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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.64% | | 5-Year Average Return: | 3.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 4.32% | |
Worst 1-Yr Total Return (2008): | -8.88% | |
Best 3-Yr Total Return (2004-6): | 3.81% | |
Worst 3-Yr Total Return (2006-8): | -1.16% |
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| 1-Year: | 6.80% | | 3-Year: | 1.93% | | 5-Year: | 2.58% | | 10-Year: | 3.94% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PSMDX | Category | Diff | Index* | Diff | | Year To Date | 17.64 | 18.16 | -0.52 | 12.53 | 5.11 | | 1-Month | 0.44 | 0.33 | 0.11 | 0.83 | -0.39 | | 3-Month | 2.87 | 2.87 | 0 | 2.25 | 0.62 | | 1-Year | 16.24 | 17.15 | -0.91 | 14.17 | 2.07 | | 3-Year | 2.87 | 1.96 | 0.91 | 4.17 | -1.3 | | 5-Year | 3.48 | 3.43 | 0.05 | 4.50 | -1.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.05 | 13.02 | -1.97 | 9.40 | 1.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.62 | 2.62 | 1 | 5.67 | -2.05 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PSMDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -8.88 | -10.07 | 1.19 | | 2007 | | | 1.86 | 1.65 | 0.21 | | 2006 | | | 4.04 | 4.41 | -0.37 | | 2005 | | | 3.08 | 2.96 | 0.12 | | 2004 | | | 4.32 | 3.84 | 0.48 | | 2003 | | | 4.80 | 4.79 | 0.01 | | 2002 | | | 9.31 | 8.53 | 0.78 | | 2001 | | | 2.77 | 4.32 | -1.55 | | 2000 | | | 8.63 | 11.02 | -2.39 | | 1999 | | | -4.56 | -4.34 | -0.22 |
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| PAST QUARTERLY RETURNS (%) FOR
PSMDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.65 | 4.05 | 6.59 | N/A | | 2008 | -0.97 | 0.80 | -3.45 | -5.46 | | 2007 | 0.65 | -0.57 | 1.26 | 0.51 | | 2006 | 0.10 | -0.16 | 3.09 | 0.99 | | 2005 | -0.34 | 2.77 | -0.18 | 0.83 | | 2004 | 2.04 | -2.17 | 3.49 | 0.99 | | 2003 | 1.25 | 2.07 | 0.04 | 1.36 | | 2002 | 0.51 | 3.35 | 5.28 | -0.05 | | 2001 | 1.46 | 1.04 | 2.10 | -1.82 | | 2000 | 2.72 | 1.15 | 1.67 | 2.84 | | 1999 | N/A | N/A | N/A | -1.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 125 | 340 | 36.76 | | 1-Month | 320 | 348 | 91.95 | | 3-Month | 34 | 348 | 9.77 | | 6-Month | 105 | 341 | 30.79 | | 1-Year | 157 | 340 | 46.18 | | 3-Year | 93 | 321 | 28.97 | | 5-Year | 97 | 286 | 33.92 |
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