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| Morningstar Return Rating: | Below average | | Year to Date Return: | 7.84% | | 5-Year Average Return: | 3.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.95% | |
Worst 1-Yr Total Return (2008): | -0.55% | |
Best 3-Yr Total Return (2004-6): | 3.16% | |
Worst 3-Yr Total Return (2006-8): | 1.92% |
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| 1-Year: | 8.36% | | 3-Year: | 2.80% | | 5-Year: | 2.95% | | 10-Year: | 4.41% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STEAX | Category | Diff | Index* | Diff | | Year To Date | 7.84 | 16.19 | -8.35 | 11.61 | -3.77 | | 1-Month | -2.65 | -2.45 | -0.2 | -2.10 | -0.55 | | 3-Month | 1.58 | 4.74 | -3.16 | 3.15 | -1.57 | | 1-Year | 10.67 | 14.22 | -3.55 | 13.60 | -2.93 | | 3-Year | 3.32 | 2.04 | 1.28 | 4.17 | -0.85 | | 5-Year | 3.23 | 2.84 | 0.39 | 4.15 | -0.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.34 | 12.77 | -5.43 | 9.40 | -2.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.26 | 2.31 | 2.95 | 5.67 | -0.41 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.55 | -9.45 | 8.90 | | 2007 | | | 2.42 | 1.27 | 1.15 | | 2006 | | | 3.95 | 4.57 | -0.62 | | 2005 | | | 2.35 | 3.10 | -0.75 | | 2004 | | | 3.18 | 3.77 | -0.59 | | 2003 | | | 4.76 | 4.90 | -0.14 | | 2002 | | | 8.39 | 8.45 | -0.06 | | 2001 | | | 4.39 | 3.92 | 0.47 | | 2000 | | | 10.68 | 11.24 | -0.56 | | 1999 | | | -3.44 | -4.70 | 1.26 |
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| PAST QUARTERLY RETURNS (%) FOR
STEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.32 | 1.48 | 5.66 | N/A | | 2008 | -0.96 | 0.89 | -3.08 | 2.69 | | 2007 | 0.52 | -0.99 | 1.57 | 1.32 | | 2006 | -0.13 | -0.29 | 3.26 | 1.09 | | 2005 | -0.21 | 2.81 | -0.56 | 0.32 | | 2004 | 1.19 | -2.61 | 3.51 | 1.15 | | 2003 | 1.01 | 2.41 | 0.24 | 1.02 | | 2002 | 0.37 | 3.59 | 5.60 | -1.29 | | 2001 | 1.97 | 0.49 | 3.25 | -1.32 | | 2000 | 2.57 | 1.05 | 2.17 | 4.52 | | 1999 | N/A | N/A | N/A | -0.53 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 253 | 264 | 95.83 | | 1-Month | 125 | 266 | 46.99 | | 3-Month | 255 | 266 | 95.86 | | 6-Month | 253 | 264 | 95.83 | | 1-Year | 192 | 262 | 73.28 | | 3-Year | 41 | 247 | 16.60 | | 5-Year | 59 | 228 | 25.88 |
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0.26% Nasdaq 
0.02%
Performance
