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| Morningstar Return Rating: | Low | | Year to Date Return: | 16.83% | | 5-Year Average Return: | 2.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.15% | |
Worst 1-Yr Total Return (2008): | -12.62% | |
Best 3-Yr Total Return (2004-6): | 3.65% | |
Worst 3-Yr Total Return (2006-8): | -2.93% |
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| 1-Year: | 6.56% | | 3-Year: | 1.28% | | 5-Year: | 2.52% | | 10-Year: | 3.85% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TSCAX | Category | Diff | Index* | Diff | | Year To Date | 16.83 | 16.73 | 0.1 | 11.61 | 5.22 | | 1-Month | -3.04 | -2.81 | -0.23 | -2.10 | -0.94 | | 3-Month | 6.71 | 6.10 | 0.61 | 3.15 | 3.56 | | 1-Year | 13.11 | 13.66 | -0.55 | 13.60 | -0.49 | | 3-Year | 0.96 | 1.59 | -0.63 | 4.17 | -3.21 | | 5-Year | 2.05 | 2.76 | -0.71 | 4.15 | -2.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.32 | 13.15 | 0.17 | 9.40 | 3.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.93 | 0.71 | -1.64 | 5.67 | -6.6 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TSCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -12.62 | -11.05 | -1.57 | | 2007 | | | 0.51 | 0.71 | -0.20 | | 2006 | | | 4.15 | 4.58 | -0.43 | | 2005 | | | 3.24 | 3.93 | -0.69 | | 2004 | | | 3.58 | 4.37 | -0.79 | | 2003 | | | 3.05 | 4.27 | -1.22 | | 2002 | | | 7.06 | 8.03 | -0.97 | | 2001 | | | 3.12 | 3.84 | -0.72 | | 2000 | | | 10.46 | 12.79 | -2.33 | | 1999 | | | -3.57 | -4.60 | 1.03 |
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| PAST QUARTERLY RETURNS (%) FOR
TSCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.92 | 3.45 | 11.01 | N/A | | 2008 | -1.86 | 0.42 | -4.25 | -7.40 | | 2007 | 0.55 | -1.08 | 0.79 | 0.26 | | 2006 | 0.07 | -0.28 | 3.47 | 0.88 | | 2005 | 0.18 | 2.76 | -0.27 | 0.55 | | 2004 | 1.48 | -3.02 | 4.00 | 1.21 | | 2003 | -0.13 | 2.22 | -0.84 | 1.79 | | 2002 | -0.23 | 3.11 | 4.89 | -0.78 | | 2001 | 1.31 | -0.23 | 3.19 | -1.13 | | 2000 | 2.17 | 1.46 | 2.48 | 3.98 | | 1999 | N/A | N/A | N/A | -1.50 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 49 | 164 | 29.88 | | 1-Month | 141 | 164 | 85.98 | | 3-Month | 42 | 164 | 25.61 | | 6-Month | 54 | 164 | 32.93 | | 1-Year | 75 | 163 | 46.01 | | 3-Year | 92 | 152 | 60.53 | | 5-Year | 94 | 141 | 66.67 |
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0.83% Nasdaq 0.00%
Performance
