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| Morningstar Return Rating: | Above average | | Year to Date Return: | 10.62% | | 5-Year Average Return: | 4.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.36% | |
Worst 1-Yr Total Return (2008): | -1.00% | |
Best 3-Yr Total Return (2004-6): | 3.96% | |
Worst 3-Yr Total Return (2006-8): | 2.17% |
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| 1-Year: | 9.48% | | 3-Year: | 3.38% | | 5-Year: | 3.65% | | 10-Year: | 4.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FMINX | Category | Diff | Index* | Diff | | Year To Date | 10.62 | 15.33 | -4.71 | 12.53 | -1.91 | | 1-Month | 0.74 | 0.80 | -0.06 | 0.83 | -0.09 | | 3-Month | 1.55 | 2.84 | -1.29 | 2.25 | -0.7 | | 1-Year | 13.14 | 14.76 | -1.62 | 14.17 | -1.03 | | 3-Year | 4.03 | 2.96 | 1.07 | 4.17 | -0.14 | | 5-Year | 4.31 | 3.76 | 0.55 | 4.50 | -0.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.22 | 10.00 | -2.78 | 9.40 | -2.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.18 | 3.71 | 2.47 | 5.67 | 0.51 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FMINX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.00 | -6.48 | 5.48 | | 2007 | | | 3.22 | 1.35 | 1.87 | | 2006 | | | 4.36 | 4.19 | 0.17 | | 2005 | | | 3.28 | 3.11 | 0.17 | | 2004 | | | 4.23 | 3.89 | 0.34 | | 2003 | | | 5.17 | 5.14 | 0.03 | | 2002 | | | 7.99 | 8.01 | -0.02 | | 2001 | | | 4.73 | 4.46 | 0.27 | | 2000 | | | 11.92 | 10.11 | 1.81 | | 1999 | | | -3.74 | -4.03 | 0.29 |
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| PAST QUARTERLY RETURNS (%) FOR
FMINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.84 | 1.69 | 4.87 | N/A | | 2008 | -0.82 | 1.11 | -3.48 | 2.28 | | 2007 | 0.73 | -0.63 | 1.71 | 1.39 | | 2006 | 0.20 | -0.04 | 3.15 | 1.02 | | 2005 | 0.02 | 2.63 | -0.19 | 0.80 | | 2004 | 1.73 | -2.34 | 3.38 | 1.49 | | 2003 | 1.46 | 2.73 | -0.36 | 1.27 | | 2002 | 0.83 | 2.76 | 4.04 | 0.18 | | 2001 | 2.17 | 0.63 | 2.26 | -0.39 | | 2000 | 3.30 | 1.10 | 2.46 | 4.59 | | 1999 | N/A | N/A | N/A | -1.51 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 45 | 61 | 73.77 | | 1-Month | 12 | 62 | 19.35 | | 3-Month | 49 | 62 | 79.03 | | 6-Month | 50 | 61 | 81.97 | | 1-Year | 25 | 61 | 40.98 | | 3-Year | 2 | 60 | 3.33 | | 5-Year | 2 | 53 | 3.77 |
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