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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.64% | | 5-Year Average Return: | 4.02% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2006): | 3.87% | |
Worst 1-Yr Total Return (2008): | 0.11% | |
Best 3-Yr Total Return (2005-7): | 3.08% | |
Worst 3-Yr Total Return (2006-8): | 2.45% |
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| 1-Year: | 9.17% | | 3-Year: | 3.30% | | 5-Year: | 3.16% | | 10-Year: | 4.65% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FIOHX | Category | Diff | Index* | Diff | | Year To Date | 9.64 | 12.32 | -2.68 | 12.53 | -2.89 | | 1-Month | 0.48 | 0.64 | -0.16 | 0.83 | -0.35 | | 3-Month | 1.29 | 2.10 | -0.81 | 2.25 | -0.96 | | 1-Year | 12.70 | 12.66 | 0.04 | 14.17 | -1.47 | | 3-Year | 4.17 | 2.71 | 1.46 | 4.17 | 0 | | 5-Year | 4.02 | 3.52 | 0.5 | 4.50 | -0.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.58 | 9.40 | -0.82 | 9.40 | -0.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.36 | 3.60 | 2.76 | 5.67 | 0.69 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIOHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.11 | -4.43 | 4.54 | | 2007 | | | 3.42 | 2.26 | 1.16 | | 2006 | | | 3.87 | 3.69 | 0.18 | | 2005 | | | 1.96 | 2.12 | -0.16 | | 2004 | | | 2.63 | 3.20 | -0.57 | | 2003 | | | 4.81 | 4.36 | 0.45 | | 2002 | | | 10.79 | 8.06 | 2.73 | | 2001 | | | 3.26 | 4.09 | -0.83 | | 2000 | | | 10.85 | 10.11 | 0.74 | | 1999 | | | -1.74 | -3.47 | 1.73 |
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| PAST QUARTERLY RETURNS (%) FOR
FIOHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.15 | 1.90 | 6.46 | N/A | | 2008 | -0.62 | 1.09 | -3.74 | 3.51 | | 2007 | 0.59 | -0.71 | 1.92 | 1.59 | | 2006 | 0.07 | -0.33 | 3.16 | 0.95 | | 2005 | -0.64 | 2.63 | -0.64 | 0.64 | | 2004 | 0.89 | -2.66 | 3.45 | 1.01 | | 2003 | 1.13 | 3.42 | -0.83 | 1.06 | | 2002 | 1.16 | 4.56 | 5.47 | -0.69 | | 2001 | 1.04 | 0.29 | 3.26 | -1.32 | | 2000 | 2.09 | 1.51 | 2.41 | 4.45 | | 1999 | N/A | N/A | N/A | -0.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 46 | 68 | 67.65 | | 1-Month | 10 | 68 | 14.71 | | 3-Month | 53 | 68 | 77.94 | | 6-Month | 43 | 68 | 63.24 | | 1-Year | 29 | 68 | 42.65 | | 3-Year | 3 | 64 | 4.69 | | 5-Year | 6 | 57 | 10.53 |
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