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| Morningstar Return Rating: | Low | | Year to Date Return: | 11.21% | | 5-Year Average Return: | 2.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.65% | |
Worst 1-Yr Total Return (2008): | -5.24% | |
Best 3-Yr Total Return (2005-7): | 2.02% | |
Worst 3-Yr Total Return (2006-8): | -0.07% |
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| 1-Year: | 9.22% | | 3-Year: | 2.96% | | 5-Year: | 2.62% | | 10-Year: | 3.63% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EZMAX | Category | Diff | Index* | Diff | | Year To Date | 11.21 | 15.98 | -4.77 | 12.53 | -1.32 | | 1-Month | 1.04 | 0.62 | 0.42 | 0.83 | 0.21 | | 3-Month | 1.63 | 2.61 | -0.98 | 2.25 | -0.62 | | 1-Year | 10.91 | 15.34 | -4.43 | 14.17 | -3.26 | | 3-Year | 2.24 | 2.57 | -0.33 | 4.17 | -1.93 | | 5-Year | 2.49 | 3.56 | -1.07 | 4.50 | -2.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.52 | 11.57 | -4.05 | 9.40 | -1.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.94 | 3.32 | -0.38 | 5.67 | -2.73 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EZMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.24 | -7.31 | 2.07 | | 2007 | | | 1.59 | 1.82 | -0.23 | | 2006 | | | 3.65 | 4.08 | -0.43 | | 2005 | | | 0.85 | 2.60 | -1.75 | | 2004 | | | 1.50 | 3.41 | -1.91 | | 2003 | | | 3.89 | 4.58 | -0.69 | | 2002 | | | 7.43 | 8.53 | -1.10 | | 2001 | | | 4.02 | 4.24 | -0.22 | | 2000 | | | 8.17 | 11.06 | -2.89 | | 1999 | | | -4.05 | -4.00 | -0.05 |
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| PAST QUARTERLY RETURNS (%) FOR
EZMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.58 | 3.27 | 5.21 | N/A | | 2008 | -0.66 | 0.18 | -2.78 | -2.06 | | 2007 | 0.32 | -0.52 | 1.15 | 0.63 | | 2006 | 0.17 | 0.01 | 2.70 | 0.74 | | 2005 | -1.25 | 2.24 | -0.51 | 0.40 | | 2004 | 0.30 | -1.91 | 2.65 | 0.50 | | 2003 | 1.08 | 1.85 | -0.13 | 1.05 | | 2002 | 0.26 | 3.24 | 4.18 | -0.37 | | 2001 | 1.87 | 0.69 | 2.39 | -0.95 | | 2000 | 1.58 | 0.95 | 2.11 | 3.29 | | 1999 | N/A | N/A | N/A | -1.02 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 60 | 77 | 77.92 | | 1-Month | 57 | 78 | 73.08 | | 3-Month | 47 | 78 | 60.26 | | 6-Month | 77 | 77 | 100.00 | | 1-Year | 49 | 77 | 63.64 | | 3-Year | 50 | 75 | 66.67 | | 5-Year | 51 | 70 | 72.86 |
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0.51% Nasdaq 
Performance
