|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 9.17% | | 5-Year Average Return: | 3.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.37% | |
Worst 1-Yr Total Return (2008): | -0.37% | |
Best 3-Yr Total Return (2005-7): | 2.58% | |
Worst 3-Yr Total Return (2006-8): | 1.98% |
|
| 1-Year: | 9.12% | | 3-Year: | 3.83% | | 5-Year: | 3.47% | | 10-Year: | 4.29% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MMBPX | Category | Diff | Index* | Diff | | Year To Date | 9.17 | 15.98 | -6.81 | 12.53 | -3.36 | | 1-Month | 1.17 | 0.62 | 0.55 | 0.83 | 0.34 | | 3-Month | 1.54 | 2.61 | -1.07 | 2.25 | -0.71 | | 1-Year | 10.46 | 15.34 | -4.88 | 14.17 | -3.71 | | 3-Year | 3.69 | 2.57 | 1.12 | 4.17 | -0.48 | | 5-Year | 3.49 | 3.56 | -0.07 | 4.50 | -1.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.70 | 11.57 | -4.87 | 9.40 | -2.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.37 | 3.32 | 2.05 | 5.67 | -0.3 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MMBPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.37 | -7.31 | 6.94 | | 2007 | | | 2.97 | 1.82 | 1.15 | | 2006 | | | 3.37 | 4.08 | -0.71 | | 2005 | | | 1.42 | 2.60 | -1.18 | | 2004 | | | 2.52 | 3.41 | -0.89 | | 2003 | | | 3.54 | 4.58 | -1.04 | | 2002 | | | 7.54 | 8.53 | -0.99 | | 2001 | | | 3.86 | 4.24 | -0.38 | | 2000 | | | 8.28 | 11.06 | -2.78 | | 1999 | | | -2.09 | -4.00 | 1.91 |
|
| PAST QUARTERLY RETURNS (%) FOR
MMBPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.35 | 1.52 | 5.17 | N/A | | 2008 | 0.35 | -0.38 | -1.91 | 1.61 | | 2007 | 0.50 | -0.76 | 1.90 | 1.32 | | 2006 | -0.17 | -0.05 | 2.94 | 0.65 | | 2005 | -0.76 | 2.10 | -0.35 | 0.46 | | 2004 | 1.04 | -2.21 | 3.00 | 0.74 | | 2003 | 0.47 | 2.19 | 0.02 | 0.84 | | 2002 | 0.60 | 3.48 | 3.76 | -0.44 | | 2001 | 2.14 | 0.43 | 2.49 | -1.22 | | 2000 | 1.58 | 1.25 | 1.83 | 3.40 | | 1999 | N/A | N/A | N/A | -0.15 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 70 | 77 | 90.91 | | 1-Month | 64 | 78 | 82.05 | | 3-Month | 66 | 78 | 84.62 | | 6-Month | 73 | 77 | 94.81 | | 1-Year | 59 | 77 | 76.62 | | 3-Year | 19 | 75 | 25.33 | | 5-Year | 34 | 70 | 48.57 |
|
|
|
|
|