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| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.87% | | 5-Year Average Return: | 3.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.78% | |
Worst 1-Yr Total Return (2008): | -5.20% | |
Best 3-Yr Total Return (2004-6): | 4.06% | |
Worst 3-Yr Total Return (2006-8): | 0.38% |
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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 | NJTFX | Category | Diff | Index* | Diff | | Year To Date | 13.87 | 16.66 | -2.79 | 12.53 | 1.34 | | 1-Month | 0.51 | 0.30 | 0.21 | 0.83 | -0.32 | | 3-Month | 2.31 | 2.42 | -0.11 | 2.25 | 0.06 | | 1-Year | 13.68 | 15.69 | -2.01 | 14.17 | -0.49 | | 3-Year | 3.07 | 2.33 | 0.74 | 4.17 | -1.1 | | 5-Year | 3.78 | 3.48 | 0.3 | 4.50 | -0.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.17 | 12.23 | -2.06 | 9.40 | 0.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.04 | 3.46 | 0.58 | 5.67 | -1.63 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NJTFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.20 | -8.16 | 2.96 | | 2007 | | | 1.82 | 1.43 | 0.39 | | 2006 | | | 4.78 | 4.65 | 0.13 | | 2005 | | | 3.25 | 3.38 | -0.13 | | 2004 | | | 4.17 | 3.55 | 0.62 | | 2003 | | | 5.10 | 4.68 | 0.42 | | 2002 | | | 9.69 | 8.13 | 1.56 | | 2001 | | | 4.81 | 4.05 | 0.76 | | 2000 | | | 11.41 | 10.78 | 0.63 | | 1999 | | | -4.14 | -4.41 | 0.27 |
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| PAST QUARTERLY RETURNS (%) FOR
NJTFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.62 | 3.08 | 6.88 | N/A | | 2008 | -0.80 | 1.06 | -3.49 | -2.02 | | 2007 | 0.79 | -0.50 | 0.89 | 0.63 | | 2006 | 0.20 | -0.05 | 3.43 | 1.15 | | 2005 | -0.25 | 2.88 | -0.12 | 0.73 | | 2004 | 1.59 | -2.11 | 3.36 | 1.35 | | 2003 | 1.11 | 2.28 | 0.26 | 1.37 | | 2002 | 1.27 | 3.34 | 4.48 | 0.31 | | 2001 | 2.21 | 0.95 | 2.07 | -0.47 | | 2000 | 2.81 | 1.39 | 2.28 | 4.49 | | 1999 | N/A | N/A | N/A | -1.31 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 40 | 71 | 56.34 | | 1-Month | 40 | 71 | 56.34 | | 3-Month | 14 | 71 | 19.72 | | 6-Month | 42 | 71 | 59.15 | | 1-Year | 34 | 70 | 48.57 | | 3-Year | 21 | 64 | 32.81 | | 5-Year | 16 | 56 | 28.57 |
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