|
| Morningstar Return Rating: | Average | | Year to Date Return: | 22.56% | | 5-Year Average Return: | 2.93% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 6.60% | |
Worst 1-Yr Total Return (2008): | -15.98% | |
Best 3-Yr Total Return (2004-6): | 6.22% | |
Worst 3-Yr Total Return (2006-8): | -4.28% |
|
| 1-Year: | 6.91% | | 3-Year: | 0.77% | | 5-Year: | 3.35% | | 10-Year: | 3.73% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TSHTX | Category | Diff | Index* | Diff | | Year To Date | 22.56 | 29.02 | -6.46 | 12.53 | 10.03 | | 1-Month | -0.04 | -0.32 | 0.28 | 0.83 | -0.87 | | 3-Month | 3.56 | 5.60 | -2.04 | 2.25 | 1.31 | | 1-Year | 18.47 | 19.35 | -0.88 | 14.17 | 4.3 | | 3-Year | 0.35 | -2.41 | 2.76 | 4.17 | -3.82 | | 5-Year | 2.93 | 1.50 | 1.43 | 4.50 | -1.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.21 | 22.91 | -4.7 | 9.40 | 8.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.01 | -6.58 | 6.59 | 5.67 | -5.66 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TSHTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -15.98 | -25.27 | 9.29 | | 2007 | | | -1.53 | -3.31 | 1.78 | | 2006 | | | 6.00 | 7.14 | -1.14 | | 2005 | | | 6.05 | 6.35 | -0.30 | | 2004 | | | 6.60 | 6.57 | 0.03 | | 2003 | | | 4.67 | 7.01 | -2.34 | | 2002 | | | 4.29 | 6.29 | -2.00 | | 2001 | | | 3.67 | 5.41 | -1.74 | | 2000 | | | 4.63 | 5.54 | -0.91 | | 1999 | | | -4.83 | -3.71 | -1.12 |
|
| PAST QUARTERLY RETURNS (%) FOR
TSHTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.09 | 6.65 | 11.02 | N/A | | 2008 | -1.11 | -0.17 | -4.47 | -10.91 | | 2007 | 0.62 | -0.74 | -0.89 | -0.53 | | 2006 | 0.64 | 0.29 | 3.85 | 1.12 | | 2005 | 0.89 | 2.74 | 0.92 | 1.38 | | 2004 | 2.05 | -1.55 | 3.44 | 2.57 | | 2003 | -0.66 | 2.93 | 0.74 | 1.62 | | 2002 | 0.82 | 2.21 | 1.44 | -0.22 | | 2001 | 2.19 | 1.20 | 1.42 | -1.17 | | 2000 | 0.28 | 0.44 | 2.31 | 1.53 | | 1999 | N/A | N/A | N/A | -2.16 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 126 | 151 | 83.44 | | 1-Month | 61 | 153 | 39.87 | | 3-Month | 126 | 153 | 82.35 | | 6-Month | 141 | 151 | 93.38 | | 1-Year | 88 | 149 | 59.06 | | 3-Year | 26 | 130 | 20.00 | | 5-Year | 23 | 108 | 21.30 |
|
|
|
|
|