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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.26% | | 5-Year Average Return: | 3.51% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.40% | |
Worst 1-Yr Total Return (2008): | -0.54% | |
Best 3-Yr Total Return (2005-7): | 2.65% | |
Worst 3-Yr Total Return (2006-8): | 1.94% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCTEX | Category | Diff | Index* | Diff | | Year To Date | 9.26 | 11.05 | -1.79 | 12.53 | -3.27 | | 1-Month | 1.22 | 0.88 | 0.34 | 0.83 | 0.39 | | 3-Month | 1.80 | 1.98 | -0.18 | 2.25 | -0.45 | | 1-Year | 10.36 | 11.90 | -1.54 | 14.17 | -3.81 | | 3-Year | 3.71 | 3.31 | 0.4 | 4.17 | -0.46 | | 5-Year | 3.51 | 3.42 | 0.09 | 4.50 | -0.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.25 | 7.88 | -1.63 | 9.40 | -3.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.93 | 4.46 | 0.47 | 5.67 | -0.74 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCTEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.54 | -2.81 | 2.27 | | 2007 | | | 3.02 | 2.05 | 0.97 | | 2006 | | | 3.40 | 3.77 | -0.37 | | 2005 | | | 1.54 | 2.08 | -0.54 | | 2004 | | | 2.60 | 2.88 | -0.28 | | 2003 | | | 3.58 | 4.03 | -0.45 | | 2002 | | | 8.57 | 8.12 | 0.45 | | 2001 | | | 4.47 | 4.37 | 0.10 | | 2000 | | | 10.15 | 9.62 | 0.53 | | 1999 | | | -2.81 | -2.66 | -0.15 |
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| PAST QUARTERLY RETURNS (%) FOR
SCTEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.50 | 1.48 | 4.69 | N/A | | 2008 | 0.03 | 0.19 | -2.10 | 1.37 | | 2007 | 0.52 | -0.80 | 2.06 | 1.24 | | 2006 | -0.30 | -0.12 | 3.12 | 0.70 | | 2005 | -1.01 | 2.60 | -0.56 | 0.54 | | 2004 | 1.13 | -2.37 | 3.21 | 0.69 | | 2003 | 0.78 | 2.09 | -0.21 | 0.88 | | 2002 | 0.72 | 3.49 | 3.69 | 0.45 | | 2001 | 2.27 | 0.29 | 2.63 | -0.75 | | 2000 | 2.66 | 1.33 | 1.99 | 3.82 | | 1999 | N/A | N/A | N/A | -0.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 178 | 255 | 69.80 | | 1-Month | 158 | 255 | 61.96 | | 3-Month | 124 | 255 | 48.63 | | 6-Month | 193 | 255 | 75.69 | | 1-Year | 143 | 254 | 56.30 | | 3-Year | 70 | 246 | 28.46 | | 5-Year | 95 | 236 | 40.25 |
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0.01% Nasdaq 0.00%
Performance
