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| Morningstar Return Rating: | Average | | Year to Date Return: | 6.80% | | 5-Year Average Return: | 3.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.55% | |
Worst 1-Yr Total Return (2008): | -1.34% | |
Best 3-Yr Total Return (2004-6): | 3.84% | |
Worst 3-Yr Total Return (2006-8): | 2.23% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCATX | Category | Diff | Index* | Diff | | Year To Date | 6.80 | 9.58 | -2.78 | 11.61 | -4.81 | | 1-Month | -1.11 | -1.71 | 0.6 | -2.10 | 0.99 | | 3-Month | 1.77 | 2.66 | -0.89 | 3.15 | -1.38 | | 1-Year | 8.99 | 9.21 | -0.22 | 13.60 | -4.61 | | 3-Year | 3.04 | 2.75 | 0.29 | 4.17 | -1.13 | | 5-Year | 3.21 | 2.85 | 0.36 | 4.15 | -0.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.87 | 7.04 | -2.17 | 9.40 | -4.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.13 | 2.98 | 0.15 | 5.67 | -2.54 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCATX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.34 | -3.59 | 2.25 | | 2007 | | | 3.58 | 2.50 | 1.08 | | 2006 | | | 4.55 | 3.71 | 0.84 | | 2005 | | | 2.69 | 1.89 | 0.80 | | 2004 | | | 4.31 | 2.57 | 1.74 | | 2003 | | | 5.03 | 3.27 | 1.76 | | 2002 | | | 5.73 | 7.66 | -1.93 | | 2001 | | | 4.72 | 4.42 | 0.30 | | 2000 | | | 8.78 | 11.07 | -2.29 | | 1999 | | | -0.96 | -2.78 | 1.82 |
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| PAST QUARTERLY RETURNS (%) FOR
MCATX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.93 | 0.67 | 4.23 | N/A | | 2008 | -0.84 | 0.47 | -2.19 | 1.25 | | 2007 | 0.64 | -1.15 | 2.11 | 1.96 | | 2006 | -0.12 | -0.39 | 4.14 | 0.90 | | 2005 | -1.18 | 3.58 | -0.49 | 0.82 | | 2004 | 1.53 | -2.72 | 4.40 | 1.16 | | 2003 | 1.10 | 2.32 | 0.11 | 1.42 | | 2002 | 0.63 | 2.08 | 3.35 | -0.41 | | 2001 | 1.48 | 0.50 | 2.50 | 0.19 | | 2000 | 2.72 | 1.38 | 1.88 | 2.52 | | 1999 | N/A | N/A | N/A | -0.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 54 | 82 | 65.85 | | 1-Month | 24 | 84 | 28.57 | | 3-Month | 49 | 82 | 59.76 | | 6-Month | 58 | 82 | 70.73 | | 1-Year | 38 | 82 | 46.34 | | 3-Year | 32 | 77 | 41.56 | | 5-Year | 10 | 69 | 14.49 |
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0.22% Nasdaq 
Performance
