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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.03% | | 5-Year Average Return: | 3.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.84% | |
Worst 1-Yr Total Return (2008): | -4.97% | |
Best 3-Yr Total Return (2004-6): | 3.31% | |
Worst 3-Yr Total Return (2006-8): | 0.26% |
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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 | SURFX | Category | Diff | Index* | Diff | | Year To Date | 12.03 | 18.16 | -6.13 | 12.53 | -0.5 | | 1-Month | 0.40 | 0.33 | 0.07 | 0.83 | -0.43 | | 3-Month | 2.58 | 2.87 | -0.29 | 2.25 | 0.33 | | 1-Year | 13.31 | 17.15 | -3.84 | 14.17 | -0.86 | | 3-Year | 2.75 | 1.96 | 0.79 | 4.17 | -1.42 | | 5-Year | 3.12 | 3.43 | -0.31 | 4.50 | -1.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.08 | 13.02 | -4.94 | 9.40 | -1.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.99 | 2.62 | 0.37 | 5.67 | -2.68 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SURFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.97 | -10.07 | 5.10 | | 2007 | | | 2.12 | 1.65 | 0.47 | | 2006 | | | 3.84 | 4.41 | -0.57 | | 2005 | | | 2.29 | 2.96 | -0.67 | | 2004 | | | 3.79 | 3.84 | -0.05 | | 2003 | | | 5.40 | 4.79 | 0.61 | | 2002 | | | 8.24 | 8.53 | -0.29 | | 2001 | | | 4.29 | 4.32 | -0.03 | | 2000 | | | 8.53 | 11.02 | -2.49 | | 1999 | | | -1.95 | -4.34 | 2.39 |
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| PAST QUARTERLY RETURNS (%) FOR
SURFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.27 | 2.93 | 5.09 | N/A | | 2008 | -0.75 | 0.64 | -2.49 | -2.43 | | 2007 | 0.53 | -0.55 | 1.25 | 0.88 | | 2006 | 0.08 | 0.19 | 2.63 | 0.91 | | 2005 | -0.12 | 2.11 | -0.27 | 0.57 | | 2004 | 1.52 | -1.75 | 2.91 | 1.11 | | 2003 | 1.50 | 2.22 | 0.23 | 1.35 | | 2002 | 0.90 | 2.81 | 4.36 | -0.01 | | 2001 | 1.55 | 0.83 | 2.12 | -0.26 | | 2000 | 1.87 | 1.17 | 1.85 | 3.39 | | 1999 | N/A | N/A | N/A | -1.19 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 326 | 340 | 95.88 | | 1-Month | 316 | 348 | 90.80 | | 3-Month | 62 | 348 | 17.82 | | 6-Month | 119 | 341 | 34.90 | | 1-Year | 245 | 340 | 72.06 | | 3-Year | 117 | 321 | 36.45 | | 5-Year | 147 | 286 | 51.40 |
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0.51% Nasdaq 
Performance
