|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.51% | | 5-Year Average Return: | 1.68% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 5.26% | |
Worst 1-Yr Total Return (2008): | -17.73% | |
Best 3-Yr Total Return (2004-6): | 4.69% | |
Worst 3-Yr Total Return (2006-8): | -5.16% |
|
| 1-Year: | 7.15% | | 3-Year: | -0.75% | | 5-Year: | 1.43% | | 10-Year: | 3.73% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SRCMX | Category | Diff | Index* | Diff | | Year To Date | 20.51 | 16.56 | 3.95 | 12.53 | 7.98 | | 1-Month | 0.18 | -0.07 | 0.25 | 0.83 | -0.65 | | 3-Month | 4.13 | 3.01 | 1.12 | 2.25 | 1.88 | | 1-Year | 17.71 | 15.24 | 2.47 | 14.17 | 3.54 | | 3-Year | -0.93 | 1.27 | -2.2 | 4.17 | -5.1 | | 5-Year | 1.68 | 2.91 | -1.23 | 4.50 | -2.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.08 | 13.07 | 2.01 | 9.40 | 5.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.59 | 0.67 | -3.26 | 5.67 | -8.26 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SRCMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.73 | -11.05 | -6.68 | | 2007 | | | -1.48 | 0.71 | -2.19 | | 2006 | | | 5.26 | 4.58 | 0.68 | | 2005 | | | 4.04 | 3.93 | 0.11 | | 2004 | | | 4.76 | 4.37 | 0.39 | | 2003 | | | 3.70 | 4.27 | -0.57 | | 2002 | | | 8.87 | 8.03 | 0.84 | | 2001 | | | 4.05 | 3.84 | 0.21 | | 2000 | | | 12.97 | 12.79 | 0.18 | | 1999 | | | -4.53 | -4.60 | 0.07 |
|
| PAST QUARTERLY RETURNS (%) FOR
SRCMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.49 | 4.92 | 11.85 | N/A | | 2008 | -2.96 | 0.62 | -6.31 | -10.08 | | 2007 | 0.50 | -0.93 | -0.93 | -0.11 | | 2006 | 0.61 | -0.01 | 3.36 | 1.23 | | 2005 | 0.06 | 3.10 | -0.18 | 1.03 | | 2004 | 1.51 | -2.26 | 4.02 | 1.52 | | 2003 | 0.57 | 2.07 | -0.59 | 1.61 | | 2002 | 0.21 | 3.70 | 5.74 | -0.92 | | 2001 | 1.28 | -0.08 | 4.03 | -1.17 | | 2000 | 3.50 | 1.43 | 3.21 | 4.27 | | 1999 | N/A | N/A | N/A | -1.91 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 20 | 169 | 11.83 | | 1-Month | 64 | 169 | 37.87 | | 3-Month | 27 | 169 | 15.98 | | 6-Month | 21 | 169 | 12.43 | | 1-Year | 18 | 168 | 10.71 | | 3-Year | 112 | 158 | 70.89 | | 5-Year | 105 | 146 | 71.92 |
|
|
|
|
|
0.20% Nasdaq 
Performance
