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| Morningstar Return Rating: | Low | | Year to Date Return: | 8.20% | | 5-Year Average Return: | 2.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 2.59% | |
Worst 1-Yr Total Return (2005): | -0.19% | |
Best 3-Yr Total Return (2006-8): | 1.78% | |
Worst 3-Yr Total Return (2004-6): | 1.22% |
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| 1-Year: | 10.96% | | 3-Year: | 4.09% | | 5-Year: | 2.83% | | 10-Year: | 3.54% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PNXCX | Category | Diff | Index* | Diff | | Year To Date | 8.20 | 11.18 | -2.98 | 12.53 | -4.33 | | 1-Month | 1.59 | 0.96 | 0.63 | 0.83 | 0.76 | | 3-Month | 1.71 | 2.23 | -0.52 | 2.25 | -0.54 | | 1-Year | 9.94 | 12.15 | -2.21 | 14.17 | -4.23 | | 3-Year | 3.52 | 3.59 | -0.07 | 4.17 | -0.65 | | 5-Year | 2.71 | 3.57 | -0.86 | 4.50 | -1.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.33 | 8.53 | -1.2 | 9.40 | -2.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.54 | 4.48 | 2.06 | 5.67 | 0.87 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PNXCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.30 | -2.32 | 2.62 | | 2007 | | | 2.59 | 2.75 | -0.16 | | 2006 | | | 2.46 | 3.67 | -1.21 | | 2005 | | | -0.19 | 1.80 | -1.99 | | 2004 | | | 1.43 | 2.83 | -1.40 | | 2003 | | | 2.55 | 4.10 | -1.55 | | 2002 | | | N/A | 8.57 | N/A | | 2001 | | | N/A | 4.39 | N/A | | 2000 | | | N/A | 9.16 | N/A | | 1999 | | | N/A | -2.06 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PNXCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.67 | 0.24 | 7.01 | N/A | | 2008 | 0.81 | -0.61 | -2.50 | 2.67 | | 2007 | 0.33 | -0.71 | 1.64 | 1.33 | | 2006 | -0.31 | -0.18 | 2.46 | 0.50 | | 2005 | -1.02 | 1.03 | -0.42 | 0.23 | | 2004 | 0.49 | -1.81 | 2.58 | 0.20 | | 2003 | 0.67 | 1.18 | 0.39 | 0.30 | | 2002 | N/A | N/A | N/A | -0.62 | | 2001 | N/A | N/A | N/A | N/A | | 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 | 209 | 246 | 84.96 | | 1-Month | 139 | 263 | 52.85 | | 3-Month | 232 | 256 | 90.63 | | 6-Month | 43 | 253 | 17.00 | | 1-Year | 181 | 244 | 74.18 | | 3-Year | 112 | 219 | 51.14 | | 5-Year | 141 | 197 | 71.57 |
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0.83% Nasdaq 0.00%
Performance
