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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.86% | | 5-Year Average Return: | 3.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.48% | |
Worst 1-Yr Total Return (2008): | -3.94% | |
Best 3-Yr Total Return (2004-6): | 2.76% | |
Worst 3-Yr Total Return (2006-8): | 0.58% |
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| 1-Year: | 8.57% | | 3-Year: | 3.07% | | 5-Year: | 3.24% | | 10-Year: | 4.50% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBARX | Category | Diff | Index* | Diff | | Year To Date | 11.86 | 17.75 | -5.89 | 11.61 | 0.25 | | 1-Month | -1.52 | -2.09 | 0.57 | -2.10 | 0.58 | | 3-Month | 3.11 | 4.75 | -1.64 | 3.15 | -0.04 | | 1-Year | 12.54 | 14.96 | -2.42 | 13.60 | -1.06 | | 3-Year | 3.30 | 2.12 | 1.18 | 4.17 | -0.87 | | 5-Year | 3.12 | 3.17 | -0.05 | 4.15 | -1.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.73 | 12.86 | -4.13 | 9.40 | -0.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.27 | 2.60 | 1.67 | 5.67 | -1.4 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBARX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.94 | -10.07 | 6.13 | | 2007 | | | 2.35 | 1.65 | 0.70 | | 2006 | | | 3.48 | 4.41 | -0.93 | | 2005 | | | 2.31 | 2.96 | -0.65 | | 2004 | | | 2.49 | 3.84 | -1.35 | | 2003 | | | 3.68 | 4.79 | -1.11 | | 2002 | | | 8.33 | 8.53 | -0.20 | | 2001 | | | 4.58 | 4.32 | 0.26 | | 2000 | | | 10.46 | 11.02 | -0.56 | | 1999 | | | -3.08 | -4.34 | 1.26 |
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| PAST QUARTERLY RETURNS (%) FOR
MBARX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.57 | 2.80 | 5.66 | N/A | | 2008 | -0.39 | 0.63 | -3.30 | -0.89 | | 2007 | 0.64 | -0.76 | 1.59 | 0.87 | | 2006 | -0.07 | -0.26 | 3.07 | 0.73 | | 2005 | -0.14 | 2.00 | -0.07 | 0.52 | | 2004 | 0.96 | -2.38 | 3.12 | 0.84 | | 2003 | 0.96 | 2.25 | -0.44 | 0.88 | | 2002 | 0.69 | 3.41 | 4.49 | -0.43 | | 2001 | 1.99 | 0.48 | 2.87 | -0.81 | | 2000 | 2.81 | 1.12 | 2.05 | 4.12 | | 1999 | N/A | N/A | N/A | -1.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 294 | 338 | 86.98 | | 1-Month | 69 | 346 | 19.94 | | 3-Month | 301 | 346 | 86.99 | | 6-Month | 328 | 339 | 96.76 | | 1-Year | 207 | 338 | 61.24 | | 3-Year | 52 | 320 | 16.25 | | 5-Year | 112 | 285 | 39.30 |
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0.22% Nasdaq 0.00%
Performance
