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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.06% | | 5-Year Average Return: | 3.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.26% | |
Worst 1-Yr Total Return (2008): | -6.93% | |
Best 3-Yr Total Return (2004-6): | 3.83% | |
Worst 3-Yr Total Return (2006-8): | -0.33% |
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| 1-Year: | 6.17% | | 3-Year: | 1.49% | | 5-Year: | 2.43% | | 10-Year: | 4.11% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PSOHX | Category | Diff | Index* | Diff | | Year To Date | 13.06 | 12.32 | 0.74 | 12.53 | 0.53 | | 1-Month | 0.61 | 0.64 | -0.03 | 0.83 | -0.22 | | 3-Month | 2.81 | 2.10 | 0.71 | 2.25 | 0.56 | | 1-Year | 12.53 | 12.66 | -0.13 | 14.17 | -1.64 | | 3-Year | 2.25 | 2.71 | -0.46 | 4.17 | -1.92 | | 5-Year | 3.23 | 3.52 | -0.29 | 4.50 | -1.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.83 | 9.40 | 0.43 | 9.40 | 0.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.20 | 3.60 | -1.4 | 5.67 | -3.47 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PSOHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.93 | -4.43 | -2.50 | | 2007 | | | 2.03 | 2.26 | -0.23 | | 2006 | | | 4.26 | 3.69 | 0.57 | | 2005 | | | 3.14 | 2.12 | 1.02 | | 2004 | | | 4.09 | 3.20 | 0.89 | | 2003 | | | 4.67 | 4.36 | 0.31 | | 2002 | | | 7.66 | 8.06 | -0.40 | | 2001 | | | 4.42 | 4.09 | 0.33 | | 2000 | | | 10.81 | 10.11 | 0.70 | | 1999 | | | -3.38 | -3.47 | 0.09 |
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| PAST QUARTERLY RETURNS (%) FOR
PSOHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.96 | 2.83 | 6.83 | N/A | | 2008 | -1.52 | 0.42 | -3.34 | -2.65 | | 2007 | 0.60 | -0.98 | 1.53 | 0.89 | | 2006 | 0.23 | -0.25 | 3.32 | 0.94 | | 2005 | -0.40 | 2.94 | -0.06 | 0.66 | | 2004 | 1.40 | -2.40 | 3.87 | 1.26 | | 2003 | 1.26 | 2.12 | -0.19 | 1.41 | | 2002 | 0.64 | 3.03 | 3.83 | 0.00 | | 2001 | 1.85 | 0.58 | 2.48 | -0.54 | | 2000 | 2.88 | 1.05 | 2.23 | 4.26 | | 1999 | N/A | N/A | N/A | -1.04 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 15 | 68 | 22.06 | | 1-Month | 44 | 68 | 64.71 | | 3-Month | 4 | 68 | 5.88 | | 6-Month | 4 | 68 | 5.88 | | 1-Year | 31 | 68 | 45.59 | | 3-Year | 41 | 64 | 64.06 | | 5-Year | 33 | 57 | 57.89 |
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