|
| Morningstar Return Rating: | Average | | Year to Date Return: | 14.05% | | 5-Year Average Return: | 3.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 4.80% | |
Worst 1-Yr Total Return (2008): | -5.76% | |
Best 3-Yr Total Return (2004-6): | 4.07% | |
Worst 3-Yr Total Return (2006-8): | -0.02% |
|
| 1-Year: | 8.46% | | 3-Year: | 2.29% | | 5-Year: | 2.92% | | 10-Year: | 4.68% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PSMAX | Category | Diff | Index* | Diff | | Year To Date | 14.05 | 15.98 | -1.93 | 12.53 | 1.52 | | 1-Month | 0.68 | 0.62 | 0.06 | 0.83 | -0.15 | | 3-Month | 2.42 | 2.61 | -0.19 | 2.25 | 0.17 | | 1-Year | 13.99 | 15.34 | -1.35 | 14.17 | -0.18 | | 3-Year | 2.95 | 2.57 | 0.38 | 4.17 | -1.22 | | 5-Year | 3.65 | 3.56 | 0.09 | 4.50 | -0.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.22 | 11.57 | -1.35 | 9.40 | 0.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.67 | 3.32 | 1.35 | 5.67 | -1 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PSMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.76 | -7.31 | 1.55 | | 2007 | | | 2.04 | 1.82 | 0.22 | | 2006 | | | 3.92 | 4.08 | -0.16 | | 2005 | | | 3.50 | 2.60 | 0.90 | | 2004 | | | 4.80 | 3.41 | 1.39 | | 2003 | | | 4.85 | 4.58 | 0.27 | | 2002 | | | 9.42 | 8.53 | 0.89 | | 2001 | | | 4.36 | 4.24 | 0.12 | | 2000 | | | 12.11 | 11.06 | 1.05 | | 1999 | | | -4.86 | -4.00 | -0.86 |
|
| PAST QUARTERLY RETURNS (%) FOR
PSMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.78 | 2.72 | 7.31 | N/A | | 2008 | -1.44 | 1.11 | -3.82 | -1.67 | | 2007 | 0.72 | -0.74 | 1.36 | 0.69 | | 2006 | -0.02 | -0.29 | 3.29 | 0.92 | | 2005 | -0.07 | 3.20 | -0.38 | 0.74 | | 2004 | 1.72 | -2.32 | 4.19 | 1.24 | | 2003 | 0.88 | 2.57 | -0.01 | 1.34 | | 2002 | 0.44 | 3.43 | 5.81 | -0.45 | | 2001 | 1.58 | 0.59 | 2.97 | -0.81 | | 2000 | 3.06 | 1.53 | 2.33 | 4.71 | | 1999 | N/A | N/A | N/A | -1.51 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 37 | 77 | 48.05 | | 1-Month | 68 | 78 | 87.18 | | 3-Month | 25 | 78 | 32.05 | | 6-Month | 28 | 77 | 36.36 | | 1-Year | 35 | 77 | 45.45 | | 3-Year | 38 | 75 | 50.67 | | 5-Year | 31 | 70 | 44.29 |
|
|
|
|
|
0.51% Nasdaq 
Performance
