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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.60% | | 5-Year Average Return: | 2.61% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2006): | 2.47% | |
Worst 1-Yr Total Return (2008): | 0.27% | |
Best 3-Yr Total Return (2004-6): | 1.88% | |
Worst 3-Yr Total Return (2006-8): | 1.60% |
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| 1-Year: | 8.09% | | 3-Year: | 3.19% | | 5-Year: | 2.59% | | 10-Year: | 3.76% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HULCX | Category | Diff | Index* | Diff | | Year To Date | 6.60 | 11.05 | -4.45 | 12.53 | -5.93 | | 1-Month | 0.74 | 0.88 | -0.14 | 0.83 | -0.09 | | 3-Month | 1.12 | 1.98 | -0.86 | 2.25 | -1.13 | | 1-Year | 8.15 | 11.90 | -3.75 | 14.17 | -6.02 | | 3-Year | 2.75 | 3.31 | -0.56 | 4.17 | -1.42 | | 5-Year | 2.61 | 3.42 | -0.81 | 4.50 | -1.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.87 | 7.88 | -4.01 | 9.40 | -5.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.41 | 4.46 | -0.05 | 5.67 | -1.26 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HULCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.27 | -2.81 | 3.08 | | 2007 | | | 2.07 | 2.05 | 0.02 | | 2006 | | | 2.47 | 3.77 | -1.30 | | 2005 | | | 1.03 | 2.08 | -1.05 | | 2004 | | | 2.16 | 2.88 | -0.72 | | 2003 | | | 4.00 | 4.03 | -0.03 | | 2002 | | | 7.72 | 8.12 | -0.40 | | 2001 | | | 3.62 | 4.37 | -0.75 | | 2000 | | | 8.91 | 9.62 | -0.71 | | 1999 | | | -3.48 | -2.66 | -0.82 |
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| PAST QUARTERLY RETURNS (%) FOR
HULCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.20 | 0.65 | 2.96 | N/A | | 2008 | -0.11 | 0.00 | -1.58 | 2.00 | | 2007 | 0.38 | -0.86 | 1.46 | 1.09 | | 2006 | -0.40 | -0.20 | 2.68 | 0.39 | | 2005 | -0.75 | 1.98 | -0.47 | 0.28 | | 2004 | 0.95 | -1.99 | 2.97 | 0.27 | | 2003 | 1.02 | 2.02 | -0.06 | 0.96 | | 2002 | 0.99 | 3.12 | 3.55 | -0.12 | | 2001 | 1.69 | 0.62 | 2.09 | -0.81 | | 2000 | 2.42 | 0.30 | 2.07 | 3.87 | | 1999 | N/A | N/A | N/A | -1.14 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 242 | 255 | 94.90 | | 1-Month | 204 | 255 | 80.00 | | 3-Month | 168 | 255 | 65.88 | | 6-Month | 255 | 255 | 100.00 | | 1-Year | 181 | 254 | 71.26 | | 3-Year | 144 | 246 | 58.54 | | 5-Year | 159 | 236 | 67.37 |
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0.51% Nasdaq 
Performance
