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| Morningstar Return Rating: | Average | | Year to Date Return: | 5.16% | | 5-Year Average Return: | 3.45% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 4.95% | |
Worst 1-Yr Total Return (2005): | 0.45% | |
Best 3-Yr Total Return (2006-8): | 3.70% | |
Worst 3-Yr Total Return (2004-6): | 1.18% |
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| 1-Year: | 6.89% | | 3-Year: | 4.03% | | 5-Year: | 2.92% | | 10-Year: | 3.61% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MUTAX | Category | Diff | Index* | Diff | | Year To Date | 5.16 | 5.54 | -0.38 | 12.53 | -7.37 | | 1-Month | 1.26 | 0.75 | 0.51 | 0.83 | 0.43 | | 3-Month | 1.49 | 1.19 | 0.3 | 2.25 | -0.76 | | 1-Year | 7.10 | 5.78 | 1.32 | 14.17 | -7.07 | | 3-Year | 4.56 | 3.19 | 1.37 | 4.17 | 0.39 | | 5-Year | 3.45 | 2.86 | 0.59 | 4.50 | -1.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.41 | 3.41 | 0 | 9.40 | -5.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.73 | 2.87 | 2.86 | 5.67 | 0.06 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUTAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.95 | 0.86 | 4.09 | | 2007 | | | 3.92 | 3.31 | 0.61 | | 2006 | | | 2.24 | 2.95 | -0.71 | | 2005 | | | 0.45 | 1.21 | -0.76 | | 2004 | | | 0.86 | 1.19 | -0.33 | | 2003 | | | 2.64 | 2.44 | 0.20 | | 2002 | | | 6.99 | 5.39 | 1.60 | | 2001 | | | 5.05 | 4.77 | 0.28 | | 2000 | | | 6.37 | 5.87 | 0.50 | | 1999 | | | -0.10 | 0.74 | -0.84 |
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| PAST QUARTERLY RETURNS (%) FOR
MUTAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.89 | 0.34 | 2.69 | N/A | | 2008 | 1.54 | -0.91 | 0.39 | 3.90 | | 2007 | 0.66 | -0.45 | 2.14 | 1.54 | | 2006 | -0.27 | -0.06 | 2.23 | 0.35 | | 2005 | -1.08 | 1.75 | -0.41 | 0.22 | | 2004 | 0.65 | -1.95 | 1.99 | 0.20 | | 2003 | 0.67 | 1.38 | 0.44 | 0.13 | | 2002 | 0.35 | 3.34 | 2.71 | 0.45 | | 2001 | 2.45 | 0.70 | 2.44 | -0.61 | | 2000 | 0.81 | 1.26 | 1.65 | 2.52 | | 1999 | N/A | N/A | N/A | -0.07 |
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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 | 14 | 161 | 8.70 | | 3-Month | 62 | 159 | 38.99 | | 6-Month | 71 | 148 | 47.97 | | 1-Year | 46 | 137 | 33.58 | | 3-Year | 5 | 127 | 3.94 | | 5-Year | 32 | 121 | 26.45 |
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0.03% Nasdaq 
Performance
