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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.01% | | 5-Year Average Return: | 4.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.57% | |
Worst 1-Yr Total Return (2008): | -0.91% | |
Best 3-Yr Total Return (2005-7): | 2.92% | |
Worst 3-Yr Total Return (2006-8): | 1.81% |
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| 1-Year: | 9.74% | | 3-Year: | 3.36% | | 5-Year: | 3.19% | | 10-Year: | 4.47% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FINJX | Category | Diff | Index* | Diff | | Year To Date | 12.01 | 16.66 | -4.65 | 12.53 | -0.52 | | 1-Month | 0.79 | 0.30 | 0.49 | 0.83 | -0.04 | | 3-Month | 1.99 | 2.42 | -0.43 | 2.25 | -0.26 | | 1-Year | 13.81 | 15.69 | -1.88 | 14.17 | -0.36 | | 3-Year | 4.34 | 2.33 | 2.01 | 4.17 | 0.17 | | 5-Year | 4.11 | 3.48 | 0.63 | 4.50 | -0.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.36 | 12.23 | -2.87 | 9.40 | -0.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.13 | 3.46 | 3.67 | 5.67 | 1.46 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FINJX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.91 | -8.16 | 7.25 | | 2007 | | | 2.82 | 1.43 | 1.39 | | 2006 | | | 3.57 | 4.65 | -1.08 | | 2005 | | | 2.39 | 3.38 | -0.99 | | 2004 | | | 2.59 | 3.55 | -0.96 | | 2003 | | | 4.28 | 4.68 | -0.40 | | 2002 | | | 9.71 | 8.13 | 1.58 | | 2001 | | | 3.26 | 4.05 | -0.79 | | 2000 | | | 9.97 | 10.78 | -0.81 | | 1999 | | | -2.03 | -4.41 | 2.38 |
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| PAST QUARTERLY RETURNS (%) FOR
FINJX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.27 | 1.94 | 7.27 | N/A | | 2008 | -0.86 | 0.98 | -3.08 | 2.12 | | 2007 | 0.63 | -0.86 | 1.69 | 1.35 | | 2006 | -0.08 | -0.24 | 3.01 | 0.86 | | 2005 | -0.32 | 2.31 | -0.31 | 0.70 | | 2004 | 1.04 | -2.49 | 3.35 | 0.76 | | 2003 | 1.09 | 2.80 | -0.57 | 0.93 | | 2002 | 0.97 | 3.92 | 5.39 | -0.79 | | 2001 | 1.32 | 0.15 | 3.14 | -1.34 | | 2000 | 1.89 | 1.26 | 2.13 | 4.36 | | 1999 | N/A | N/A | N/A | 0.11 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 57 | 71 | 80.28 | | 1-Month | 4 | 71 | 5.63 | | 3-Month | 38 | 71 | 53.52 | | 6-Month | 47 | 71 | 66.20 | | 1-Year | 31 | 70 | 44.29 | | 3-Year | 1 | 64 | 1.56 | | 5-Year | 9 | 56 | 16.07 |
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