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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.30% | | 5-Year Average Return: | 3.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 2.80% | |
Worst 1-Yr Total Return (2008): | -1.64% | |
Best 3-Yr Total Return (2005-7): | 2.16% | |
Worst 3-Yr Total Return (2006-8): | 1.06% |
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| 1-Year: | 11.63% | | 3-Year: | 3.74% | | 5-Year: | 3.32% | | 10-Year: | 4.43% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FINKX | Category | Diff | Index* | Diff | | Year To Date | 11.30 | 16.66 | -5.36 | 12.53 | -1.23 | | 1-Month | 0.74 | 0.30 | 0.44 | 0.83 | -0.09 | | 3-Month | 1.82 | 2.42 | -0.6 | 2.25 | -0.43 | | 1-Year | 12.93 | 15.69 | -2.76 | 14.17 | -1.24 | | 3-Year | 3.60 | 2.33 | 1.27 | 4.17 | -0.57 | | 5-Year | 3.36 | 3.48 | -0.12 | 4.50 | -1.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.84 | 12.23 | -3.39 | 9.40 | -0.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.36 | 3.46 | 2.9 | 5.67 | 0.69 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FINKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.64 | -8.16 | 6.52 | | 2007 | | | 2.08 | 1.43 | 0.65 | | 2006 | | | 2.80 | 4.65 | -1.85 | | 2005 | | | 1.61 | 3.38 | -1.77 | | 2004 | | | 1.76 | 3.55 | -1.79 | | 2003 | | | 3.58 | 4.68 | -1.10 | | 2002 | | | 8.88 | 8.13 | 0.75 | | 2001 | | | 3.32 | 4.05 | -0.73 | | 2000 | | | 9.51 | 10.78 | -1.27 | | 1999 | | | -2.85 | -4.41 | 1.56 |
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| PAST QUARTERLY RETURNS (%) FOR
FINKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.17 | 1.77 | 7.00 | N/A | | 2008 | -0.96 | 0.71 | -3.26 | 1.93 | | 2007 | 0.45 | -1.04 | 1.51 | 1.17 | | 2006 | -0.29 | -0.45 | 2.88 | 0.66 | | 2005 | -0.52 | 2.19 | -0.60 | 0.57 | | 2004 | 0.84 | -2.77 | 3.14 | 0.63 | | 2003 | 0.91 | 2.55 | -0.71 | 0.81 | | 2002 | 0.79 | 3.66 | 5.30 | -1.03 | | 2001 | 1.61 | -0.03 | 2.96 | -1.22 | | 2000 | 1.77 | 1.06 | 1.94 | 4.45 | | 1999 | N/A | N/A | N/A | -0.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 60 | 71 | 84.51 | | 1-Month | 7 | 71 | 9.86 | | 3-Month | 53 | 71 | 74.65 | | 6-Month | 57 | 71 | 80.28 | | 1-Year | 39 | 70 | 55.71 | | 3-Year | 8 | 64 | 12.50 | | 5-Year | 28 | 56 | 50.00 |
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0.20% Nasdaq 
Performance
