|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.77% | | 5-Year Average Return: | 3.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.15% | |
Worst 1-Yr Total Return (2008): | -4.06% | |
Best 3-Yr Total Return (2004-6): | 3.36% | |
Worst 3-Yr Total Return (2006-8): | 0.76% |
|
| 1-Year: | 7.00% | | 3-Year: | 2.23% | | 5-Year: | 2.76% | | 10-Year: | 4.36% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CTESX | Category | Diff | Index* | Diff | | Year To Date | 10.77 | 16.56 | -5.79 | 12.53 | -1.76 | | 1-Month | 0.42 | -0.07 | 0.49 | 0.83 | -0.41 | | 3-Month | 1.93 | 3.01 | -1.08 | 2.25 | -0.32 | | 1-Year | 11.06 | 15.24 | -4.18 | 14.17 | -3.11 | | 3-Year | 2.65 | 1.27 | 1.38 | 4.17 | -1.52 | | 5-Year | 3.23 | 2.91 | 0.32 | 4.50 | -1.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.46 | 13.07 | -3.61 | 9.40 | 0.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.03 | 0.67 | 2.36 | 5.67 | -2.64 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CTESX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.06 | -11.05 | 6.99 | | 2007 | | | 2.36 | 0.71 | 1.65 | | 2006 | | | 4.15 | 4.58 | -0.43 | | 2005 | | | 2.37 | 3.93 | -1.56 | | 2004 | | | 3.57 | 4.37 | -0.80 | | 2003 | | | 4.03 | 4.27 | -0.24 | | 2002 | | | 8.96 | 8.03 | 0.93 | | 2001 | | | 3.40 | 3.84 | -0.44 | | 2000 | | | 13.32 | 12.79 | 0.53 | | 1999 | | | -3.79 | -4.60 | 0.81 |
|
| PAST QUARTERLY RETURNS (%) FOR
CTESX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.12 | 1.65 | 8.15 | N/A | | 2008 | -0.55 | 0.37 | -3.00 | -0.91 | | 2007 | 0.57 | -0.98 | 1.49 | 1.28 | | 2006 | 0.03 | -0.47 | 3.83 | 0.75 | | 2005 | -0.41 | 2.66 | -0.53 | 0.66 | | 2004 | 0.93 | -2.44 | 3.78 | 1.35 | | 2003 | 0.89 | 2.46 | -0.62 | 1.27 | | 2002 | 0.26 | 4.11 | 6.00 | -1.52 | | 2001 | 1.39 | -0.72 | 3.81 | -1.04 | | 2000 | 3.95 | 1.16 | 3.01 | 4.62 | | 1999 | N/A | N/A | N/A | -1.44 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 160 | 169 | 94.67 | | 1-Month | 20 | 169 | 11.83 | | 3-Month | 123 | 169 | 72.78 | | 6-Month | 138 | 169 | 81.66 | | 1-Year | 128 | 168 | 76.19 | | 3-Year | 22 | 158 | 13.92 | | 5-Year | 42 | 146 | 28.77 |
|
|
|
|
|
1.27% Nasdaq 
0.01 (0.08%) 
Performance
