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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.03% | | 5-Year Average Return: | 3.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 6.10% | |
Worst 1-Yr Total Return (2008): | -9.34% | |
Best 3-Yr Total Return (2004-6): | 4.72% | |
Worst 3-Yr Total Return (2006-8): | -1.46% |
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| 1-Year: | 8.80% | | 3-Year: | 1.74% | | 5-Year: | 2.77% | | 10-Year: | 4.22% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCOTX | Category | Diff | Index* | Diff | | Year To Date | 17.03 | 18.16 | -1.13 | 12.53 | 4.5 | | 1-Month | 0.77 | 0.33 | 0.44 | 0.83 | -0.06 | | 3-Month | 3.39 | 2.87 | 0.52 | 2.25 | 1.14 | | 1-Year | 15.41 | 17.15 | -1.74 | 14.17 | 1.24 | | 3-Year | 2.18 | 1.96 | 0.22 | 4.17 | -1.99 | | 5-Year | 3.35 | 3.43 | -0.08 | 4.50 | -1.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.95 | 13.02 | 0.93 | 9.40 | 4.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.29 | 2.62 | -0.33 | 5.67 | -3.38 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCOTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.34 | -10.07 | 0.73 | | 2007 | | | 0.98 | 1.65 | -0.67 | | 2006 | | | 4.52 | 4.41 | 0.11 | | 2005 | | | 3.55 | 2.96 | 0.59 | | 2004 | | | 6.10 | 3.84 | 2.26 | | 2003 | | | 4.18 | 4.79 | -0.61 | | 2002 | | | 7.43 | 8.53 | -1.10 | | 2001 | | | 6.06 | 4.32 | 1.74 | | 2000 | | | 9.22 | 11.02 | -1.80 | | 1999 | | | -6.71 | -4.34 | -2.37 |
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| PAST QUARTERLY RETURNS (%) FOR
FCOTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.28 | 4.50 | 9.20 | N/A | | 2008 | -1.33 | 1.36 | -5.02 | -4.56 | | 2007 | 0.63 | -0.82 | 1.13 | 0.05 | | 2006 | 0.14 | -0.05 | 3.49 | 0.91 | | 2005 | -0.28 | 3.53 | -0.33 | 0.63 | | 2004 | 2.36 | -2.05 | 4.29 | 1.47 | | 2003 | 0.79 | 2.11 | -0.31 | 1.53 | | 2002 | 0.26 | 3.47 | 3.60 | -0.04 | | 2001 | 1.78 | 1.19 | 3.78 | -0.78 | | 2000 | 1.95 | 0.90 | 2.65 | 3.44 | | 1999 | N/A | N/A | N/A | -2.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 136 | 340 | 40.00 | | 1-Month | 215 | 348 | 61.78 | | 3-Month | 69 | 348 | 19.83 | | 6-Month | 44 | 341 | 12.90 | | 1-Year | 161 | 340 | 47.35 | | 3-Year | 156 | 321 | 48.60 | | 5-Year | 130 | 286 | 45.45 |
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