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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.96% | | 5-Year Average Return: | 3.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.47% | |
Worst 1-Yr Total Return (2008): | -9.61% | |
Best 3-Yr Total Return (2004-6): | 3.65% | |
Worst 3-Yr Total Return (2006-8): | -1.52% |
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| 1-Year: | 11.30% | | 3-Year: | 1.93% | | 5-Year: | 2.63% | | 10-Year: | 4.11% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | INHYX | Category | Diff | Index* | Diff | | Year To Date | 17.96 | 16.31 | 1.65 | 12.53 | 5.43 | | 1-Month | 0.38 | 0.26 | 0.12 | 0.83 | -0.45 | | 3-Month | 2.57 | 2.55 | 0.02 | 2.25 | 0.32 | | 1-Year | 17.86 | 15.77 | 2.09 | 14.17 | 3.69 | | 3-Year | 2.42 | 1.94 | 0.48 | 4.17 | -1.75 | | 5-Year | 3.25 | 3.07 | 0.18 | 4.50 | -1.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.78 | 12.70 | 1.08 | 9.40 | 4.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.95 | 2.46 | 1.49 | 5.67 | -1.72 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | INHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.61 | -9.45 | -0.16 | | 2007 | | | 1.13 | 1.27 | -0.14 | | 2006 | | | 4.47 | 4.57 | -0.10 | | 2005 | | | 2.91 | 3.10 | -0.19 | | 2004 | | | 3.58 | 3.77 | -0.19 | | 2003 | | | 4.65 | 4.90 | -0.25 | | 2002 | | | 8.27 | 8.45 | -0.18 | | 2001 | | | 3.94 | 3.92 | 0.02 | | 2000 | | | 9.49 | 11.24 | -1.75 | | 1999 | | | -2.28 | -4.70 | 2.42 |
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| PAST QUARTERLY RETURNS (%) FOR
INHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.02 | 4.27 | 8.95 | N/A | | 2008 | -1.26 | 0.58 | -6.19 | -2.98 | | 2007 | 0.53 | -0.56 | 1.02 | 0.14 | | 2006 | 0.05 | -0.16 | 3.55 | 0.99 | | 2005 | -0.35 | 3.02 | -0.40 | 0.65 | | 2004 | 1.44 | -2.32 | 3.54 | 0.97 | | 2003 | 0.71 | 2.65 | -0.03 | 1.26 | | 2002 | 0.85 | 3.43 | 4.59 | -0.75 | | 2001 | 1.66 | 0.52 | 2.52 | -0.78 | | 2000 | 2.18 | 1.50 | 1.91 | 3.59 | | 1999 | N/A | N/A | N/A | -0.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 78 | 271 | 28.78 | | 1-Month | 155 | 273 | 56.78 | | 3-Month | 84 | 273 | 30.77 | | 6-Month | 108 | 272 | 39.71 | | 1-Year | 61 | 269 | 22.68 | | 3-Year | 86 | 255 | 33.73 | | 5-Year | 73 | 232 | 31.47 |
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