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| Morningstar Return Rating: | Low | | Year to Date Return: | 0.54% | | 5-Year Average Return: | 1.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 19.38% | |
Worst 1-Yr Total Return (2008): | -13.69% | |
Best 3-Yr Total Return (2005-7): | 2.35% | |
Worst 3-Yr Total Return (2006-8): | -3.48% |
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| 1-Year: | 14.38% | | 3-Year: | -0.08% | | 5-Year: | 1.67% | | 10-Year: | 3.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FLOBX | Category | Diff | Index* | Diff | | Year To Date | 0.54 | 0.36 | 0.18 | 0.52 | 0.02 | | 1-Month | 0.54 | 0.36 | 0.18 | 0.52 | 0.02 | | 3-Month | 1.74 | 1.48 | 0.26 | 1.69 | 0.05 | | 1-Year | 14.20 | 7.50 | 6.7 | 9.49 | 4.71 | | 3-Year | 1.43 | 3.77 | -2.34 | 4.68 | -3.25 | | 5-Year | 1.88 | 3.23 | -1.35 | 4.23 | -2.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.07 | 7.84 | 6.23 | 9.40 | 4.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.21 | 4.52 | -4.31 | 5.67 | -5.46 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FLOBX | Category | Diff | | 2009 | | | 19.38 | 11.29 | 8.09 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
FLOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.63 | 5.09 | 9.67 | -1.00 | | 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 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 42 | 238 | 17.65 | | 1-Month | 85 | 238 | 35.71 | | 3-Month | 19 | 238 | 7.98 | | 6-Month | 4 | 238 | 1.68 | | 1-Year | 5 | 238 | 2.10 | | 3-Year | 174 | 230 | 75.65 | | 5-Year | 167 | 219 | 76.26 |
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1.52% Nasdaq 0.00%
Performance
