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| Morningstar Return Rating: | High | | Year to Date Return: | 16.67% | | 5-Year Average Return: | 3.76% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.55% | |
Worst 1-Yr Total Return (2008): | -6.67% | |
Best 3-Yr Total Return (2004-6): | 3.79% | |
Worst 3-Yr Total Return (2006-8): | -0.19% |
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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 | MDXBX | Category | Diff | Index* | Diff | | Year To Date | 16.67 | 17.75 | -1.08 | 11.61 | 5.06 | | 1-Month | -1.34 | -2.09 | 0.75 | -2.10 | 0.76 | | 3-Month | 4.10 | 4.75 | -0.65 | 3.15 | 0.95 | | 1-Year | 16.27 | 14.96 | 1.31 | 13.60 | 2.67 | | 3-Year | 3.69 | 2.12 | 1.57 | 4.17 | -0.48 | | 5-Year | 3.76 | 3.17 | 0.59 | 4.15 | -0.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.61 | 12.86 | -1.25 | 9.40 | 2.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.04 | 2.60 | 2.44 | 5.67 | -0.63 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MDXBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.67 | -10.07 | 3.40 | | 2007 | | | 1.90 | 1.65 | 0.25 | | 2006 | | | 4.55 | 4.41 | 0.14 | | 2005 | | | 3.31 | 2.96 | 0.35 | | 2004 | | | 3.51 | 3.84 | -0.33 | | 2003 | | | 4.86 | 4.79 | 0.07 | | 2002 | | | 9.48 | 8.53 | 0.95 | | 2001 | | | 4.99 | 4.32 | 0.67 | | 2000 | | | 11.41 | 11.02 | 0.39 | | 1999 | | | -3.15 | -4.34 | 1.19 |
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| PAST QUARTERLY RETURNS (%) FOR
MDXBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.14 | 3.90 | 7.22 | N/A | | 2008 | -0.80 | 1.05 | -3.60 | -3.41 | | 2007 | 0.82 | -0.60 | 1.12 | 0.56 | | 2006 | 0.27 | -0.11 | 3.24 | 1.12 | | 2005 | -0.23 | 2.80 | 0.00 | 0.73 | | 2004 | 1.25 | -2.12 | 3.30 | 1.11 | | 2003 | 1.10 | 2.58 | -0.17 | 1.28 | | 2002 | 0.71 | 3.62 | 4.86 | 0.05 | | 2001 | 2.12 | 0.77 | 2.64 | -0.60 | | 2000 | 2.91 | 1.36 | 2.31 | 4.39 | | 1999 | N/A | N/A | N/A | -0.74 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 128 | 338 | 37.87 | | 1-Month | 31 | 346 | 8.96 | | 3-Month | 134 | 346 | 38.73 | | 6-Month | 115 | 339 | 33.92 | | 1-Year | 58 | 338 | 17.16 | | 3-Year | 17 | 320 | 5.31 | | 5-Year | 24 | 285 | 8.42 |
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