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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.34% | | 5-Year Average Return: | 3.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.10% | |
Worst 1-Yr Total Return (2008): | -3.69% | |
Best 3-Yr Total Return (2004-6): | 3.68% | |
Worst 3-Yr Total Return (2006-8): | 0.81% |
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| 1-Year: | 11.74% | | 3-Year: | 3.33% | | 5-Year: | 3.43% | | 10-Year: | 4.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MDCMX | Category | Diff | Index* | Diff | | Year To Date | 12.34 | 16.73 | -4.39 | 11.61 | 0.73 | | 1-Month | -2.71 | -2.81 | 0.1 | -2.10 | -0.61 | | 3-Month | 5.10 | 6.10 | -1 | 3.15 | 1.95 | | 1-Year | 14.34 | 13.66 | 0.68 | 13.60 | 0.74 | | 3-Year | 3.59 | 1.59 | 2 | 4.17 | -0.58 | | 5-Year | 3.57 | 2.76 | 0.81 | 4.15 | -0.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.77 | 13.15 | -2.38 | 9.40 | 1.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.30 | 0.71 | 4.59 | 5.67 | -0.37 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDCMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.69 | -11.05 | 7.36 | | 2007 | | | 2.17 | 0.71 | 1.46 | | 2006 | | | 4.10 | 4.58 | -0.48 | | 2005 | | | 3.13 | 3.93 | -0.80 | | 2004 | | | 3.81 | 4.37 | -0.56 | | 2003 | | | 4.37 | 4.27 | 0.10 | | 2002 | | | 8.91 | 8.03 | 0.88 | | 2001 | | | 4.72 | 3.84 | 0.88 | | 2000 | | | 13.23 | 12.79 | 0.44 | | 1999 | | | -5.05 | -4.60 | -0.45 |
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| PAST QUARTERLY RETURNS (%) FOR
MDCMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.48 | 2.34 | 9.05 | N/A | | 2008 | -1.36 | 1.17 | -4.25 | 0.80 | | 2007 | 0.59 | -0.72 | 1.41 | 0.88 | | 2006 | 0.31 | -0.37 | 2.98 | 1.15 | | 2005 | -0.03 | 2.42 | -0.24 | 0.96 | | 2004 | 1.02 | -2.32 | 4.10 | 1.06 | | 2003 | 0.76 | 1.84 | 0.19 | 1.53 | | 2002 | 0.31 | 3.04 | 5.49 | -0.12 | | 2001 | 1.22 | 0.29 | 3.74 | -0.56 | | 2000 | 3.62 | 1.58 | 3.00 | 4.44 | | 1999 | N/A | N/A | N/A | -1.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 132 | 164 | 80.49 | | 1-Month | 100 | 164 | 60.98 | | 3-Month | 103 | 164 | 62.80 | | 6-Month | 108 | 164 | 65.85 | | 1-Year | 47 | 163 | 28.83 | | 3-Year | 5 | 152 | 3.29 | | 5-Year | 16 | 141 | 11.35 |
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0.91% Nasdaq 
Performance
