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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.05% | | 5-Year Average Return: | 2.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 4.62% | |
Worst 1-Yr Total Return (2008): | -10.90% | |
Best 3-Yr Total Return (2004-6): | 4.25% | |
Worst 3-Yr Total Return (2006-8): | -2.05% |
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| 1-Year: | 6.33% | | 3-Year: | 2.01% | | 5-Year: | 3.22% | | 10-Year: | 3.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LTBBX | Category | Diff | Index* | Diff | | Year To Date | 17.05 | 9.62 | 7.43 | 11.61 | 5.44 | | 1-Month | -1.55 | -1.98 | 0.43 | -2.10 | 0.55 | | 3-Month | 5.10 | 2.28 | 2.82 | 3.15 | 1.95 | | 1-Year | 13.39 | 9.86 | 3.53 | 13.60 | -0.21 | | 3-Year | 1.90 | 3.18 | -1.28 | 4.17 | -2.27 | | 5-Year | 2.96 | 2.98 | -0.02 | 4.15 | -1.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.63 | 7.59 | 6.04 | 9.40 | 4.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.76 | 3.74 | -1.98 | 5.67 | -3.91 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LTBBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.90 | -2.53 | -8.37 | | 2007 | | | 0.95 | 2.79 | -1.84 | | 2006 | | | 4.48 | 3.63 | 0.85 | | 2005 | | | 4.62 | 1.93 | 2.69 | | 2004 | | | 3.64 | 2.69 | 0.95 | | 2003 | | | 3.98 | 4.21 | -0.23 | | 2002 | | | 5.52 | 8.65 | -3.13 | | 2001 | | | 3.97 | 3.90 | 0.07 | | 2000 | | | 6.72 | 9.90 | -3.18 | | 1999 | | | -1.64 | -2.76 | 1.12 |
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| PAST QUARTERLY RETURNS (%) FOR
LTBBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.31 | 5.08 | 8.47 | N/A | | 2008 | -0.85 | 0.60 | -3.74 | -7.20 | | 2007 | 0.59 | -0.36 | -0.05 | 0.77 | | 2006 | 0.84 | -0.11 | 2.60 | 1.09 | | 2005 | 1.29 | 2.39 | 0.45 | 0.43 | | 2004 | 1.58 | -2.40 | 3.41 | 1.10 | | 2003 | -0.25 | 1.22 | 0.61 | 2.36 | | 2002 | 0.54 | 1.72 | 3.17 | 0.01 | | 2001 | 0.98 | 1.31 | 1.61 | 0.02 | | 2000 | 1.30 | 1.03 | 1.95 | 2.29 | | 1999 | N/A | N/A | N/A | -0.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 2 | 55 | 3.64 | | 1-Month | 11 | 56 | 19.64 | | 3-Month | 2 | 55 | 3.64 | | 6-Month | 3 | 55 | 5.45 | | 1-Year | 5 | 53 | 9.43 | | 3-Year | 37 | 52 | 71.15 | | 5-Year | 22 | 52 | 42.31 |
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1.23% Nasdaq 
Performance
