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| Morningstar Return Rating: | Low | | Year to Date Return: | 6.26% | | 5-Year Average Return: | 1.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 1.86% | |
Worst 1-Yr Total Return (2008): | -4.96% | |
Best 3-Yr Total Return (2005-7): | 1.19% | |
Worst 3-Yr Total Return (2006-8): | -0.74% |
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| 1-Year: | 3.56% | | 3-Year: | 1.35% | | 5-Year: | 1.22% | | 10-Year: | 2.78% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SMBCX | Category | Diff | Index* | Diff | | Year To Date | 6.26 | 16.31 | -10.05 | 12.53 | -6.27 | | 1-Month | -0.01 | 0.26 | -0.27 | 0.83 | -0.84 | | 3-Month | 0.64 | 2.55 | -1.91 | 2.25 | -1.61 | | 1-Year | 5.26 | 15.77 | -10.51 | 14.17 | -8.91 | | 3-Year | 0.75 | 1.94 | -1.19 | 4.17 | -3.42 | | 5-Year | 1.16 | 3.07 | -1.91 | 4.50 | -3.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.81 | 12.70 | -8.89 | 9.40 | -5.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.33 | 2.46 | -2.13 | 5.67 | -5.34 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.96 | -9.45 | 4.49 | | 2007 | | | 1.86 | 1.27 | 0.59 | | 2006 | | | 1.02 | 4.57 | -3.55 | | 2005 | | | 0.70 | 3.10 | -2.40 | | 2004 | | | 1.28 | 3.77 | -2.49 | | 2003 | | | 2.57 | 4.90 | -2.33 | | 2002 | | | 6.76 | 8.45 | -1.69 | | 2001 | | | 1.89 | 3.92 | -2.03 | | 2000 | | | 12.17 | 11.24 | 0.93 | | 1999 | | | N/A | -4.70 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SMBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.40 | 0.14 | 3.79 | N/A | | 2008 | -0.32 | -0.36 | -1.66 | -2.70 | | 2007 | 0.25 | -0.89 | 1.54 | 0.96 | | 2006 | -0.77 | -0.70 | 2.45 | 0.07 | | 2005 | -1.13 | 2.18 | -0.46 | 0.13 | | 2004 | 0.47 | -2.86 | 3.36 | 0.41 | | 2003 | 0.54 | 1.41 | -0.07 | 0.67 | | 2002 | 0.29 | 3.37 | 3.77 | -0.75 | | 2001 | 1.41 | -0.27 | 2.43 | -1.64 | | 2000 | 3.39 | 0.85 | 2.13 | 5.33 | | 1999 | N/A | N/A | N/A | -1.91 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 271 | 271 | 100.00 | | 1-Month | 264 | 273 | 96.70 | | 3-Month | 262 | 273 | 95.97 | | 6-Month | 269 | 272 | 98.90 | | 1-Year | 217 | 269 | 80.67 | | 3-Year | 166 | 255 | 65.10 | | 5-Year | 174 | 232 | 75.00 |
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0.01% Nasdaq 
Performance
