Index* | Diff | | Year To Date | 12.09 | 15.98 | -3.89 | 12.53 | -0.44 | | 1-Month | 0.83 | 0.62 | 0.21 | 0.83 | 0 | | 3-Month | 1.96 | 2.61 | -0.65 | 2.25 | -0.29 | | 1-Year | 13.89 | 15.34 | -1.45 | 14.17 | -0.28 | | 3-Year | 2.55 | 2.57 | -0.02 | 4.17 | -1.62 | | 5-Year | 3.34 | 3.56 | -0.22 | 4.50 | -1.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.98 | 11.57 | -1.59 | 9.40 | 0.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.01 | 3.32 | 0.69 | 5.67 | -1.66 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | COMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.75 | -7.31 | 2.56 | | 2007 | | | 1.84 | 1.82 | 0.02 | | 2006 | | | 4.10 | 4.08 | 0.02 | | 2005 | | | 2.70 | 2.60 | 0.10 | | 2004 | | | 3.24 | 3.41 | -0.17 | | 2003 | | | 5.47 | 4.58 | 0.89 | | 2002 | | | 9.50 | 8.53 | 0.97 | | 2001 | | | 4.15 | 4.24 | -0.09 | | 2000 | | | 13.32 | 11.06 | 2.26 | | 1999 | | | -4.54 | -4.00 | -0.54 |
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| PAST QUARTERLY RETURNS (%) FOR
COMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.24 | 1.75 | 8.50 | N/A | | 2008 | -1.33 | 0.62 | -4.19 | 0.13 | | 2007 | 0.36 | -1.46 | 1.82 | 1.14 | | 2006 | -0.40 | -0.54 | 4.17 | 0.87 | | 2005 | -0.75 | 3.70 | -0.85 | 0.63 | | 2004 | 1.28 | -3.04 | 4.48 | 0.62 | | 2003 | 1.29 | 2.99 | -0.15 | 1.25 | | 2002 | 0.12 | 4.19 | 5.31 | -0.31 | | 2001 | 1.65 | 0.12 | 3.39 | -1.01 | | 2000 | 2.98 | 0.96 | 2.49 | 6.35 | | 1999 | N/A | N/A | N/A | -1.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 53 | 77 | 68.83 | | 1-Month | 9 | 78 | 11.54 | | 3-Month | 65 | 78 | 83.33 | | 6-Month | 52 | 77 | 67.53 | | 1-Year | 36 | 77 | 46.75 | | 3-Year | 41 | 75 | 54.67 | | 5-Year | 37 | 70 | 52.86 |
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0.31% Nasdaq 0.00%
Performance
