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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.33% | | 5-Year Average Return: | 2.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 3.65% | |
Worst 1-Yr Total Return (2008): | -7.38% | |
Best 3-Yr Total Return (2004-6): | 3.30% | |
Worst 3-Yr Total Return (2006-8): | -0.86% |
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| 1-Year: | 6.40% | | 3-Year: | 1.53% | | 5-Year: | 2.46% | | 10-Year: | 4.03% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | POHBX | Category | Diff | Index* | Diff | | Year To Date | 12.33 | 12.32 | 0.01 | 12.53 | -0.2 | | 1-Month | 0.65 | 0.64 | 0.01 | 0.83 | -0.18 | | 3-Month | 2.65 | 2.10 | 0.55 | 2.25 | 0.4 | | 1-Year | 11.85 | 12.66 | -0.81 | 14.17 | -2.32 | | 3-Year | 1.66 | 2.71 | -1.05 | 4.17 | -2.51 | | 5-Year | 2.67 | 3.52 | -0.85 | 4.50 | -1.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.44 | 9.40 | 0.04 | 9.40 | 0.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.50 | 3.60 | -2.1 | 5.67 | -4.17 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | POHBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -7.38 | -4.43 | -2.95 | | 2007 | | | 1.49 | 2.26 | -0.77 | | 2006 | | | 3.65 | 3.69 | -0.04 | | 2005 | | | 2.62 | 2.12 | 0.50 | | 2004 | | | 3.65 | 3.20 | 0.45 | | 2003 | | | 4.07 | 4.36 | -0.29 | | 2002 | | | 7.12 | 8.06 | -0.94 | | 2001 | | | 3.98 | 4.09 | -0.11 | | 2000 | | | 10.24 | 10.11 | 0.13 | | 1999 | | | -3.95 | -3.47 | -0.48 |
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| PAST QUARTERLY RETURNS (%) FOR
POHBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.70 | 2.68 | 6.66 | N/A | | 2008 | -1.65 | 0.28 | -3.39 | -2.80 | | 2007 | 0.55 | -1.11 | 1.31 | 0.75 | | 2006 | 0.02 | -0.30 | 3.18 | 0.73 | | 2005 | -0.60 | 2.88 | -0.27 | 0.61 | | 2004 | 1.27 | -2.52 | 3.82 | 1.13 | | 2003 | 1.06 | 2.07 | -0.39 | 1.29 | | 2002 | 0.51 | 2.90 | 3.62 | -0.05 | | 2001 | 1.73 | 0.45 | 2.35 | -0.58 | | 2000 | 2.74 | 1.01 | 2.01 | 4.13 | | 1999 | N/A | N/A | N/A | -1.25 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 28 | 68 | 41.18 | | 1-Month | 50 | 68 | 73.53 | | 3-Month | 6 | 68 | 8.82 | | 6-Month | 12 | 68 | 17.65 | | 1-Year | 34 | 68 | 50.00 | | 3-Year | 43 | 64 | 67.19 | | 5-Year | 41 | 57 | 71.93 |
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