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| Morningstar Return Rating: | Low | | Year to Date Return: | 13.55% | | 5-Year Average Return: | 2.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.30% | |
Worst 1-Yr Total Return (2008): | -5.23% | |
Best 3-Yr Total Return (2004-6): | 2.62% | |
Worst 3-Yr Total Return (2006-8): | -0.38% |
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| 1-Year: | 9.33% | | 3-Year: | 2.88% | | 5-Year: | 2.95% | | 10-Year: | 4.09% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IDSMX | Category | Diff | Index* | Diff | | Year To Date | 13.55 | 14.41 | -0.86 | 11.61 | 1.94 | | 1-Month | -2.16 | -1.68 | -0.48 | -2.10 | -0.06 | | 3-Month | 3.60 | 3.60 | 0 | 3.15 | 0.45 | | 1-Year | 14.59 | 13.83 | 0.76 | 13.60 | 0.99 | | 3-Year | 2.91 | 3.22 | -0.31 | 4.17 | -1.26 | | 5-Year | 2.73 | 3.44 | -0.71 | 4.15 | -1.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.27 | 9.93 | 0.34 | 9.40 | 0.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.51 | 3.55 | 0.96 | 5.67 | -1.16 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IDSMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.23 | -6.48 | 1.25 | | 2007 | | | 0.99 | 1.35 | -0.36 | | 2006 | | | 3.30 | 4.19 | -0.89 | | 2005 | | | 1.73 | 3.11 | -1.38 | | 2004 | | | 2.83 | 3.89 | -1.06 | | 2003 | | | 4.23 | 5.14 | -0.91 | | 2002 | | | 6.98 | 8.01 | -1.03 | | 2001 | | | 4.11 | 4.46 | -0.35 | | 2000 | | | 9.20 | 10.11 | -0.91 | | 1999 | | | -4.49 | -4.03 | -0.46 |
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| PAST QUARTERLY RETURNS (%) FOR
IDSMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.79 | 2.29 | 7.25 | N/A | | 2008 | -0.74 | 0.84 | -3.90 | -1.48 | | 2007 | 0.36 | -0.94 | 1.16 | 0.43 | | 2006 | -0.28 | -0.24 | 3.05 | 0.76 | | 2005 | -0.67 | 2.36 | -0.64 | 0.70 | | 2004 | 1.03 | -2.31 | 3.37 | 0.79 | | 2003 | 0.87 | 2.44 | -0.20 | 1.07 | | 2002 | 0.34 | 3.00 | 4.11 | -0.56 | | 2001 | 1.36 | 0.77 | 2.03 | -0.09 | | 2000 | 2.68 | 0.81 | 2.23 | 3.19 | | 1999 | N/A | N/A | N/A | -1.86 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 26 | 61 | 42.62 | | 1-Month | 55 | 62 | 88.71 | | 3-Month | 17 | 62 | 27.42 | | 6-Month | 22 | 61 | 36.07 | | 1-Year | 17 | 61 | 27.87 | | 3-Year | 21 | 56 | 37.50 | | 5-Year | 35 | 53 | 66.04 |
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1.00% Nasdaq 
0.02 (0.38%) 
Performance
