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| Morningstar Return Rating: | Below average | | Year to Date Return: | 39.22% | | 5-Year Average Return: | -1.28% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 11.41% | |
Worst 1-Yr Total Return (2008): | -40.45% | |
Best 3-Yr Total Return (2004-6): | 9.26% | |
Worst 3-Yr Total Return (2006-8): | -15.06% |
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| 1-Year: | -5.71% | | 3-Year: | -7.51% | | 5-Year: | -1.31% | | 10-Year: | 3.60% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NHMAX | Category | Diff | Index* | Diff | | Year To Date | 39.22 | 29.48 | 9.74 | 11.61 | 27.61 | | 1-Month | -2.92 | -2.20 | -0.72 | -2.10 | -0.82 | | 3-Month | 13.48 | 10.14 | 3.34 | 3.15 | 10.33 | | 1-Year | 11.54 | 16.26 | -4.72 | 13.60 | -2.06 | | 3-Year | -7.38 | -2.03 | -5.35 | 4.17 | -11.55 | | 5-Year | -1.28 | 1.59 | -2.87 | 4.15 | -5.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.72 | 22.77 | 9.95 | 9.40 | 23.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.62 | -6.33 | -12.29 | 5.67 | -24.29 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NHMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.45 | -25.27 | -15.18 | | 2007 | | | -5.09 | -3.31 | -1.78 | | 2006 | | | 8.45 | 7.14 | 1.31 | | 2005 | | | 7.95 | 6.35 | 1.60 | | 2004 | | | 11.41 | 6.57 | 4.84 | | 2003 | | | 10.08 | 7.01 | 3.07 | | 2002 | | | 7.98 | 6.29 | 1.69 | | 2001 | | | 11.29 | 5.41 | 5.88 | | 2000 | | | 7.23 | 5.54 | 1.69 | | 1999 | | | N/A | -3.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
NHMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 8.46 | 11.04 | 19.08 | N/A | | 2008 | -5.49 | 0.27 | -8.44 | -31.37 | | 2007 | 1.14 | -0.67 | -2.30 | -3.31 | | 2006 | 1.76 | 0.86 | 3.68 | 1.91 | | 2005 | 1.66 | 3.87 | 1.00 | 1.22 | | 2004 | 3.47 | -0.04 | 4.59 | 3.00 | | 2003 | 0.55 | 4.19 | 1.61 | 3.41 | | 2002 | 2.45 | 3.50 | 0.95 | 0.88 | | 2001 | 3.13 | 3.63 | 3.48 | 0.63 | | 2000 | 2.42 | 0.47 | 1.62 | 2.55 | | 1999 | N/A | N/A | N/A | -0.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 12 | 150 | 8.00 | | 1-Month | 130 | 152 | 85.53 | | 3-Month | 12 | 152 | 7.89 | | 6-Month | 13 | 150 | 8.67 | | 1-Year | 108 | 148 | 72.97 | | 3-Year | 94 | 129 | 72.87 | | 5-Year | 76 | 107 | 71.03 |
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0.22% Nasdaq 
Performance
