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| Morningstar Return Rating: | Low | | Year to Date Return: | 10.69% | | 5-Year Average Return: | 2.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.86% | |
Worst 1-Yr Total Return (2008): | -5.68% | |
Best 3-Yr Total Return (2004-6): | 2.15% | |
Worst 3-Yr Total Return (2006-8): | -0.34% |
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| 1-Year: | 12.10% | | 3-Year: | 2.77% | | 5-Year: | 2.68% | | 10-Year: | 3.72% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EZFLX | Category | Diff | Index* | Diff | | Year To Date | 10.69 | 11.18 | -0.49 | 12.53 | -1.84 | | 1-Month | 1.05 | 0.96 | 0.09 | 0.83 | 0.22 | | 3-Month | 1.51 | 2.23 | -0.72 | 2.25 | -0.74 | | 1-Year | 10.89 | 12.15 | -1.26 | 14.17 | -3.28 | | 3-Year | 1.81 | 3.59 | -1.78 | 4.17 | -2.36 | | 5-Year | 2.35 | 3.57 | -1.22 | 4.50 | -2.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.48 | 8.53 | -0.05 | 9.40 | -0.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.42 | 4.48 | -1.06 | 5.67 | -2.25 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EZFLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.68 | -2.32 | -3.36 | | 2007 | | | 1.04 | 2.75 | -1.71 | | 2006 | | | 3.86 | 3.67 | 0.19 | | 2005 | | | 1.39 | 1.80 | -0.41 | | 2004 | | | 1.22 | 2.83 | -1.61 | | 2003 | | | 4.10 | 4.10 | 0.00 | | 2002 | | | 7.58 | 8.57 | -0.99 | | 2001 | | | 4.04 | 4.39 | -0.35 | | 2000 | | | 8.61 | 9.16 | -0.55 | | 1999 | | | -3.80 | -2.06 | -1.74 |
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| PAST QUARTERLY RETURNS (%) FOR
EZFLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.54 | 1.92 | 7.11 | N/A | | 2008 | -1.33 | -0.39 | -4.10 | 0.07 | | 2007 | 0.34 | -0.28 | 0.90 | 0.07 | | 2006 | 0.72 | -0.08 | 2.42 | 0.76 | | 2005 | -0.93 | 2.09 | 0.03 | 0.22 | | 2004 | 0.02 | -1.70 | 2.29 | 0.64 | | 2003 | 0.95 | 1.87 | -0.03 | 1.26 | | 2002 | 0.69 | 3.05 | 3.79 | -0.11 | | 2001 | 1.79 | 0.69 | 2.24 | -0.71 | | 2000 | 1.71 | 1.07 | 1.80 | 3.77 | | 1999 | N/A | N/A | N/A | -0.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 120 | 246 | 48.78 | | 1-Month | 149 | 263 | 56.65 | | 3-Month | 248 | 256 | 96.88 | | 6-Month | 217 | 253 | 85.77 | | 1-Year | 85 | 244 | 34.84 | | 3-Year | 172 | 219 | 78.54 | | 5-Year | 156 | 197 | 79.19 |
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0.03% Nasdaq 
Performance
