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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.14% | | 5-Year Average Return: | 3.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.87% | |
Worst 1-Yr Total Return (2008): | -6.49% | |
Best 3-Yr Total Return (2004-6): | 3.53% | |
Worst 3-Yr Total Return (2006-8): | -0.10% |
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| 1-Year: | 12.77% | | 3-Year: | 3.48% | | 5-Year: | 3.56% | | 10-Year: | 4.66% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FRITX | Category | Diff | Index* | Diff | | Year To Date | 12.14 | 16.31 | -4.17 | 12.53 | -0.39 | | 1-Month | 0.07 | 0.26 | -0.19 | 0.83 | -0.76 | | 3-Month | 1.99 | 2.55 | -0.56 | 2.25 | -0.26 | | 1-Year | 14.24 | 15.77 | -1.53 | 14.17 | 0.07 | | 3-Year | 2.36 | 1.94 | 0.42 | 4.17 | -1.81 | | 5-Year | 3.17 | 3.07 | 0.1 | 4.50 | -1.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.77 | 12.70 | -1.93 | 9.40 | 1.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.19 | 2.46 | 0.73 | 5.67 | -2.48 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FRITX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.49 | -9.45 | 2.96 | | 2007 | | | 2.64 | 1.27 | 1.37 | | 2006 | | | 3.87 | 4.57 | -0.70 | | 2005 | | | 3.19 | 3.10 | 0.09 | | 2004 | | | 3.53 | 3.77 | -0.24 | | 2003 | | | 4.89 | 4.90 | -0.01 | | 2002 | | | 8.12 | 8.45 | -0.33 | | 2001 | | | 3.99 | 3.92 | 0.07 | | 2000 | | | 11.44 | 11.24 | 0.20 | | 1999 | | | -3.92 | -4.70 | 0.78 |
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| PAST QUARTERLY RETURNS (%) FOR
FRITX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.58 | 2.96 | 7.18 | N/A | | 2008 | -1.70 | 0.92 | -5.29 | -0.47 | | 2007 | 0.62 | -0.61 | 1.42 | 1.20 | | 2006 | 0.19 | -0.11 | 2.76 | 1.00 | | 2005 | 0.26 | 2.63 | -0.33 | 0.62 | | 2004 | 1.67 | -2.85 | 3.47 | 1.29 | | 2003 | 1.19 | 2.90 | -0.63 | 1.37 | | 2002 | 0.69 | 2.90 | 4.27 | 0.08 | | 2001 | 1.53 | 0.44 | 2.47 | -0.48 | | 2000 | 2.98 | 1.17 | 2.26 | 4.61 | | 1999 | N/A | N/A | N/A | -1.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 214 | 271 | 78.97 | | 1-Month | 171 | 273 | 62.64 | | 3-Month | 180 | 273 | 65.93 | | 6-Month | 195 | 272 | 71.69 | | 1-Year | 116 | 269 | 43.12 | | 3-Year | 95 | 255 | 37.25 | | 5-Year | 87 | 232 | 37.50 |
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