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| Morningstar Return Rating: | Below average | | Year to Date Return: | 8.68% | | 5-Year Average Return: | 2.76% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.29% | |
Worst 1-Yr Total Return (2008): | -2.00% | |
Best 3-Yr Total Return (2004-6): | 2.61% | |
Worst 3-Yr Total Return (2006-8): | 1.15% |
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| 1-Year: | 12.51% | | 3-Year: | 3.78% | | 5-Year: | 3.34% | | 10-Year: | 4.28% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TOHCX | Category | Diff | Index* | Diff | | Year To Date | 8.68 | 11.63 | -2.95 | 11.61 | -2.93 | | 1-Month | -1.97 | -2.03 | 0.06 | -2.10 | 0.13 | | 3-Month | 1.79 | 3.27 | -1.48 | 3.15 | -1.36 | | 1-Year | 10.93 | 12.25 | -1.32 | 13.60 | -2.67 | | 3-Year | 2.98 | 2.75 | 0.23 | 4.17 | -1.19 | | 5-Year | 2.76 | 3.18 | -0.42 | 4.15 | -1.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.05 | 9.40 | -2.35 | 9.40 | -2.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.21 | 3.59 | 1.62 | 5.67 | -0.46 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TOHCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.00 | -4.43 | 2.43 | | 2007 | | | 2.25 | 2.26 | -0.01 | | 2006 | | | 3.29 | 3.69 | -0.40 | | 2005 | | | 1.74 | 2.12 | -0.38 | | 2004 | | | 2.81 | 3.20 | -0.39 | | 2003 | | | 3.89 | 4.36 | -0.47 | | 2002 | | | 8.47 | 8.06 | 0.41 | | 2001 | | | 2.40 | 4.09 | -1.69 | | 2000 | | | 10.80 | 10.11 | 0.69 | | 1999 | | | -3.85 | -3.47 | -0.38 |
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| PAST QUARTERLY RETURNS (%) FOR
TOHCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.73 | 1.57 | 5.22 | N/A | | 2008 | -1.32 | 0.53 | -3.52 | 2.39 | | 2007 | 0.51 | -1.06 | 1.58 | 1.22 | | 2006 | -0.34 | -0.42 | 3.42 | 0.63 | | 2005 | -0.85 | 2.86 | -0.64 | 0.41 | | 2004 | 1.13 | -2.99 | 3.78 | 0.97 | | 2003 | 0.73 | 2.24 | -0.43 | 1.31 | | 2002 | 0.43 | 3.07 | 5.38 | -0.57 | | 2001 | 1.29 | 0.14 | 1.88 | -0.91 | | 2000 | 3.07 | 0.84 | 1.82 | 4.70 | | 1999 | N/A | N/A | N/A | -0.92 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 48 | 68 | 70.59 | | 1-Month | 34 | 68 | 50.00 | | 3-Month | 51 | 68 | 75.00 | | 6-Month | 46 | 68 | 67.65 | | 1-Year | 38 | 66 | 57.58 | | 3-Year | 30 | 64 | 46.88 | | 5-Year | 31 | 57 | 54.39 |
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