|
| Morningstar Return Rating: | Average | | Year to Date Return: | 8.78% | | 5-Year Average Return: | 3.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.41% | |
Worst 1-Yr Total Return (2008): | -0.73% | |
Best 3-Yr Total Return (2005-7): | 2.81% | |
Worst 3-Yr Total Return (2006-8): | 1.98% |
|
| 1-Year: | 7.65% | | 3-Year: | 2.76% | | 5-Year: | 2.69% | | 10-Year: | 4.42% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FITAX | Category | Diff | Index* | Diff | | Year To Date | 8.78 | 16.19 | -7.41 | 11.61 | -2.83 | | 1-Month | -2.35 | -2.45 | 0.1 | -2.10 | -0.25 | | 3-Month | 2.36 | 4.74 | -2.38 | 3.15 | -0.79 | | 1-Year | 11.73 | 14.22 | -2.49 | 13.60 | -1.87 | | 3-Year | 3.80 | 2.04 | 1.76 | 4.17 | -0.37 | | 5-Year | 3.25 | 2.84 | 0.41 | 4.15 | -0.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.01 | 12.77 | -4.76 | 9.40 | -1.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.52 | 2.31 | 3.21 | 5.67 | -0.15 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FITAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.73 | -9.45 | 8.72 | | 2007 | | | 3.32 | 1.27 | 2.05 | | 2006 | | | 3.41 | 4.57 | -1.16 | | 2005 | | | 1.72 | 3.10 | -1.38 | | 2004 | | | 2.47 | 3.77 | -1.30 | | 2003 | | | 4.50 | 4.90 | -0.40 | | 2002 | | | 10.09 | 8.45 | 1.64 | | 2001 | | | 3.69 | 3.92 | -0.23 | | 2000 | | | 11.48 | 11.24 | 0.24 | | 1999 | | | -3.60 | -4.70 | 1.10 |
|
| PAST QUARTERLY RETURNS (%) FOR
FITAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.87 | 1.96 | 6.20 | N/A | | 2008 | -0.28 | 0.23 | -3.13 | 2.53 | | 2007 | 0.53 | -0.80 | 1.79 | 1.78 | | 2006 | -0.08 | -0.29 | 3.00 | 0.76 | | 2005 | -0.57 | 2.60 | -0.67 | 0.38 | | 2004 | 1.01 | -2.73 | 3.45 | 0.82 | | 2003 | 1.03 | 3.11 | -0.58 | 0.91 | | 2002 | 0.94 | 4.10 | 5.50 | -0.69 | | 2001 | 2.27 | -0.01 | 3.06 | -1.60 | | 2000 | 2.43 | 1.30 | 2.09 | 5.24 | | 1999 | N/A | N/A | N/A | -0.18 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 250 | 264 | 94.70 | | 1-Month | 66 | 266 | 24.81 | | 3-Month | 250 | 266 | 93.98 | | 6-Month | 248 | 264 | 93.94 | | 1-Year | 170 | 262 | 64.89 | | 3-Year | 19 | 247 | 7.69 | | 5-Year | 58 | 228 | 25.44 |
|
|
|
|
|