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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.46% | | 5-Year Average Return: | 3.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.43% | |
Worst 1-Yr Total Return (2008): | -2.89% | |
Best 3-Yr Total Return (2005-7): | 2.83% | |
Worst 3-Yr Total Return (2006-8): | 1.07% |
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| 1-Year: | 7.83% | | 3-Year: | 2.74% | | 5-Year: | 2.76% | | 10-Year: | 4.58% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FIMAX | Category | Diff | Index* | Diff | | Year To Date | 11.46 | 15.29 | -3.83 | 11.61 | -0.15 | | 1-Month | -2.37 | -2.35 | -0.02 | -2.10 | -0.27 | | 3-Month | 2.91 | 3.92 | -1.01 | 3.15 | -0.24 | | 1-Year | 12.23 | 13.60 | -1.37 | 13.60 | -1.37 | | 3-Year | 3.75 | 2.62 | 1.13 | 4.17 | -0.42 | | 5-Year | 3.31 | 3.21 | 0.1 | 4.15 | -0.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.02 | 11.51 | -1.49 | 9.40 | 0.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.76 | 3.39 | 2.37 | 5.67 | 0.09 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.89 | -7.31 | 4.42 | | 2007 | | | 2.81 | 1.82 | 0.99 | | 2006 | | | 3.43 | 4.08 | -0.65 | | 2005 | | | 2.27 | 2.60 | -0.33 | | 2004 | | | 2.74 | 3.41 | -0.67 | | 2003 | | | 4.86 | 4.58 | 0.28 | | 2002 | | | 10.26 | 8.53 | 1.73 | | 2001 | | | 4.15 | 4.24 | -0.09 | | 2000 | | | 11.39 | 11.06 | 0.33 | | 1999 | | | -2.36 | -4.00 | 1.64 |
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| PAST QUARTERLY RETURNS (%) FOR
FIMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.46 | 3.44 | 6.68 | N/A | | 2008 | -0.80 | 1.20 | -3.48 | 0.22 | | 2007 | 0.49 | -0.63 | 1.55 | 1.39 | | 2006 | -0.22 | -0.22 | 2.92 | 0.95 | | 2005 | -0.47 | 2.80 | -0.63 | 0.58 | | 2004 | 1.12 | -2.72 | 3.54 | 0.87 | | 2003 | 1.49 | 2.75 | -0.46 | 1.02 | | 2002 | 0.93 | 4.51 | 5.18 | -0.63 | | 2001 | 1.99 | 0.30 | 3.18 | -1.32 | | 2000 | 2.28 | 1.19 | 2.33 | 5.17 | | 1999 | N/A | N/A | N/A | -0.02 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 53 | 77 | 68.83 | | 1-Month | 53 | 78 | 67.95 | | 3-Month | 53 | 78 | 67.95 | | 6-Month | 43 | 77 | 55.84 | | 1-Year | 36 | 77 | 46.75 | | 3-Year | 13 | 75 | 17.33 | | 5-Year | 27 | 70 | 38.57 |
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1.00% Nasdaq 
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Performance
