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| Morningstar Return Rating: | Low | | Year to Date Return: | 6.96% | | 5-Year Average Return: | 2.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.25% | |
Worst 1-Yr Total Return (2008): | -1.34% | |
Best 3-Yr Total Return (2004-6): | 2.46% | |
Worst 3-Yr Total Return (2006-8): | 1.06% |
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| 1-Year: | 8.72% | | 3-Year: | 2.58% | | 5-Year: | 2.74% | | 10-Year: | 4.04% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STEBX | Category | Diff | Index* | Diff | | Year To Date | 6.96 | 16.19 | -9.23 | 11.61 | -4.65 | | 1-Month | -2.77 | -2.45 | -0.32 | -2.10 | -0.67 | | 3-Month | 1.33 | 4.74 | -3.41 | 3.15 | -1.82 | | 1-Year | 9.62 | 14.22 | -4.6 | 13.60 | -3.98 | | 3-Year | 2.35 | 2.04 | 0.31 | 4.17 | -1.82 | | 5-Year | 2.37 | 2.84 | -0.47 | 4.15 | -1.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.72 | 12.77 | -6.05 | 9.40 | -2.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.24 | 2.31 | 1.93 | 5.67 | -1.43 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.34 | -9.45 | 8.11 | | 2007 | | | 1.30 | 1.27 | 0.03 | | 2006 | | | 3.25 | 4.57 | -1.32 | | 2005 | | | 1.60 | 3.10 | -1.50 | | 2004 | | | 2.55 | 3.77 | -1.22 | | 2003 | | | 3.91 | 4.90 | -0.99 | | 2002 | | | 7.61 | 8.45 | -0.84 | | 2001 | | | 2.85 | 3.92 | -1.07 | | 2000 | | | 10.02 | 11.24 | -1.22 | | 1999 | | | -4.23 | -4.70 | 0.47 |
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| PAST QUARTERLY RETURNS (%) FOR
STEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.11 | 1.29 | 5.33 | N/A | | 2008 | -1.15 | 0.72 | -3.29 | 2.47 | | 2007 | 0.32 | -1.27 | 1.28 | 0.99 | | 2006 | -0.21 | -0.56 | 3.14 | 0.89 | | 2005 | -0.38 | 2.64 | -0.80 | 0.16 | | 2004 | 1.01 | -2.70 | 3.33 | 0.97 | | 2003 | 0.75 | 2.23 | 0.06 | 0.83 | | 2002 | 0.12 | 3.41 | 5.41 | -1.40 | | 2001 | 1.70 | 0.04 | 2.78 | -1.64 | | 2000 | 2.41 | 0.97 | 1.91 | 4.41 | | 1999 | N/A | N/A | N/A | -0.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 258 | 264 | 97.73 | | 1-Month | 188 | 266 | 70.68 | | 3-Month | 260 | 266 | 97.74 | | 6-Month | 261 | 264 | 98.86 | | 1-Year | 197 | 262 | 75.19 | | 3-Year | 101 | 247 | 40.89 | | 5-Year | 126 | 228 | 55.26 |
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0.83% Nasdaq 0.00%
Performance
