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| Morningstar Return Rating: | Average | | Year to Date Return: | 5.24% | | 5-Year Average Return: | 2.85% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 3.52% | |
Worst 1-Yr Total Return (2004): | 0.86% | |
Best 3-Yr Total Return (2006-8): | 2.54% | |
Worst 3-Yr Total Return (2004-6): | 1.55% |
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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 | MINSX | Category | Diff | Index* | Diff | | Year To Date | 5.24 | 5.54 | -0.3 | 12.53 | -7.29 | | 1-Month | 0.67 | 0.75 | -0.08 | 0.83 | -0.16 | | 3-Month | 1.08 | 1.19 | -0.11 | 2.25 | -1.17 | | 1-Year | 5.09 | 5.78 | -0.69 | 14.17 | -9.08 | | 3-Year | 3.40 | 3.19 | 0.21 | 4.17 | -0.77 | | 5-Year | 2.85 | 2.86 | -0.01 | 4.50 | -1.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.16 | 3.41 | -0.25 | 9.40 | -6.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.27 | 2.87 | 0.4 | 5.67 | -2.4 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MINSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.41 | 0.86 | 0.55 | | 2007 | | | 3.52 | 3.31 | 0.21 | | 2006 | | | 2.72 | 2.95 | -0.23 | | 2005 | | | 1.09 | 1.21 | -0.12 | | 2004 | | | 0.86 | 1.19 | -0.33 | | 2003 | | | 1.63 | 2.44 | -0.81 | | 2002 | | | 5.13 | 5.39 | -0.26 | | 2001 | | | N/A | 4.77 | N/A | | 2000 | | | N/A | 5.87 | N/A | | 1999 | | | N/A | 0.74 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MINSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.95 | 1.09 | 1.77 | N/A | | 2008 | 1.00 | 0.19 | -0.06 | 0.27 | | 2007 | 0.72 | 0.43 | 1.23 | 1.09 | | 2006 | 0.29 | 0.40 | 1.29 | 0.72 | | 2005 | -0.36 | 0.84 | 0.29 | 0.31 | | 2004 | 0.59 | -1.05 | 1.30 | 0.04 | | 2003 | 0.42 | 0.74 | 0.47 | 0.00 | | 2002 | 0.23 | 2.42 | 1.69 | 0.72 | | 2001 | N/A | N/A | N/A | 0.13 | | 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 | 90 | 143 | 62.94 | | 1-Month | 111 | 161 | 68.94 | | 3-Month | 96 | 159 | 60.38 | | 6-Month | 102 | 148 | 68.92 | | 1-Year | 77 | 137 | 56.20 | | 3-Year | 66 | 127 | 51.97 | | 5-Year | 62 | 121 | 51.24 |
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0.28% Nasdaq 
Performance
