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| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.62% | | 5-Year Average Return: | 3.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.90% | |
Worst 1-Yr Total Return (2008): | -3.16% | |
Best 3-Yr Total Return (2004-6): | 3.37% | |
Worst 3-Yr Total Return (2006-8): | 1.05% |
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| 1-Year: | 9.25% | | 3-Year: | 3.00% | | 5-Year: | 3.14% | | 10-Year: | 4.40% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PWTEX | Category | Diff | Index* | Diff | | Year To Date | 10.62 | 11.05 | -0.43 | 12.53 | -1.91 | | 1-Month | 0.49 | 0.88 | -0.39 | 0.83 | -0.34 | | 3-Month | 2.26 | 1.98 | 0.28 | 2.25 | 0.01 | | 1-Year | 11.68 | 11.90 | -0.22 | 14.17 | -2.49 | | 3-Year | 3.05 | 3.31 | -0.26 | 4.17 | -1.12 | | 5-Year | 3.44 | 3.42 | 0.02 | 4.50 | -1.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.47 | 7.88 | -0.41 | 9.40 | -1.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.59 | 4.46 | -0.87 | 5.67 | -2.08 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PWTEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.16 | -2.81 | -0.35 | | 2007 | | | 2.53 | 2.05 | 0.48 | | 2006 | | | 3.90 | 3.77 | 0.13 | | 2005 | | | 2.64 | 2.08 | 0.56 | | 2004 | | | 3.57 | 2.88 | 0.69 | | 2003 | | | 4.63 | 4.03 | 0.60 | | 2002 | | | 9.26 | 8.12 | 1.14 | | 2001 | | | 4.56 | 4.37 | 0.19 | | 2000 | | | 9.74 | 9.62 | 0.12 | | 1999 | | | -3.75 | -2.66 | -1.09 |
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| PAST QUARTERLY RETURNS (%) FOR
PWTEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.38 | 1.61 | 6.32 | N/A | | 2008 | -0.55 | 0.48 | -3.17 | 0.08 | | 2007 | 0.52 | -0.57 | 1.68 | 0.90 | | 2006 | 0.02 | -0.08 | 3.14 | 0.80 | | 2005 | -0.19 | 2.51 | -0.36 | 0.69 | | 2004 | 1.18 | -1.61 | 3.02 | 0.98 | | 2003 | 1.32 | 2.20 | -0.05 | 1.09 | | 2002 | 0.62 | 3.76 | 4.42 | 0.23 | | 2001 | 2.41 | 0.54 | 2.44 | -0.87 | | 2000 | 2.45 | 0.54 | 2.50 | 3.94 | | 1999 | N/A | N/A | N/A | -2.03 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 117 | 255 | 45.88 | | 1-Month | 234 | 255 | 91.76 | | 3-Month | 102 | 255 | 40.00 | | 6-Month | 71 | 255 | 27.84 | | 1-Year | 74 | 254 | 29.13 | | 3-Year | 121 | 246 | 49.19 | | 5-Year | 93 | 236 | 39.41 |
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0.63% Nasdaq 
0.03%
Performance
