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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.88% | | 5-Year Average Return: | 3.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.59% | |
Worst 1-Yr Total Return (2008): | -4.18% | |
Best 3-Yr Total Return (2004-6): | 3.15% | |
Worst 3-Yr Total Return (2006-8): | 0.30% |
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| 1-Year: | 14.91% | | 3-Year: | 4.26% | | 5-Year: | 3.77% | | 10-Year: | 4.81% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCCMX | Category | Diff | Index* | Diff | | Year To Date | 11.88 | 16.73 | -4.85 | 11.61 | 0.27 | | 1-Month | -2.84 | -2.81 | -0.03 | -2.10 | -0.74 | | 3-Month | 4.97 | 6.10 | -1.13 | 3.15 | 1.82 | | 1-Year | 13.66 | 13.66 | 0 | 13.60 | 0.06 | | 3-Year | 3.07 | 1.59 | 1.48 | 4.17 | -1.1 | | 5-Year | 3.05 | 2.76 | 0.29 | 4.15 | -1.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.54 | 13.15 | -2.61 | 9.40 | 1.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.77 | 0.71 | 4.06 | 5.67 | -0.9 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCCMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.18 | -11.05 | 6.87 | | 2007 | | | 1.66 | 0.71 | 0.95 | | 2006 | | | 3.59 | 4.58 | -0.99 | | 2005 | | | 2.59 | 3.93 | -1.34 | | 2004 | | | 3.29 | 4.37 | -1.08 | | 2003 | | | 3.85 | 4.27 | -0.42 | | 2002 | | | 8.37 | 8.03 | 0.34 | | 2001 | | | 4.20 | 3.84 | 0.36 | | 2000 | | | 12.77 | 12.79 | -0.02 | | 1999 | | | -5.61 | -4.60 | -1.01 |
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| PAST QUARTERLY RETURNS (%) FOR
MCCMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.35 | 2.21 | 9.00 | N/A | | 2008 | -1.49 | 1.05 | -4.38 | 0.67 | | 2007 | 0.55 | -0.93 | 1.29 | 0.75 | | 2006 | 0.18 | -0.49 | 2.85 | 1.02 | | 2005 | -0.17 | 2.30 | -0.37 | 0.83 | | 2004 | 0.90 | -2.44 | 3.96 | 0.93 | | 2003 | 0.63 | 1.71 | 0.07 | 1.40 | | 2002 | 0.19 | 2.92 | 5.44 | -0.33 | | 2001 | 1.11 | 0.15 | 3.62 | -0.69 | | 2000 | 3.59 | 1.45 | 2.87 | 4.31 | | 1999 | N/A | N/A | N/A | -1.76 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 142 | 164 | 86.59 | | 1-Month | 123 | 164 | 75.00 | | 3-Month | 114 | 164 | 69.51 | | 6-Month | 127 | 164 | 77.44 | | 1-Year | 68 | 163 | 41.72 | | 3-Year | 19 | 152 | 12.50 | | 5-Year | 43 | 141 | 30.50 |
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