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| Morningstar Return Rating: | Above average | | Year to Date Return: | 12.53% | | 5-Year Average Return: | 3.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.91% | |
Worst 1-Yr Total Return (2008): | -2.19% | |
Best 3-Yr Total Return (2004-6): | 3.10% | |
Worst 3-Yr Total Return (2006-8): | 1.60% |
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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 | MINMX | Category | Diff | Index* | Diff | | Year To Date | 12.53 | 11.18 | 1.35 | 12.53 | 0 | | 1-Month | 0.83 | 0.96 | -0.13 | 0.83 | 0 | | 3-Month | 2.12 | 2.23 | -0.11 | 2.25 | -0.13 | | 1-Year | 13.19 | 12.15 | 1.04 | 14.17 | -0.98 | | 3-Year | 4.20 | 3.59 | 0.61 | 4.17 | 0.03 | | 5-Year | 3.98 | 3.57 | 0.41 | 4.50 | -0.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.88 | 8.53 | 1.35 | 9.40 | 0.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.10 | 4.48 | 1.62 | 5.67 | 0.43 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MINMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.19 | -2.32 | 0.13 | | 2007 | | | 3.21 | 2.75 | 0.46 | | 2006 | | | 3.91 | 3.67 | 0.24 | | 2005 | | | 1.91 | 1.80 | 0.11 | | 2004 | | | 3.48 | 2.83 | 0.65 | | 2003 | | | 4.67 | 4.10 | 0.57 | | 2002 | | | 7.94 | 8.57 | -0.63 | | 2001 | | | N/A | 4.39 | N/A | | 2000 | | | N/A | 9.16 | N/A | | 1999 | | | N/A | -2.06 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MINMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.49 | 3.13 | 6.79 | N/A | | 2008 | -0.20 | 0.46 | -2.62 | 0.17 | | 2007 | 0.68 | -0.48 | 1.87 | 1.12 | | 2006 | 0.05 | -0.03 | 3.12 | 0.74 | | 2005 | -0.64 | 2.42 | -0.40 | 0.56 | | 2004 | 1.25 | -1.89 | 3.24 | 0.91 | | 2003 | 0.71 | 2.45 | 0.30 | 1.15 | | 2002 | 0.73 | 3.41 | 4.10 | -0.46 | | 2001 | N/A | N/A | N/A | -1.06 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 73 | 246 | 29.67 | | 1-Month | 136 | 263 | 51.71 | | 3-Month | 140 | 256 | 54.69 | | 6-Month | 86 | 253 | 33.99 | | 1-Year | 54 | 244 | 22.13 | | 3-Year | 37 | 219 | 16.89 | | 5-Year | 33 | 197 | 16.75 |
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0.11% Nasdaq 
0.22%
Performance
