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| Morningstar Return Rating: | Low | | Year to Date Return: | 9.36% | | 5-Year Average Return: | 1.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 2.99% | |
Worst 1-Yr Total Return (2008): | -3.50% | |
Best 3-Yr Total Return (2004-6): | 1.85% | |
Worst 3-Yr Total Return (2006-8): | 0.15% |
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| 1-Year: | 6.73% | | 3-Year: | 2.35% | | 5-Year: | 2.27% | | 10-Year: | 3.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | INFBX | Category | Diff | Index* | Diff | | Year To Date | 9.36 | 9.93 | -0.57 | 11.61 | -2.25 | | 1-Month | -2.58 | -1.98 | -0.6 | -2.10 | -0.48 | | 3-Month | 1.62 | 2.42 | -0.8 | 3.15 | -1.53 | | 1-Year | 10.36 | 11.08 | -0.72 | 13.60 | -3.24 | | 3-Year | 2.19 | 3.42 | -1.23 | 4.17 | -1.98 | | 5-Year | 1.98 | 3.14 | -1.16 | 4.15 | -2.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.01 | 8.38 | -0.37 | 9.40 | -1.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.82 | 4.57 | -0.75 | 5.67 | -1.85 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | INFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.50 | -2.32 | -1.18 | | 2007 | | | 1.08 | 2.75 | -1.67 | | 2006 | | | 2.99 | 3.67 | -0.68 | | 2005 | | | 0.41 | 1.80 | -1.39 | | 2004 | | | 2.17 | 2.83 | -0.66 | | 2003 | | | 3.11 | 4.10 | -0.99 | | 2002 | | | 7.68 | 8.57 | -0.89 | | 2001 | | | 4.01 | 4.39 | -0.38 | | 2000 | | | 5.08 | 9.16 | -4.08 | | 1999 | | | 0.25 | -2.06 | 2.31 |
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| PAST QUARTERLY RETURNS (%) FOR
INFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.97 | 1.67 | 6.19 | N/A | | 2008 | -0.11 | -0.29 | -2.65 | -0.47 | | 2007 | 0.31 | -0.61 | 0.90 | 0.49 | | 2006 | -0.15 | -0.31 | 2.78 | 0.66 | | 2005 | -1.30 | 2.27 | -0.73 | 0.20 | | 2004 | 1.09 | -2.58 | 3.20 | 0.54 | | 2003 | 0.54 | 2.18 | -0.22 | 0.59 | | 2002 | 0.21 | 3.58 | 4.25 | -0.49 | | 2001 | 2.17 | 0.49 | 2.05 | -0.73 | | 2000 | 0.50 | 0.94 | 1.18 | 2.37 | | 1999 | N/A | N/A | N/A | -0.02 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 128 | 262 | 48.85 | | 1-Month | 217 | 272 | 79.78 | | 3-Month | 206 | 272 | 75.74 | | 6-Month | 182 | 269 | 67.66 | | 1-Year | 134 | 260 | 51.54 | | 3-Year | 172 | 234 | 73.50 | | 5-Year | 165 | 209 | 78.95 |
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0.20% Nasdaq 
0.40%
Performance
