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| Morningstar Return Rating: | Low | | Year to Date Return: | 18.48% | | 5-Year Average Return: | 2.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 3.97% | |
Worst 1-Yr Total Return (2008): | -13.69% | |
Best 3-Yr Total Return (2004-6): | 3.54% | |
Worst 3-Yr Total Return (2006-8): | -3.48% |
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| 1-Year: | 6.18% | | 3-Year: | 0.51% | | 5-Year: | 2.08% | | 10-Year: | 3.40% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FLOBX | Category | Diff | Index* | Diff | | Year To Date | 18.48 | 11.05 | 7.43 | 12.53 | 5.95 | | 1-Month | 0.44 | 0.88 | -0.44 | 0.83 | -0.39 | | 3-Month | 3.41 | 1.98 | 1.43 | 2.25 | 1.16 | | 1-Year | 15.27 | 11.90 | 3.37 | 14.17 | 1.1 | | 3-Year | 0.72 | 3.31 | -2.59 | 4.17 | -3.45 | | 5-Year | 2.10 | 3.42 | -1.32 | 4.50 | -2.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.07 | 7.88 | 6.19 | 9.40 | 4.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.21 | 4.46 | -4.25 | 5.67 | -5.46 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FLOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -13.69 | -2.81 | -10.88 | | 2007 | | | 0.43 | 2.05 | -1.62 | | 2006 | | | 3.74 | 3.77 | -0.03 | | 2005 | | | 2.92 | 2.08 | 0.84 | | 2004 | | | 3.97 | 2.88 | 1.09 | | 2003 | | | 3.38 | 4.03 | -0.65 | | 2002 | | | 5.94 | 8.12 | -2.18 | | 2001 | | | 2.72 | 4.37 | -1.65 | | 2000 | | | 8.67 | 9.62 | -0.95 | | 1999 | | | -4.26 | -2.66 | -1.60 |
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| PAST QUARTERLY RETURNS (%) FOR
FLOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.63 | 5.09 | 9.67 | N/A | | 2008 | -1.56 | 0.16 | -5.07 | -7.80 | | 2007 | 0.55 | -0.93 | 0.56 | 0.26 | | 2006 | 0.05 | -0.15 | 3.07 | 0.74 | | 2005 | -0.22 | 3.13 | -0.63 | 0.65 | | 2004 | 1.59 | -1.92 | 3.29 | 1.03 | | 2003 | 0.40 | 2.10 | -0.35 | 1.20 | | 2002 | 0.66 | 2.73 | 2.78 | -0.32 | | 2001 | 1.32 | 0.66 | 1.81 | -1.08 | | 2000 | 2.48 | 0.77 | 2.14 | 3.02 | | 1999 | N/A | N/A | N/A | -1.50 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 12 | 255 | 4.71 | | 1-Month | 99 | 255 | 38.82 | | 3-Month | 12 | 255 | 4.71 | | 6-Month | 5 | 255 | 1.96 | | 1-Year | 13 | 254 | 5.12 | | 3-Year | 184 | 246 | 74.80 | | 5-Year | 179 | 236 | 75.85 |
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0.02% Nasdaq 0.00%
Performance
