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| Morningstar Return Rating: | Below average | | Year to Date Return: | 8.30% | | 5-Year Average Return: | 3.26% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 3.19% | |
Worst 1-Yr Total Return (2008): | 0.58% | |
Best 3-Yr Total Return (2005-7): | 2.59% | |
Worst 3-Yr Total Return (2006-8): | 2.28% |
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| 1-Year: | 5.90% | | 3-Year: | 3.19% | | 5-Year: | 2.79% | | 10-Year: | 4.21% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | COTFX | Category | Diff | Index* | Diff | | Year To Date | 8.30 | 10.18 | -1.88 | 11.61 | -3.31 | | 1-Month | -1.19 | -1.87 | 0.68 | -2.10 | 0.91 | | 3-Month | 1.97 | 2.32 | -0.35 | 3.15 | -1.18 | | 1-Year | 9.84 | 11.23 | -1.39 | 13.60 | -3.76 | | 3-Year | 4.08 | 3.24 | 0.84 | 4.17 | -0.09 | | 5-Year | 3.26 | 3.05 | 0.21 | 4.15 | -0.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.62 | 7.93 | -1.31 | 9.40 | -2.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.06 | 4.52 | 0.54 | 5.67 | -0.61 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | COTFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.58 | -2.81 | 3.39 | | 2007 | | | 3.19 | 2.05 | 1.14 | | 2006 | | | 3.10 | 3.77 | -0.67 | | 2005 | | | 1.50 | 2.08 | -0.58 | | 2004 | | | 2.64 | 2.88 | -0.24 | | 2003 | | | 4.32 | 4.03 | 0.29 | | 2002 | | | 9.24 | 8.12 | 1.12 | | 2001 | | | 4.59 | 4.37 | 0.22 | | 2000 | | | 8.31 | 9.62 | -1.31 | | 1999 | | | -0.86 | -2.66 | 1.80 |
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| PAST QUARTERLY RETURNS (%) FOR
COTFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.26 | 1.70 | 4.37 | N/A | | 2008 | 0.99 | 0.02 | -1.07 | 0.65 | | 2007 | 0.56 | -0.33 | 1.72 | 1.21 | | 2006 | -0.18 | 0.07 | 2.57 | 0.62 | | 2005 | -0.84 | 2.36 | -0.39 | 0.39 | | 2004 | 1.19 | -2.42 | 3.52 | 0.42 | | 2003 | 1.21 | 2.40 | -0.06 | 0.72 | | 2002 | 0.97 | 3.81 | 4.29 | -0.07 | | 2001 | 2.21 | 0.82 | 2.46 | -0.95 | | 2000 | 1.64 | 1.33 | 1.85 | 3.25 | | 1999 | N/A | N/A | N/A | -0.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 172 | 257 | 66.93 | | 1-Month | 102 | 257 | 39.69 | | 3-Month | 151 | 257 | 58.75 | | 6-Month | 146 | 257 | 56.81 | | 1-Year | 145 | 256 | 56.64 | | 3-Year | 31 | 247 | 12.55 | | 5-Year | 66 | 237 | 27.85 |
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0.01% Nasdaq 0.00%
Performance
