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| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.94% | | 5-Year Average Return: | 3.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 4.74% | |
Worst 1-Yr Total Return (2008): | -5.88% | |
Best 3-Yr Total Return (2004-6): | 4.22% | |
Worst 3-Yr Total Return (2006-8): | 0.28% |
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| 1-Year: | 6.97% | | 3-Year: | 2.19% | | 5-Year: | 2.98% | | 10-Year: | 4.62% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCMAX | Category | Diff | Index* | Diff | | Year To Date | 10.94 | 16.56 | -5.62 | 12.53 | -1.59 | | 1-Month | -0.02 | -0.07 | 0.05 | 0.83 | -0.85 | | 3-Month | 1.67 | 3.01 | -1.34 | 2.25 | -0.58 | | 1-Year | 11.63 | 15.24 | -3.61 | 14.17 | -2.54 | | 3-Year | 2.20 | 1.27 | 0.93 | 4.17 | -1.97 | | 5-Year | 3.23 | 2.91 | 0.32 | 4.50 | -1.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.22 | 13.07 | -3.85 | 9.40 | -0.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.92 | 0.67 | 1.25 | 5.67 | -3.75 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.88 | -11.05 | 5.17 | | 2007 | | | 2.62 | 0.71 | 1.91 | | 2006 | | | 4.40 | 4.58 | -0.18 | | 2005 | | | 3.53 | 3.93 | -0.40 | | 2004 | | | 4.74 | 4.37 | 0.37 | | 2003 | | | 4.76 | 4.27 | 0.49 | | 2002 | | | N/A | 8.03 | N/A | | 2001 | | | N/A | 3.84 | N/A | | 2000 | | | N/A | 12.79 | N/A | | 1999 | | | N/A | -4.60 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FCMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.60 | 1.30 | 8.59 | N/A | | 2008 | -1.12 | 0.47 | -3.10 | -2.22 | | 2007 | 0.70 | -0.77 | 1.79 | 0.89 | | 2006 | 0.17 | -0.19 | 3.41 | 0.98 | | 2005 | -0.15 | 3.01 | 0.10 | 0.56 | | 2004 | 2.04 | -2.67 | 4.01 | 1.40 | | 2003 | 1.09 | 2.49 | -0.21 | 1.32 | | 2002 | N/A | N/A | N/A | -0.93 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 155 | 169 | 91.72 | | 1-Month | 79 | 169 | 46.75 | | 3-Month | 148 | 169 | 87.57 | | 6-Month | 148 | 169 | 87.57 | | 1-Year | 123 | 168 | 73.21 | | 3-Year | 46 | 158 | 29.11 | | 5-Year | 41 | 146 | 28.08 |
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